Public booking pages for financial advisors often require disclosure language to meet regulatory and compliance requirements. Because a scheduling page can be considered a form of marketing or client communication, regulators such as the U.S. Securities and Exchange Commission and Financial Industry Regulatory Authority may require advisors to clearly identify their firm, include appropriate disclaimers, and avoid misleading statements. Disclosures help ensure transparency for prospects by clarifying the advisor’s affiliations, the nature of the meeting, and any limitations on the information being provided, while also helping firms stay aligned with internal compliance policies.

GReminders ships with a Disclosure field out of the box. Simply go to Setup > General and enter your typical Disclosure language

All your public booking pages will contain this disclosure.

This applies to ALL users in your Organization.

That’s It.

Any questions? Email to [email protected]