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.

Note if you want to use User specific language, in other words if you want to include the Advisor’s Name or CRD Number (via Custom Fields) you can use Company or User Fields/Variables in this field.

That’s It.

Any questions? Email to [email protected]