{"id":10591,"date":"2026-03-14T01:25:34","date_gmt":"2026-03-14T01:25:34","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=10591"},"modified":"2026-03-14T01:25:36","modified_gmt":"2026-03-14T01:25:36","slug":"disclosures-on-booking-pages","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/","title":{"rendered":"Disclosures on Booking Pages"},"content":{"rendered":"\n

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\u2019s affiliations, the nature of the meeting, and any limitations on the information being provided, while also helping firms stay aligned with internal compliance policies.<\/p>\n\n\n\n

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

\"\"<\/figure>\n\n\n\n

All your public booking pages will contain this disclosure. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

This applies to ALL users in your Organization.<\/p>\n\n\n\n

That’s It.<\/p>\n\n\n\n

Any questions? Email to support@greminders.com<\/p>\n","protected":false},"excerpt":{"rendered":"

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, […]<\/p>\n","protected":false},"author":1,"featured_media":10594,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[75],"tags":[],"class_list":["post-10591","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-scheduling-best-practice"],"yoast_head":"\nDisclosures on Booking Pages - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Disclosures on Booking Pages - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"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, […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/\" \/>\n<meta property=\"og:site_name\" content=\"End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/greminders\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-14T01:25:34+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-03-14T01:25:36+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/disclosure-header.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1340\" \/>\n\t<meta property=\"og:image:height\" content=\"581\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Sarah Mitchell\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sarah Mitchell\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/\",\"url\":\"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/\",\"name\":\"Disclosures on Booking Pages - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\",\"isPartOf\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/disclosure-header.jpg\",\"datePublished\":\"2026-03-14T01:25:34+00:00\",\"dateModified\":\"2026-03-14T01:25:36+00:00\",\"author\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/66d470bd275ecb9976129c8fd4f37b5c\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/#primaryimage\",\"url\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/disclosure-header.jpg\",\"contentUrl\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/disclosure-header.jpg\",\"width\":1340,\"height\":581,\"caption\":\"Disclosure Language\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greminders.com\/articles\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Disclosures on Booking Pages\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greminders.com\/articles\/#website\",\"url\":\"https:\/\/www.greminders.com\/articles\/\",\"name\":\"End to End Meeting Management Platform - SMS Reminders - AI Notetaker\",\"description\":\"GReminders\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greminders.com\/articles\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/66d470bd275ecb9976129c8fd4f37b5c\",\"name\":\"Sarah Mitchell\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/73447d573800be149535f95a3b5b4a42?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/73447d573800be149535f95a3b5b4a42?s=96&d=mm&r=g\",\"caption\":\"Sarah Mitchell\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Disclosures on Booking Pages - End to End Meeting Management Platform - SMS Reminders - AI Notetaker","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/","og_locale":"en_US","og_type":"article","og_title":"Disclosures on Booking Pages - End to End Meeting Management Platform - SMS Reminders - AI Notetaker","og_description":"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, […]","og_url":"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/","og_site_name":"End to End Meeting Management Platform - SMS Reminders - AI Notetaker","article_publisher":"https:\/\/www.facebook.com\/greminders\/","article_published_time":"2026-03-14T01:25:34+00:00","article_modified_time":"2026-03-14T01:25:36+00:00","og_image":[{"width":1340,"height":581,"url":"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/disclosure-header.jpg","type":"image\/jpeg"}],"author":"Sarah Mitchell","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Sarah Mitchell","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/","url":"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/","name":"Disclosures on Booking Pages - End to End Meeting Management Platform - SMS Reminders - AI Notetaker","isPartOf":{"@id":"https:\/\/www.greminders.com\/articles\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/#primaryimage"},"image":{"@id":"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/#primaryimage"},"thumbnailUrl":"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/disclosure-header.jpg","datePublished":"2026-03-14T01:25:34+00:00","dateModified":"2026-03-14T01:25:36+00:00","author":{"@id":"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/66d470bd275ecb9976129c8fd4f37b5c"},"breadcrumb":{"@id":"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/#primaryimage","url":"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/disclosure-header.jpg","contentUrl":"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/03\/disclosure-header.jpg","width":1340,"height":581,"caption":"Disclosure Language"},{"@type":"BreadcrumbList","@id":"https:\/\/www.greminders.com\/articles\/disclosures-on-booking-pages\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.greminders.com\/articles\/"},{"@type":"ListItem","position":2,"name":"Disclosures on Booking Pages"}]},{"@type":"WebSite","@id":"https:\/\/www.greminders.com\/articles\/#website","url":"https:\/\/www.greminders.com\/articles\/","name":"End to End Meeting Management Platform - SMS Reminders - AI Notetaker","description":"GReminders","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.greminders.com\/articles\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Person","@id":"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/66d470bd275ecb9976129c8fd4f37b5c","name":"Sarah Mitchell","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/73447d573800be149535f95a3b5b4a42?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/73447d573800be149535f95a3b5b4a42?s=96&d=mm&r=g","caption":"Sarah Mitchell"}}]}},"_links":{"self":[{"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/posts\/10591"}],"collection":[{"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=10591"}],"version-history":[{"count":1,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/posts\/10591\/revisions"}],"predecessor-version":[{"id":10598,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/posts\/10591\/revisions\/10598"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=\/wp\/v2\/media\/10594"}],"wp:attachment":[{"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=10591"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=10591"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greminders.com\/articles\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=10591"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}