Free forever
Free
$0
No card needed.
No time limit per meeting, up to 25 people, waiting room, 1 free booking page, Google Calendar add-on.
Start freeFor financial professionals
Booking and video meetings for financial advisors
What is good booking software for financial advisors?Let's Sit Down is booking and video meeting software for financial advisors. Clients book a review from your link, join in the browser with nothing to download, and the meeting never cuts off mid conversation. Business adds AI recaps, transcripts and your logo for $9.99 a month at the founding price.
No card for the trial. It ends by itself and you move to Free with nothing deleted.
Founding
Business is $9.99 a month or $99 a year if you subscribe by Dec 31 2026.Locked for as long as you stay. Starting Jan 1 2027: $14.99 a month or $149 a year.
Why does no time limit matter for client reviews?
Money conversations run long. An annual review or a first strategy session shouldn't end because a timer ran out. Let's Sit Down has no time limit per meeting on any plan. Fair use: 20 hosted hours a month on Free and 60 on Business.
Will my older clients be able to join?
That's who it's built for. Big buttons, plain words, and camera help that shows each step for their exact phone or browser. If the camera won't cooperate, there's a voice only option.
What does a review look like on Let's Sit Down?
- Your client books from your link and gets a confirmation email with their meeting link.
- They wait in your waiting room until you let them in.
- On Business, tap Record. Everyone sees the recording sign the whole time.
- After the call you get a transcript and an AI recap with decisions and next steps.
Let's Sit Down does not replace your firm's archiving, supervision or compliance review. Ask your compliance team before you record client meetings or text clients.
Can my team and assistant use it?
Yes. Business includes co-hosts and up to 5 staff on your account. Anyone who needs their own room and booking page gets their own plan. Leader holds trainings up to 300 people.
Who else uses Let's Sit Down?
Anyone who sits down with clients one on one. See the pages for real estate agents and coaches.
What does Let's Sit Down cost?
Founding price
Business
$9.99 a month
Or $99 a year. Locked if you subscribe by Dec 31 2026. Starting Jan 1 2027: $14.99 or $149.
100 people, booking calendar with every meeting type, recording, transcripts and AI recaps (15 AI note hours a month), co-hosts and up to 5 staff, your colors and logo, connect your own AI, reminder texts from your own number (coming soon).
Try Business free for 14 daysTrainings and big teams
Leader
$39.99 a month
Or $399 a year.
Everything in Business, up to 300 people, about 200 attendee hours a month included, co-hosts and up to 5 staff.
See every planStaff included: up to 5 staff on your account. Meet and sign: Business + Let's Get It In Writing (e-signatures), $14.99 a month founding price ($19.99 starting Jan 1 2027). No time limit per meeting on any plan; fair use is 20 hosted hours a month on Free and 60 on Business. Full pricing.
Questions people ask
Is Let's Sit Down approved by my broker dealer or carrier?
Ask your compliance team. Let's Sit Down does not replace your firm's archiving, supervision or review process.
Can clients join from a phone?
Yes. They tap your link and join in the browser on iPhone or Android. Nothing to install.
Can I put my logo on it?
Yes, on Business. Your join page, waiting room and booking page use your colors and logo.
Can I send reminder texts?
Email reminders work on every plan today. Reminder texts from your own phone number are coming soon to Business, only to people who booked and asked for them.
Keep reading
Sit down with your people.
Start free in under a minute. No time limit per meeting, nothing to download.