SCHEDULING FOR PROFESSIONAL SERVICES

Organize every client conversation.

Keep consultations, reviews and client meetings organized alongside delivery work. Give each service a clear booking path and help clients find the right person.

Compare appointment limits and plan features →
Professional welcoming a client with a handshake across a desk
LESS BACK-AND-FORTH

Reduce the coordination around every engagement.

The wrong meeting type

Use distinct services so a new enquiry does not look like an in-depth client review.

Team availability changes

Set shifts and holidays to keep bookable times aligned with the people doing the work.

Missing meeting context

Use paid-plan custom fields to ask a focused question before a client meeting.

BUILT AROUND YOUR WORK

Make every client conversation easier to arrange.

01

Initial enquiries

Offer a first conversation with a clear scope and duration.

02

Project reviews

Give existing clients an appointment type for reviewing progress or next steps.

03

Specialist consultations

Assign a service to the relevant professionals and show their availability.

A PRACTICAL SETUP

Bring clarity to your client schedule.

Organize staff and services first. Add two-way calendar sync and scheduled notifications when your team needs a more connected workflow.

Accurate Scheduler custom fields editor with empty name, phone and email fields
Actual product capture · Example workspace · View full size ↗

The supplied custom-fields screen shows the real booking-form editor. Use it for appointment context, not confidential case files. See which plan fits your workflow.

A CLEARER JOURNEY

From choosing a service to making a booking.

  1. 01Choose a service
  2. 02Choose staff
  3. 03Choose a date & time
  4. 04Enter details & confirm
MORE ROOM FOR YOUR BUSINESS

Keep your team focused on client work.

A defined appointment type and a consistent booking route help set expectations before the meeting. Leave detailed client records in the systems designed for your profession.

Connect the tools your day depends on.

Availability varies by plan. Explore integrations →

GOOD QUESTIONS. CLEAR ANSWERS.

Scheduling for professional services: a few things to know.

Can clients book with a specific professional?

The booking journey includes choosing staff. Unlimited staff, services, shifts and holidays are included in Free. Assign the relevant professionals to each service.

Can I ask what the meeting is about?

Yes. Custom Fields is included in paid plans. Ask for brief, practical meeting context and avoid requesting confidential documents through a general booking form.

Can I connect an existing Google Calendar?

Google Calendar Two-Way Sync is included in paid plans. Check the connected calendars and test availability before sharing your booking page.

Can I charge for specialist appointments?

PayPal Payments is included in Free, and Stripe Payments is included in paid plans. Describe the scope and price of the consultation before clients confirm.

MAKE TIME FOR WHAT MATTERS

A little less admin.
More time for your business.

Start with Free. Choose more appointment capacity as your business grows.