Whether you are a personal financial advisor or business strategy consultant, you can create a customized, professional booking page that showcases your service offerings, lets client self-schedule meetings, and reduce administrative burden.
Connect with Google calendar or Outlook calendar, and CozyCal automatically sends confirmed appointments, new client information and intake form details to your external calendars.
If you have a team of consultants, you can get a bird's eye-view of all scheduled bookings by filtering team members, and manage others' availabilities flexibly.
Auto-assign bookings to your firm's consultants in a round-robin manner or let clients pick the consultant they prefer to meet.
Integrate with your favorite apps to automate onboarding process and create a smooth scheduling experience for new and existing clients.
