Best consultant scheduling software

Create an automated, seamless online scheduling process for your consulting business with an easy, reliable scheduling software.

Build an online scheduling flow that automates the client intake process

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.

Capture quality leads right on your website
Install CozyCal's plugin on your consulting business's website to capture quality leads and increase client conversion. Your clients can schedule consultations with you online 24/7, with no need to contact you directly asking for your availability.
Share the booking page link with your clients
Share your booking page's URL with your clients through text messages, emails and social media channels to maximize bookings and streamline the client intake process.

Sync with external calendars to keep your scheduled updated

Connect with Google calendar or Outlook calendar, and CozyCal automatically sends confirmed appointments, new client information and intake form details to your external calendars.

Customize intake form to collect information
Customize intake form to collect client information such as their consulting needs, where they heard about you and  to better prepare for scheduled meetings. Information collected is sent to Google calendar or Outlook calendar's event description box, where you can view details of scheduled meetings with clarity.
Send white label automatic email notifications
Customize and send automatic white label confirmation and reminder email notifications from your business's own domain to keep booked guests informed and reduce no shows, with your consulting firm's branding highlighted.

Set up an efficient scheduling flow for your consulting business

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.

Manage event settings and your business's team availability
Configure availabilities of your consulting services by setting event duration, padding time, booking window, and working hours. You can manage the entire firm's team availabilities flexibly under one admin account.
Approve or decline appointment booking requests
Review booking requests first before manually approve or decline the requests to confirm the appointments, and filter unwanted bookings. You can customize request pending and decline emails to better communicate with booking guests.

Set flexible team scheduling types to maximize bookings

Auto-assign bookings to your firm's consultants in a round-robin manner or let clients pick the consultant they prefer to meet.

One-on-one meetings with selected consultants
Consultants can create their own booking page or add their availabilities to shared event types across the team.Clients have the freedom to check each consultant's availability and schedule with the consultant of their choice.
Host group consulting sessions with multiple guests
A time slot can accept bookings from multiple guests (up to 500 attendees) which is ideal for hosting group client meetings, consulting workshops, educational webinars and industry conferences. You can configure when reminder emails are sent to to best inform attendees.

Power up your online consultant scheduling software with integrations

Integrate with your favorite apps to automate onboarding process and create a smooth scheduling experience for new and existing clients.

Schedule virtual meetings with one click
Automatically create virtual meeting links for scheduled meetings through Zoom or Google Meet. Meeting links are shared with booked guests in the confirmation and reminder emails, and event calendar description.

Connect with Stripe to charge payments
Connect with Stripe, list consulting service fees, and collect payments right on your booking page securely and seamlessly.

A scheduling app that drives growth for your consulting business

Auto-timezone detection
Got clients from a different timezone? No problem. CozyCal detects timezone difference automatically so clients can schedule events either at their local timezone or in your timezone.
Package booking
Sell consultation sessions in packages, offer discounts on bulk purchase sessions, and get paid for multiple appointments at once. Retain loyal customers and expand your clientele.
SMS reminder
Remind guests of scheduled events with automated SMS text messages to reduce no shows (limited to US and Canada only).
Client database
Search scheduled guests, track booking history, and export client contact list for newsletter emailing or data analytics all through a centralized client database.
“CozyCal has helped my team convert 50% more customers through the website. It frees up more time for my team to talk to clients on the phone. It's super easy to install and use. I highly recommend it.”
“Our team at What Works love CozyCal. Compare to other scheduling software, it's so simple, straightforward and beautiful. We use CozyCal to book podcast recordings and chat sessions. When we switched over from Acuity to CozyCal for scheduling, it felt great."
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