Best Marketing Agency Scheduling Software

CozyCal helps marketing agencies capture potential leads, onboard new clients and deliver an unforgettable customer experience through a seamless online scheduling process.

Automate online scheduling to spend more time with clients

Whether you are offering SEO auditing sessions or Google Ads Strategy workshops, you can create a customized, professional booking page that displays your marketing agency's service offerings, takes client bookings around the clock, and reduces administrative burden.

Capture quality leads and boost client conversion

Install CozyCal's plugin on your agency's website and social media channels to capture quality leads and increase client conversion. Your clients can schedule marketing consultation sessions online 24/7, with no need to contact you directly asking for your availability.

Share booking page link to maximize bookings

Share your booking page's URL with new and old clients in text messages, emails and social media platforms to set up follow-up meetings and regular check-in sessions. Your clients can always schedule to meet you with just one click.

Sync with external calendars to keep your schedule updated

Connect with Google calendar or Outlook calendar keep your availabilities up to date, block off vacations and have flexible control over your schedule.

Customize intake form to collect information

Customize intake form to collect client information such as their marketing needs, where they heard about you and project budget to better prepare for scheduled meetings. Information collected are sent to your Google calendar or Outlook calendar to keep you informed.

Send white label automatic email notifications

Personalize and send timely white label confirmation, reminder and cancellation email notifications from your agency's own domain to keep booked guests informed and reduce no shows, with your branding highlighted.

Control how your marketing services get booked

Auto-assign scheduled sessions to your team's marketing strategists in a round-robin manner or give clients the freedom to pick the strategist they prefer to meet.

Manage event settings and team availability

Manage availabilities of different marketing services by setting event duration, padding time, and booking window. Team availabilities can be easily updated by admins who can invite or remove team members.

Approve or decline meeting requests

Review meeting requests first to screen booking guests, then manually approve or decline requests to confirm appointments, and filter unwanted bookings. You can customize request pending and decline emails to better communicate with booking guests.

Customize CozyCal to fit your team's scheduling needs

As the admin, you can get a bird's eye-view of all scheduled bookings by filtering team members and allocate client bookings more efficiently.

Multi-host scheduling and round-robin booking

For in-person meetings, pool the availabilities of multiple team members and meeting rooms to find optimal time slots. Your team can set hosts as reserved, use round-robin assignments, rank hosts by priority, and create multiple round-robin groups for efficient scheduling.

Schedule group meetings to grow your client base

Whether you are hosting client group meetings, marketing strategy workshops or promotion webinars, a time slot can accept bookings from up to 500 guests. You can configure when reminder emails are sent out to best inform attendees.

Connect CozyCal with products you already use

Integrate with your favorite apps to build custom workflows and create a smooth scheduling experience for new and existing clients.

Schedule virtual meetings with just one click

Virtual meeting links are generated automatically for scheduled sessions through Zoom or Google Meet so clients can meet you anywhere around the globe. Meeting links are shared with guests in email notifications and event calendar description.

Connect with Stripe to accept payments

Connect with Stripe, set pricing for your marketing services, and collect partial or full payments for scheduled appointments right on your booking page securely and seamlessly.

A scheduling app that drives growth for marketing agency

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.

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Package booking

Sell marketing strategy consultations in packages, offer discounts on bulk purchase sessions, and get paid for multiple appointments at once. Retain loyal customers and expand your clientele.

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SMS reminder

Remind guests of scheduled events with automated SMS text messages to reduce no shows (limited to US and Canada).

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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.

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“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.”

Chris Fawcett
Third Marble Marketing

“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."

Shannon Paris
What Works

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