Appointment scheduling for consultants and professional services
Define introductory meetings, project reviews, property viewings and follow-ups as services. Reserve meeting time in the calendar and use customer history when arranging the next visit.
Daily workflow
Name each consultation or design meeting clearly. Track a print or design briefing separately from a delivery review; keep contracts, case files and project production in your existing work tools.
Service examples by sector
| Sector | Example service |
|---|---|
| Consulting | Consultation |
| Real estate | Property viewing |
| Legal consulting | Consultation |
| Accounting | Financial consultation |
| Interior design | Design consultation |
| Life coaching | Coaching consultation |
| Visa consulting | Application consultation |
| Architecture | Project consultation |
| 3D printing and design | Model design consultation |
| Printing services | Print project consultation |
| Career consulting | Career consultation |
| Event planning | Event planning consultation |
Adapt the calendar to your business
Rename the example service for your business and set its duration and optional price. Check opening hours and existing appointments before creating a booking. Update the same record when plans change.
Appointments, customer history and reports
Track appointments in the weekly and monthly calendar. Customer history distinguishes completed, cancelled and missed visits. Review appointment and service statistics. The free plan includes three services; compare Premium options on the product page.