Consulting
Discovery calls and sessions without the scheduling ping-pong
Online booking for consultants, advisers, coaches and mentors.
- One link for every kind of session
- Minimum notice and booking horizon
- Utilisation and revenue reports
- Client history and notes
A consulting booking, end to end
1
Requested
Client books a session.
2
Confirmed
You approve or it confirms automatically.
3
Held
Notes attach to the client record.
4
Reviewed
See bookings and revenue in reports.
Share one link for discovery calls, workshops and reviews. Set minimum notice and how far ahead people can book, and see your utilisation in reports.
Professions supported
Management Consultant Financial Advisor Career Coach Business Mentor
Services you can manage
Discovery call · 30 min
Strategy workshop · 2 hr
Monthly review · 60 min
Dedicated tools for consulting
Purpose-built for this workflow. Open any tool for a walkthrough and demo.
Booking page
A personal page where clients choose a service and a real free time.
Availability & rules
Weekly hours, time off and the rules clients must follow.
Reports
Bookings, revenue, no-shows and busiest times.
Flexible pricing
Fixed, “from” or “set after the first visit” — with the final price recorded on the appointment.
Intake questions
Ask the right questions at booking — symptoms, case summary, learner level, goals — with a starter set per industry.
Receipts
A printable receipt for every completed visit with a final price.
History & private notes
Every appointment keeps a timeline, cancellation reasons and private notes.
Guides for consulting teams
Ready to run consulting on Appointly?
Set up your workspace in minutes — no card required.