Accountants, Customer Success & Sales Teams

Meeting booking made simple for growing client facing teams

Calendr.so makes it easy for your clients & prospects to book relevant meetings with your team, while maintaining calendar privacy & flexibility so everyone saves time without missing opportunities.

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Built with input from 200+ startups & modern accounting firms

Our team has worked with Client Managers, Customer Success, Sales teams and accountants across more than 200 growing businesses, with teams from 5 to 150+ staff. We know what works and what doesn't when it comes to client facing workflows so we've focused on the features that save time as the team evolves while not sacrificing the client experience

Here are just a few of the common use cases growing teams are using calendr.so for...

Bulild a robust sales engine with confidence

Sales

Share booking links at various stages of the sales process with fallback options to ensure your team never misses an opportunity even if someone leaves the business.

Multi-host options.: Ensure someone is always available for the meeting with options like Round Robin, Multi-host or fallback options that you can control.
Forms.: Add forms to the booking process so you have key data ahead of the call sent directly to your inbox.
Embeddable.: Embed booking forms into pages on your website, in your marketing funnel or simply share a link in your email, whatever works for you.

Streamline Onboarding

Onboarding

Whether the initial meeting or 3 month check in, prevent clients getting stuck in the onboarding processes by simply sharing a link.

Keep clients and the team accountable while building relationships by collecting the required data during the booking process.

Forms.: Collect data during the meeting booking process which incentivises the client to take action and have the data sent to relevant team members.
Fallback Options.: Allow multiple people to host onboarding calls with round robin or, select a fallback person when a key team member is unavailable.
Multi-host Meetings.: When an additional team member is needed, you can share the one link that only displays times when you are both available.

Ensure every client is profitable

Regular Client Reviews

Keeping on top of countless emails going back and forth to arrange, then rearrange meetings is a waste of time for Partners & Client Managers. With calendr.so you can simply block out time for particular types of meetings throughout the week and have clients and team members book meetings with ease.

This is particualrly powerful when initiated by the recurring work in your current systems, this gives you the most leverage and an opportunity to upsell and get ahead of any issues before they become a problem without having to setup pesky integrations, simply paste a link.

Event types.: Create custom booking pages to make it clear what the meeting is about and what is needed to prepare for internal and client meetings.
Multi-host.: Share the one link that ensures both the Partner and Client Manager will be available for the meeting.
Branded links.: Links are clearly labeled with your company name and what the meeting is about so they are easy to share and clients book with confidence.

Optimised for teams and the customer experience

Most booking platforms aren't optimised for teams, meaning each team member needs to setup and maintain their own profiles and booking pages making it hard to maintain consistency as the team evolves. We've built a platform knowing a manager will need to roll out changes and onboard team members while allowing team members to have the flexiblity they require

Multi-host Booking Pages: Allow clients and prospects to book calls with more than one person, ensuring all are available for the meeting by sharing a single link.
Standardise & Manage Meeting Types: Individuals can create their own booking pages & admins can create event types that anyone in a team can use, ensuring consistency for the client but also allowing for fallbacks if the team member is no longer available.
Capture Data: Add customised forms to booking pages to collect data ahead of meetings & save contact data for anyone who schedules a meeting which can then be pushed to other systems.
Connect Multiple Calendars: Each team member can connect multiple calendars (personal and work) to ensure their availability is accurate & up to date, while maintaining privacy.
Flexible Fallback Options: When a specific team member isn't available, you can allow clients and prospects to select a team member, you can select someone or you can nominate someone automatically with "round-robin".
Provide a Professional Experience: Add your brand name to the link, then your logo with an image of your team member's details to booking pages so clients book with confidence.

No need to start from scratch

Embed links anywhere without frustrating integrations

Having your booking pages accessible with a link means everyone already knows how to share them and they can easily be integrated with your current set of tools.

You can simply paste the link into; task lists, docs, emails, email footers, blog posts, web pages, SMS messages, social media profiles… anywhere your clients are.

Keep multiple calendars in sync

Keep your personal and work calendars in sync by connecting multiple Google and Microsoft accounts, to ensure your availability is accurate and up to date and select which calendars receive new bookings.

Connect Multiple Google and Microsoft Accounts: Connect all of your calendars Google and Microsoft accounts to ensure your availability is accurate and up to date - without sharing your personal calendar with colleagues.
Share Availability across all Calendars with privacy: When you share your booking link, clients and prospects can only see dates and times you are available, not what's in your personal calendar.
Send Bookings to Multiple Calendars: Select which calendars receive new bookings to ensure your availability is accurate and up to date in all of your calendars.

Getting setup

As you probably have a practice management solution and email in place, getting started is really simple - you can get started in minutes...

1 Sign up / invite a colleague: If you are the first to sign up, you can create an account. Then you will be able to invite colleagues to join you.
2 Connect your calendars: Connect your work and personal (optional) calendars to calendr.so and customise your availability to maintain control of your calendar.
3 Share calendar links: Share your link with your clients and prospects. When they book it will be added to your calendar and you will both be sent a confirmation email.

Testimonials

What people are saying about calendr.so

Rowan Van Tromp FCCA

Director at App Advisory Plus

Aaron Lee

Implementation Specialist at Karbon

Peter Grillet

Operations Consultant & Founder of calendr.so

Ready to simplify your booking workflows?

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