Accountants, Customer Success & Sales Teams
Appointment scheduling software built for teams
Calendr.so makes it easy for your clients & prospects to schedule specific meetings with your team, while maintaining calendar privacy & flexibility so everyone saves time without missing opportunities.
Multi-host Booking - Round Robin - Fallback Options - Team Management
A scalable way for clients and prospects to schedule with your team
Discover how teams are using calendr.so to save time while building robust and scalable processes that improve the client experience.
Sales
Book more meetings, faster, without back-and-forth emails.
Customer Success
Protect focus time while making it easy for customers to book.
Accountants
Embed booking links across workflows to streamline everything from sales consultations to collecting tax returns in person.
Built with input from 200+ small businesses from Accounting Firms to Startups
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...
Build 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.
- Availability management.
- Maintain control over your calendar by limiting which days and times you're available for specific types of meetings.
- 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.
- Team management.
- Quickly roll out changes and maintain consistency by having admins create and manage event types and roll them out across specific teams.
- Optional locations.
- Give attendees the ability to select if they want a video call, phone call or, to meet in person at your office.
- 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 particularly 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 set up 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.
- Fallback Options.
- Allow multiple people to host onboarding calls with round robin or, select a fallback person when a key team member is unavailable.
Designed for team members, admins and the customer experience
Most booking platforms aren't optimised for teams, meaning each team member needs to set up 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 ability to control their time
- 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.
Don't worry about complex integrations
Share links anywhere
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.
How to set up
How to get set up in less than 2 minutes 30 seconds
This short walkthrough shows how quickly a practice manager can get calendr.so working for the firm.
In the video, you will see:
- How to set up a new account
- How to update your availability
- How to share a link for your first meeting
- How to invite your colleagues
What people are saying
Trusted by sales leaders, CSMs, accountants and consultants rolling out team scheduling
From team event types and booking forms to round robin, multi-host meetings, and reporting — teams across sales, professional services, and client-facing businesses use calendr.so to save time as they grow.
"Team event types let us standardise client consultation and review meetings across the firm — so partners and managers share the same professional booking experience without everyone maintaining their own links."
"I embed calendr.so booking links straight into landing pages and outreach — prospects pick a time without email ping-pong, and I keep control of when I'm actually available."
"calendr.so makes it easy for customers to book with the right CSM or sales person — round robin and shared team pages mean handovers happen without chasing links or waiting on replies."
"Booking forms on our consultation pages collect the briefing details we need before a call — clients book in one step and our team shows up prepared instead of spending the first ten minutes on basics."
"Booking reports give me a firm-wide view of what is actually being scheduled — by person and meeting type — without exporting calendars. That's the oversight a growing team needs."
"We rolled calendr.so out quickly — Google Calendar sync, team booking pages, and multi-host meetings worked out of the box without a heavy IT project or custom integration."
"Standardising our meeting types and having booking reports in one place has dramatically saved time. We spend less time coordinating calendars and more time in conversations that matter."
"Standardising how we book and having clear reporting has let our sales team scale faster — we didn't need more admin to handle more reps."
"I've installed calendr.so with several sales teams because it's easy to deploy, and the reporting gives marketing real visibility into which campaigns are turning into booked meetings."
"Our clients and our team both love it — it saves time in the booking process and gets rid of the back-and-forth."
"Multi-host booking pages mean clients can schedule workshops when every facilitator is free — one link, no internal calendar coordination, and a smoother experience for everyone."
"You don't need to be technical to get calendr.so working. We had booking pages set up and shared with the team quickly — without IT or a long implementation project."
Ready to simplify your booking workflows?
Create your account with Google or Microsoft and share booking links within minutes.
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