Team management
Software for consulting firms that need better client booking
Whether you are building a solo practice or scaling a consulting firm, calendr.so helps you present a more professional booking experience while keeping scheduling flexible as the team grows — with the same scheduling features client-facing teams rely on.
- Branded booking pages
- Present a polished client experience that matches the standard prospects and clients expect from consulting practices.
- Project brief collection
- Use booking forms to gather scope, goals, and context before discovery calls and kickoff meetings begin.
- Round robin for inbound leads
- Distribute new enquiries across available consultants without manual routing or inbox triage.
- Multi-host engagements
- Let clients book kickoffs and reviews when more than one consultant needs to attend.
- Embeddable booking flows
- Add scheduling directly to proposals, websites, and email signatures so clients can book without extra steps.
- Consistent event types
- Standardise discovery, kickoff, check-in, and review flows so every consultant follows the same client journey.