For marketing, design & creative agencies

Appointment Scheduling Software for Marketing Agencies

calendr.so is marketing agency scheduling software for marketing, design, and creative agencies that need agency client meeting scheduling for discovery calls, check-ins, kickoffs, and creative reviews.

Multi-host Booking - Booking Forms - Embeddable Booking

Google
Microsoft 365

No credit card required

Marketing agency scheduling dashboard in calendr.so

Discovery & new business

Give prospects a fast route into the first agency conversation without slowing down the sales process.

Client check-ins & kickoffs

Make recurring status meetings and project kickoffs easier to book with the right internal attendees.

Creative reviews

Schedule review meetings with account managers and creative leads on the same call.

Use cases

Client meeting scheduling for agency teams

Agency client meeting scheduling often involves more than one internal person. An account manager may need a creative director on a kickoff, or a strategist may need a specialist on a review call. calendr.so supports ad agency scheduling and design agency scheduling workflows with multi-host booking, project brief forms, and booking pages that help new business and client teams move faster.

Discovery

Discovery calls and new business conversations

Give prospects a fast route into the first agency conversation. Collect scope, goals, and context before the call so your team shows up prepared — similar to how sales teams handle inbound meeting booking.

Gather project briefs upfront.
Use booking forms to collect goals, scope, and context before the discovery call begins.
Protect focus time.
Show only the discovery windows you want prospects to book without exposing your full calendar.
Embed on proposals and websites.
Add booking links to proposals, websites, and email signatures so prospects can schedule immediately.
Discovery call booking page for marketing agencies

Engagements

Project kickoffs and client check-ins

Include account manager and creative director availability in one booking flow. Make recurring status meetings easier to book and repeat throughout the engagement.

Include the right internal leads.
Use multi-host booking when a kickoff needs both account management and creative leadership on the call.
Separate kickoff from check-ins.
Keep project kickoffs, status reviews, and ad-hoc calls as distinct booking flows with the right duration.
Connect new business to delivery.
Link new business scheduling with ongoing client team workflows as projects move from pitch to production.
Agency project kickoff booking with multiple attendees

Creative reviews

Creative reviews with the right agency team

Schedule review meetings with the right internal attendees present — whether that means account, strategy, and creative on the same call, or workflows that overlap with consultants and other client-facing professionals.

Coordinate specialist attendance.
Book review calls when strategists, designers, and account leads are all available.
Collect assets and context early.
Gather goals, scope, and reference materials before creative review meetings begin.
Keep clients moving forward.
Reduce the back-and-forth that slows down approvals and project momentum.
Creative review booking page for agency teams

Agency booking workflows

Discovery calls

Give prospects a fast route into the first agency conversation.

Client check-ins

Make recurring status meetings easier to book and repeat.

Project kickoffs

Include account manager and creative director availability in one booking flow.

Creative reviews

Schedule review meetings with the right internal attendees present.

Project brief forms

Collect goals, scope, and assets before the meeting starts.

Sales team handoffs

Connect new business scheduling with ongoing client team workflows.

How to setup

Create agency booking pages for discovery calls, kickoffs, and creative reviews

This short walkthrough shows how quickly a marketing agency can get calendr.so working for client meetings.

In the video, you will see:

  • How to create separate booking pages for discovery, kickoffs, and reviews
  • How to add project brief forms before client calls
  • How to set up multi-host scheduling for account and creative leads
  • How to configure availability and buffers around your agency calendar

Team management

Better scheduling for creative client teams

calendr.so helps agencies reduce the admin around client meetings so account, strategy, and creative teams can spend more time delivering work — with the same scheduling features client-facing teams rely on across marketing, design, ad, and creative agencies.

Team scheduling management for marketing agencies
Multi-host client meetings
Coordinate account managers, creative directors, and specialists from one booking page.
Project brief forms
Collect goals, scope, and context before discovery calls and kickoffs begin.
Separate meeting types
Keep discovery, check-ins, kickoffs, and creative reviews as distinct flows.
New business to delivery
Connect sales scheduling with ongoing client team workflows as projects start.
Branded agency booking
Present a polished booking experience that matches the standard clients expect from your agency.
Availability you control
Set buffers, meeting lengths, and booking windows around your agency calendar.

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Blog

More ways calendr.so can help client-facing teams

View all how we can help posts
What Is Multi-Host Scheduling?

What Is Multi-Host Scheduling?

Multi-host scheduling lets someone book a meeting only when all required hosts are available. This guide explains what multi-host scheduling means, when to use it, how it differs from round robin and group scheduling, and why it matters for teams that run demos, handoffs, interviews, client reviews, and advisory meetings.

Read article

An online booking software workflow showing booking pages, appointment types, calendar sync, forms, team routing, and confirmed bookings

What Is Online Booking Software? (And Why Your Team Needs It)

Online booking software lets people reserve appointments, meetings, services, classes, or resources without manual coordination. This guide explains what online booking software is, how it differs from appointment scheduling software, which features matter, and why teams usually need more control than individuals.

Read article

Meeting scheduling, Scheduling etiquette, Professional meetings, Booking links, Rescheduling

Meeting Scheduling Etiquette: The Complete Guide

Meeting scheduling etiquette is about making it easy for the other person to say yes, prepare properly, and understand what happens next. This guide covers when to send a booking link, when to propose times, how to write meeting invitation emails, and how to reschedule professionally.

Read article

Frequently asked questions

Can account managers and creative directors share one booking page?
Yes. Multi-host booking lets clients schedule times when both the account manager and creative director are available.
Can we collect project briefs before a discovery call?
Yes. Booking forms help agencies gather scope, goals, and context before client meetings.
Does this work for marketing, design, and creative agencies?
Yes. calendr.so supports agency client meeting scheduling across marketing, design, ad, and creative teams.

Make agency client meetings easier to book

Create booking pages for discovery calls, kickoffs, and creative reviews.

No credit card required