The Best Consultant Scheduling Software to Use for Your Business

Scheduling is a time-consuming task, and for a profitable consultant, every minute counts. This means that you have to be efficient and timely when delivering your services, without lowering the quality of your sessions. Scheduling, rescheduling, communicating with clients, and sending confirmations can become a full-time job if you let it. Luckily, this isn’t the only way.

Many consultants have chosen to automate their workflow with consultant scheduling software. Good software can send notifications, deal with last-minute rescheduling requests, accept payments, and do the heavy lifting for you.

If you are wondering which consultant scheduling software is right for you, look no further. In this article, you will find the 18 best scheduling software on the market that will save you from all the hassle that comes from scheduling.

Enjoy!

Amelia

Amelia is a WordPress booking plugin that helps businesses and service providers efficiently manage appointments and bookings. It is designed to be user-friendly and customizable, providing a seamless booking experience for both businesses and their customers.

Amelia can help you run and manage your consulting practice through its powerful features:

• Appointment scheduling: You can set up their available time slots and customers can easily book consulting sessions based on their preferred date and time.
• Calendar management: The plugin provides a visual calendar interface where you can view and manage all your sessions, allowing for easy scheduling and rescheduling.
• Automated notifications: Amelia sends automated email and SMS notifications to both you and your customers to confirm appointments, remind customers of upcoming bookings, or notify about any changes or cancellations.
• Payment integrations: It supports various payment gateways, allowing you to collect payments securely online at the time of booking or after the appointment.
• Google and Outlook calendar integrations: Simply integrate Amelia with your private calendar and avoid any scheduling conflicts and double bookings.
• Employee management: In case you have a consulting company and manage more employees, Amelia enables you to manage their schedules with ease.
• Reporting and analytics: Amelia provides reporting features to track bookings, customer information, and other relevant data. This helps you gain a deeper insight into your operations, which allows you to grow your consulting business.

All of these and much more are under only one license, no add-ons are needed.

Make sure to check out the demos and see for yourself how Amelia can transform the way you manage your consulting business.

HubSpot Meetings Tool

HubSpots suite of software solutions is full of great tools, and HubSpot’s Meetings Tool is just one of them. First of all, it has a free plan available for those who don’t need lots of features to schedule appointments. However, don’t be fooled by the lack of a price tag. This scheduling software has many powerful features that make the booking process easy.

One of the main features that users enjoy is its calendar system integration. Whether you are using Google Calendar or Office 365, HubSpot Meetings Tool’s got your back. You also have full control over your availability, which can empower your clients when setting their appointments.

Here are some of HubSpots stand out features:

• Calendar Syncing.
• Clients can schedule their own appointments.
• Website embedment options.
• Full integration with the rest of HubSpots Suite of software.

Appointlet

Appointlet is a consultant scheduling software that focuses on external calendar integration. Even with its free version, you can connect to external calendars like Outlook, Office 365, and Google Calendar.

Appointlet also integrates external video programs, which helps encourage group meetings without the need for in-person meetings. Using Appointlet, you can integrate tools like Zoom, Go2Meeting, and Join.Me.

Here are some of the base features included with Appointlet:

• In-depth reporting.
• Custom branding.
• Personalized links.
• Google Calendar and Office 365 integration.
• Unlimited meeting types.
• And unlimited bookings.

And here are some of the features you have access to when upgrading:

• Stripe integration.
• Zapier integration.
• Automated booking reminders.
• And private meeting types.

But it isn’t just features that make good consulting scheduling software. Appointlet gives you more customization options through custom booking forms. All you have to do is create yours and then share its URL with your clients. You also have the opportunity to integrate the page into your website or share it through email. When selected, all appointments will be automatically added to both your and your client’s calendars.

Trafft

Trafft has been one of the leading appointment scheduling solutions for professional consultants for a long time now. Not only does it take out the stress of upcoming appointments, but it also includes many powerful features that give your business a leg up on the competition.

One of the most interesting parts of Trafft is its many integrated features. As an online consultant, you need features like virtual meetings, payment options, calendar syncing, and Zapier integration. Trafft helps you get started by giving you all of these features right from the get-go.

What’s more, you don’t even need a website to get started. Trafft provides a slick and professional web page that you can customize to match your branding needs. Creating a website from scratch can be the scariest part of the scheduling process, but you don’t need to worry about that if you choose Trafft.

Doodle

Doodle is another consultant scheduling software that’s suited perfectly for businesses that work with multiple groups and team members. It makes scheduling a meeting with a group of three or more members easy.

Using Doodly, Team members only need to select a date and time that’s suitable for everyone (although this is not always easy). Also, you don’t need to worry about your data’s protection. Due to the large amount of sensitive information involved with large teams, Doodle uses Amazon Web Service and Cloudflare to protect your data.

You can also easily integrate your other calendars, as well as your Outlook accounts. You can even customize and brand your client’s experience with personalized integrated scheduling links.

10to8

10to8 is a very popular appointment-scheduling software that offers calendars for multiple employees, customer reminders, and many booking features. It also offers larger features like questionnaires, calendar sync, and online payment processing. The best thing – it’s free!

With its free forever plan, 10to8 makes itself a great fit for solo entrepreneurs. As long as you have fewer than 100 appointments a month, you can use all of its features for free. When your business continues to grow, then you can upgrade to a paid version instead. With the paid plan you can have more appointments in a month, more employees in the software, more branding opportunities, and HIPAA compliance.

Square Appointments

Square Appointments is another excellent appointment-scheduling software that’s well-suited for solopreneurs. It also includes many useful features free of charge, which makes it an even better option for consultants on a budget.

This solution offers access to all of Square’s business management software, which includes powerful features like CRM, invoicing, and payment processing, free of charge. It also offers more features like email and SMS reminders, which can prove very helpful for consultants with busy calendars.

Square Appointments also lets you accept payments during the booking time and charge absent fees for cancellations. These features can greatly help decrease no-shows, as well as rouse clients’ interest in the session.

Bookeo

If you are looking for a multi-faceted tool that provides both appointment setting and advanced information tracking, Bookeo is the tool for you. Bookeo updates your schedule automatically in real-time to book appointments optimally, as well as integrates directly with HubSpot to improve your contact lists.

This makes Bookeo a great option for many different types of businesses, from multinational corporations to small start-ups. Its main goal is to help save time and let you focus on increasing revenue.

Vectera

Vectera is a consultant scheduling software with a great free plan. This makes it a great option if you only need to occasionally meet up with clients one-on-one.

Using Vectera, you can schedule meetings quickly with its easy-to-use interface, but that’s not all. Vectera also provides virtual spaces designed to make meetings more productive. You will find that these rooms are filled with useful amenities, and they are accessible around the clock. This makes it useful as a communication center for clients, as they can always access it to get in touch with you.

Meetfox

Meetfox is a particularly powerful online booking software that works great for consultants. It makes the entire management process for meetings and appointments much simpler.

MeetFox is also very customizable, and it can be completely white-labeled. This means that you could create a professional-looking booking page while sporting your brand colors and logo. You can also customize your confirmation emails, embedding them with a booking button that simplifies the process.

Meetfox also offers a free trial to new users, as well as a more basic version with limited features. This allows you to give it a try, without putting too much on the line.

Book Like A Boss

If you want to start turning time into money quickly, take a look at Book Like A Boss. There, you can create booking pages quickly and easily and start making money. Here’s how it works.

First, you create an account and name your booking page. Then you can create your schedule and list your services. After that, simply add a preferred method of payment, and you’re done. Then you can manage your clients, bookings, and schedule from your personal dashboard.

Here are some of its key features:

• Coupon codes.
• Automated reminders.
• Multiple attendees.
• Page and email customization.
• Online payments.
• Various integrations.
• And a detailed booking page with a bio.

Appointy

Appointy is another great software that offers acuity scheduling without sacrificing its capabilities. It’s also very scalable, as you can easily start with its free plan and move towards its more powerful paid versions.

Appointy lets your clients book directly from Google Calendar while sending automated reminders at useful times. It also can accept payments through secure means like Square.

Using Appointy, you can easily manage everything, from appointment details to scheduling employees and resources, all from one simple interface. This saves you the pain of searching through thousands of tabs to find the one service you’re looking for.

Appointy always builds upon the features of its lower-priced levels, making the next level a significant improvement. For example, you get five services and 100 appointments per month with its free version. The next level up (Growth) offers instead unlimited appointments and services. Although this may seem like a jump, the next further levels continue to grow and build upon these numbers to find a significant improvement.

Calendly

Calendly takes over the hassle of sending countless emails in order to plan a 30-minute meeting. With Calendly, you can easily send invitations and create reservations for individuals, and even entire teams.

Using this platform, you can arrange both in-person and virtual meetings easily. You also don’t have to worry about no-shows, miscommunication, or overdue payments, as Calendly will take care of it for you.

In addition, you can send tailored follow-up messages and reminders to new and existing clients. You have the option of sending them through text messages or by email.

Calendar

Calendar is another consultant scheduling software that provides time management through an easy-to-use digital calendar. There, it combines all of your information from Outlook, iCal, and Google Calendar using its powerful calendar syncing.

Using the power of AI, Calendar brings all of this information into one single dashboard. This lets you understand the full scope of your business at a glance. Needless to say, it also provides many more features like syncing for mobile devices, calendar analytics, and rescheduling capabilities.

TIMIFY

TIMIFY is a scheduling software that’s great for consultants who work around the world, while still managing client engagements with ease. It does this by providing real-time online booking, in addition to promotional and marketing tools for consultants.

The free version of TIMIFY has a basic set of features that works well for singular users or small startups. It includes features like online payment processing, unlimited bookings, and CMS widget plugins.

If you would prefer more flexibility or need more features, you will have to upgrade to premium. The premium plan includes features like calendar synchronization, recurring appointments, resource management, and much more.

Setmore

Setmore is a scheduling software that utilizes a central booking calendar system in its services. This lets users access all of their information from one central location while accessing it from any device.

Although the free plan is powerful, it may not be enough for you. If that’s the case, you can choose to upgrade to Premium (which supports up to two users) or Pro (which supports three or more). You also have access to more advanced features when upgraded, like custom notifications, SMS reminders, recurring appointments, and more than 100 email reminders per month.

Checkfront

Checkfront is another great software that can help improve your business’s performance. It is largely focused on CRM and booking, which makes it a great option, especially for businesses like hotels, events, and other experiences instead of consulting. However, there are many professionals who prefer it, which gives it the right to a spot on this list.

Here are some of Checkfront’s distinctive features:

• Automated invoicing and billing.
• Instant payment processing.
• Self-service bookings.
• A real-time dashboard.
• Certificates.
• Vouchers.
• Website integrations.
• And a mobile app.

OnceHub

OnceHub (which used to be called ScheduleOnce) is a powerful scheduling app built with consultants in mind. It lets you easily create a virtual appointment book called a “MeetMe page”, which can help keep your appointment info clean and organized.

The way that OnceHub handles its scheduling makes it an especially great option for consultants. It offers two booking options, one shows multiple free time slots for clients to choose from, while the other shows one specific preferred time slot to your clients. This particular feature gives you much more flexibility when showing booking times, as you get some control over your booking times without taking away all control from your clients.

Which Consultant Scheduling Software Will You Pick?

When considering the available consultant scheduling software on the market, there are many features you will want to look out for: how easy is it for you and your clients to use? How well can the app integrate with your workflows? And, most importantly, does the software fit your needs?

The truth is, you are the only one that can answer these questions, as you are the only one that knows the needs of your business. Luckily, with this list at hand, you have a plethora of available options that can fit any style of consultant’s business needs. Rest assured, there is an option on this list that will perfectly fit your business. Happy booking!

If you enjoyed reading this article about consultant scheduling software, you should read these as well:

• The Best Consulting WordPress Plugins for a Consultant Website
• The Best Consultant Websites to Use as Inspiration
• Tips for Becoming a Self-Employed Business Consultant
• Scheduling Software for Small Businesses: The Future of Productivity

Author Ljubica Buha

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