Scheduling for legal and financial consulting firms
Attract new clients and distribute them across your consulting team
Streamline your consulting pipeline
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Attract new clients to your site with marketing materials
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Embed the scheduling tool on your website and in email campaigns
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Schedule initial consultations with prospects and qualify them
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Distribute consultation opportunities across your team
Grow your consulting business with powerful scheduling features
- Up to 5 members
- Unlimited Meetings
- Connect Zoom, Meet, MS Teams, Webex, and more
- Cancel and reschedule events
- Send Automated Reminders
- Manually Confirm Bookings
- Collect Payment
- Pre-fill form fields
- Redirect after booking
- Zapier (CRM, SMS, Marketing)
- Webhooks
- Disable Appointlet Branding
- Priority customer support
- Quarterly account reviews
- Advanced security measures
Deliver the professional experience your customers expect
Deliver the professional experience your customers expect
When people first discover your company online, they’re looking for signs that they can trust you. A professional booking experience helps you make the most of that first impression.
Traditional contact forms cost consulting teams valuable client opportunities. By the time your team receives and processes the message, those leads may have already booked with another business who offered automated scheduling.
To solve this, Appointlet provides scheduling tools you can add directly to your website, including a customizable intake form. Distribute the meetings across your team as needed, so everyone gets an equal opportunity to build their client portfolio.
Supporting companies for over 10 years
Scenarios
Consulting firms use Appointlet from the first moments of their client journey. Simply drop the scheduling page on your website, in an email, or any live chat tool. We'll help you collect important qualifiers with a customized intake form, so your sales pitch align with their needs.
When consultants gain a new client, they can share private links that showcase their services and availability. This makes it easier for your customers to schedule follow up meetings in person, on the phone, or with a video conferencing tool of your choice.
Sometimes your clients will run into issues that fall outside the scope of consulting. If they have trouble using your website or software, Appointlet gives you a vehicle to manage inbound support requests so you're not limited to email and live chat.
Your front desk may need to confirm that they will be available to receive or hand off paperwork to a client. Scheduling these quick transactions helps to minimize foot traffic in your business and reduces wait times for notaries, affidavits and so forth.
Integrates seamlessly with your favorite apps
Testimonials
Here's what companies have to say about Appointlet!
“Our customer onboarding team uses Appointlet to schedule meetings with new prospects and channel their lead data into Salesforce and Intercom.“
“English is not their first language for many of our clients. The experience of picking a location, service, date and time has proven to be more intuitive for them.”
“After 30 years of manual scheduling, we’ve improved productivity and scaled up our team’s bookings”.
Have Questions? We’ve got answers!
