Scheduling Software for Professional Services
Scheduling Software for Professional Services
Save time, win new clients, and accelerate business growth with Appointy
Eliminate scheduling back-and-forth, manage client data, boost employee productivity, accept online payments, and automate marketing with our professional services software
Scheduling software for professional services that can help firms across many different industries
Appointy makes it easier for professionals, consultants, and advisors to schedule 1:1 consultations, group meetings, virtual business coaching, and more
Business Consultants & Coaches
Financial Advisors & Services
Attorneys & Law Firms
Real Estate Agents
Get a 24x7 online assistant to simplify appointment scheduling for you and your clients
Give your clients a frictionless booking experience and keep your appointment book full with Appointy’s online scheduling software for professional services
Step 1: Set your availability. Booking rules make it simple & flexible
Appointy helps you optimize your schedule so that there are no unfilled slots. Simply enter your availability, offered services and charges, and your booking page will be ready. Avoid overbooking with booking restrictions
Step 2: Share your booking link
Share your booking URL through emails, texts, brochures etc. Embed the booking widget on your website or add a ‘Book Now’ button to your Facebook, Instagram, and Google My Business profiles
Step 3: Watch appointments roll-in. No more interruptions or double-bookings!
Clients can easily self-schedule single or recurring sessions and reschedule or cancel appointments online. Confirmed appointments are added to your calendar with our Google, Outlook, and iCal integrations
Automate business operations to reduce admin work and clock more billable hours
All-in-one appointment scheduler that gives professionals more time to work on projects, facilitates business and service management, and helps make data-driven decisions
View your schedule for the entire day/week/month at a glance with an intuitive, color-coded appointment calendar. Schedule new sessions in a click and reschedule with a simple drag-and-drop
Advance Booking Settings
Take complete control of your bookings and enjoy a better work-life balance. Cap number of sessions per client in a day/week, intelligently distribute sessions to staff, choose how much in advance clients can book/cancel, etc.
Send clients automated appointment confirmations, reminders, and other updates via email or text to ensure they always stay on top of their upcoming sessions. Reduce no-shows or last minute cancellations significantly
Run your consultancy business from anywhere! Whether you’re attending a conference or hitting the gym, you can easily access your sessions, staff schedules, reports, etc. via Appointy’s admin app for Android and iOS
Keep a track of your employees’ availability, schedules, productivity, and more. Give them separate login access to plan their week, manage their sessions, leaves, etc. on their own so that you don’t have to micro-manage
Easily access important client details using Appointy’s inbuilt CRM. Track their session history & past payments and refer to their digital notes, intake form answers and more, to understand their needs better
Enable secure prepayment options for clients with popular payment gateways like Square, Paypal, and Stripe. Charge a full/ partial fee for your sessions to ensure that there are no casual bookings or late payments
Reporting and Analytics
Track key metrics like no. of appointments mom/yoy, new opportunities acquired, monthly sales, employee productivity, client satisfaction, and more using our reporting dashboard and make informed business decisions
Appointy connects with the apps you use daily to help you manage your business from a single place
Our professional services scheduling software integrates with popular and reliable video conferencing tools, payment gateways, social media, and various personal/work calendars
Let Appointy be your marketing manager and watch your business grow!
Maximize your business revenue with our appointment management software that helps you get more clients, deliver quality services, and build lasting relationships
Win more clients
Leverage the most popular discovery platforms to boost your online presence. Connect with prospects by allowing them to book a consultation directly from your Facebook, Instagram and Google My Business profiles. Appointy lets you add a ‘Book’ button to convert visitors into paying clients
Build your brand
Create a professional booking website for your advisory services that mirrors your brand. Display important information like services offered, pricing plans, consultant descriptions, client reviews, business details and more to build trust and ensure that clients make an informed decision
Deliver personalized consultations
Get important information from clients at the time of booking to prepare better before an appointment with intake forms. Store client details like company profile, business goals, challenges, budget, etc. in client notes to offer personalized advice. Segment client list based on their ticket size, market share, etc. & channelize your efforts to retain them
Expand to new markets
Offer virtual consultations with Appointy’s Zoom integration and cater to clients beyond your local audience. Clients can easily book 1:1 or group remote advisory sessions with you and the meeting details will be shared with the participants in the booking confirmation emails so that they can join with just a click!
Manage your online reputation
Automatically request reviews from clients to get feedback on their experience with your team. Share and promote 5-star reviews from happy customers on your booking website and social media to get quality referrals with no extra costs. Track and address negative reviews before they boil over
We also develop custom-made enterprise-grade online scheduling software fit for large firms and enterprises to handle large appointment volumes, multiple employees and locations, and complex scheduling needs
55,000+ professionals and firms trust Appointy’s scheduling software worldwide
A user-friendly appointment app for everyone involved. I use Appointy to schedule appointments online, which really makes it easier for leads and clients to get in touch with me. I can use it for in-person meetings and calls. The Appointy platform is actually complete enough to serve as a website with company and service information.
Our office uses Appointy to schedule appointments for managers and teams. Appointy allows our office to allow scheduling via online channels such as Facebook. Having this interaction on social media has been a huge benefit for our workplace.
Your peace of mind is our top priority!
Appointy is supported by a team of dedicated professionals who are always available via email, chat and phone.
We are ready to support your business at every stage of your growth. When you expand your business to multiple locations, Appointy allows easy management of all your center locations from a centralized admin portal
Free Setup Assistance & Easy Migration
With easy onboarding and free personalized setup assistance from people who have onboarded thousands of consultants & advisory firms, you get started with Appointy in no time. Need to shift from your existing system? We take care of everything!
We take customer data security very seriously. Your data is safe, backed-up on cloud, and you retain its complete ownership. Our application is hosted on Google Cloud which adheres to the highest standards of reliability and data security