Consultation calls. Booked and paid.
Turn website visitors into confirmed consultation calls.
Every consultation call is a revenue opportunity. Schedly handles the booking, qualification, and payment in one seamless flow — so you can focus on delivering value, not managing logistics.
The exact flow your clients experience
From first click to confirmed booking — every step automated by Schedly.
Create your consultation event
Set duration, price (if paid), and the intake questions you need answered before the call to prepare effectively.
Prospect discovers your booking page
Via your website, email signature, social bio, or ad campaign — prospects arrive at a professional booking page that builds credibility.
Prospect qualifies themselves
Intake form questions filter out low-fit inquiries before they consume your calendar. Only prepared, qualified prospects confirm.
Automatic confirmation and prep
Confirmed clients receive everything they need: meeting link, preparation instructions, and your bio — setting up a great first impression.
Everything you need for this use case
Paid or free consultations
Collect consultation fees upfront via Stripe, or keep consultations free with optional intake qualification. Both flows are seamless for prospects.
Prospect qualification intake
Ask the questions that matter: budget, timeline, goals, current situation. Only informed, qualified prospects reach your calendar.
Automatic Zoom or Meet link
Every consultation generates a unique video conferencing link automatically — included in both the confirmation email and calendar invite.
No-show protection
Paid consultations have built-in no-show protection. For free consultations, SMS reminders cut no-shows by up to 67%.
"Schedly made this use case trivially easy to set up. My clients love the self-serve experience, and I love that the whole thing runs on autopilot."
Consultation Call Optimization: Maximizing the Value of Your Most Important Meeting Type
The initial consultation call is the highest-stakes scheduling event in most professional service businesses. It's where revenue decisions are made: will this prospect become a client? At what scope? Beginning with what timeline? The scheduling infrastructure around the consultation call affects the outcome in ways that most professionals don't fully account for: the ease of booking signals organizational quality before the call begins; the intake form determines how prepared and focused the call is; the confirmation sequence determines how well-prepared the prospect arrives; and the follow-up automation determines how quickly the relationship progresses after the call.
Qualification Through Intake: Pre-Screening Before the Calendar Is Reserved
Every unqualified consultation call consumes time that a qualified call could have used. The typical cost of an unqualified consultation: 30–60 minutes of the provider's time plus the preparation invested, with zero revenue potential. Intake form qualification — asking 2–4 qualifying questions before the booking is confirmed — surfaces fit issues before the calendar slot is committed. A financial advisor's intake form that asks 'What is your approximate investable asset range?' may reveal that the prospect is below the minimum threshold before an appointment is ever confirmed. A coach's intake form that asks 'What is your primary goal for our work together?' may reveal a use case outside the coach's specialty. The qualification conversation happens asynchronously, before the calendar commitment, rather than consuming an appointment that can't be recovered.
Post-Consultation Follow-Up: The 24-Hour Window That Determines Client Conversion
The 24–48 hours after a consultation call are the highest-leverage period in the client acquisition cycle. The prospect is warm, the conversation is fresh, and their consideration of whether to move forward is most active. Schedly's post-appointment follow-up automation sends a personalized email in this window that: references the specific conversation and the prospect's stated goals, provides a next steps proposal or proposal link (if you've already determined scope), confirms the timing and process for moving forward, and includes the booking link for the next session (if the prospect is ready to proceed). This timely, specific follow-up converts a greater percentage of consultations into engagements — by delivering the next step before the prospect's attention moves to competing priorities.
Frequently Asked Questions
Stop Losing Bookings to
Scheduling Friction.
Schedly puts your calendar to work around the clock. Every lead, every client, and every meeting lands exactly where it should, automatically.