⚖️
Appointment Booking

Appointment Booking for Professional Services

Your Time is Billable—Protect It

Professional appointment booking for lawyers, accountants, financial advisors, and other service professionals. Stop scheduling, start billing.

6hrs
saved weekly on scheduling coordination
50%
faster lead response time
40%
more consultations booked

Perfect For

Lawyers and legal practicesAccountants and CPAsFinancial advisorsInsurance agentsBusiness consultants

Why Professional Services Choose SchedulingKit

Client Qualification

Intake forms capture needs before consultations.

Consultation Fees

Collect payment for paid consultations.

Professional Image

Branded booking that matches your firm.

Conflict Prevention

Check for conflicts before accepting meetings.

Features Built for Professional Services

Intake forms

Detailed information before consultations

Paid consultations

Collect fees at booking

Multi-attorney booking

Route to appropriate professionals

Calendar integration

Sync with Outlook and firm calendars

Retainer collection

Upfront deposits and retainers

Virtual meetings

Zoom and Teams integration

How Appointment Booking Works for Professional Services

Appointment booking for professional services involves more than just picking a time slot. Clients expect a seamless flow from discovering your availability to receiving a confirmation—ideally without making a phone call. A well-designed booking system handles service selection, staff assignment, buffer time between sessions, and automatic reminders in a single workflow.

The biggest friction point for professional services is the back-and-forth. When clients email or call to schedule, you lose time negotiating availability and risk double-bookings. Online appointment booking eliminates this entirely: clients see real-time availability, choose the service they need, and confirm instantly. You reclaim hours every week that were previously spent on administrative coordination.

Beyond scheduling, the booking flow itself is a client experience touchpoint. Collecting intake information, sending branded confirmation emails, and delivering timely reminders all shape how professional your professional services business appears. Automated no-show protection—through deposits, cancellation policies, or SMS reminders—protects your revenue while respecting your clients' time.

Common Use Cases

Initial consultations

New client intake meetings

Case reviews

Ongoing matter discussions

Tax planning

Financial strategy sessions

Policy reviews

Insurance and coverage meetings

How SchedulingKit Compares

See how SchedulingKit compares to popular booking solutions for professional services.

Recommended

SchedulingKit

  • Free plan with unlimited bookings
  • Calendar sync & reminders included
  • Payment collection on free plan
  • No credit card required

Calendly

  • Free plan (1 event type only)
  • Paid plans from $10/seat/month
  • No payments on free plan
  • Best for meetings & sales calls

Acuity

  • No free plan available
  • Starts at $16/month
  • Good for service businesses
  • Owned by Squarespace

All plans include the features professional services need most — no surprises on your bill.

Prospects book consultations instantly instead of waiting for callbacks. My conversion rate doubled because I'm responding faster than competitors.
S
SchedulingKit User
Attorney

Frequently Asked Questions

Can I collect consultation fees?

Yes! Charge for consultations via Stripe. Clients pay when booking, ensuring they're serious.

How do I handle conflict checks?

Intake forms can gather opposing party information for conflict screening before accepting.

Is client data secure?

We use encryption and offer features appropriate for professional service confidentiality.

Does it work with Outlook?

Yes. Full integration with Microsoft Outlook and Office 365 calendars.

Further Reading

Ready to Transform Your Booking?

Professional Services businesses book smarter with SchedulingKit

Free forever plan available • No credit card required