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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

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

Prospects book consultations instantly instead of waiting for callbacks. My conversion rate doubled because I'm responding faster than competitors.
D
David K.
Attorney, Morrison & Associates Law

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.

Related Solutions

Ready to Transform Your Booking?

Join thousands of professional services using SchedulingKit to book more appointments and grow their business.