SchedulingKit
Built for Agencies

Scheduling Software Agencies Use to Scale

Agencies use SchedulingKit to take client and prospect meetings off the account managers' plates: each type of client call gets its own booking link, new-business calls are shared across the team, and meetings are only offered when the right people are free.

Marketing and creative agenciesWeb and digital agenciesPR and communications firmsRecruitment agenciesConsultancies with several account managers

SchedulingKit for agencies is an AI-powered scheduling platform that automates bookings, reminders, payments, and client communication, purpose-built for the way agencies actually work. Replace scattered tools with one system that handles scheduling end-to-end.

Challenges Agencies Face

✕Account managers spending hours scheduling client calls
✕New-business calls landing on one person
✕Reviews scheduled without the designer or strategist free
✕Clients booking at times nobody on the team can make
✕An unbranded booking link in front of clients

How SchedulingKit Helps Agencies

Client-Specific Booking Links

Create a private service for a key client (for example "Acme weekly check-in") with its own hours and duration, and share the link only with them. There's no automatic priority between clients.

Team Availability

Each team member connects their calendar and sets their hours. Collective booking (Pro and above) only offers times when everyone needed is free. There are no utilization or capacity reports.

Branded Booking Pages

Your booking site uses your agency's logo, colors and font; higher plans add a custom domain and white-label options. Embed booking on your site with an inline embed or popup widget.

One Account for the Agency

SchedulingKit runs as one account for your agency, not separate client sub-accounts. Organize work by service and staff member rather than by client account.

Example: A 10-Person Creative Agency

  1. 1The agency sets up "New business intro call" with Round Robin across three partners, embedded on its contact page.
  2. 2A private "Brand review" service uses Collective booking so it's only offered when the account lead and designer are both free.
  3. 3Retainer clients get a weekly check-in link with 30-minute slots on Tuesday and Wednesday afternoons.
  4. 4A Slack alert posts every new booking to #new-business so the team can prepare.

Key Features

Online booking page
Calendar sync (Google, Outlook, iCloud)
Automated email & SMS reminders
Payment collection at booking
Client records & booking history
Team scheduling & round-robin

Frequently Asked Questions

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