Scheduling Software for Agencies
Scale client meetings without scaling headaches
Agencies juggle multiple clients, projects, and team members simultaneously. SchedulingKit helps agencies coordinate complex schedules, present a unified professional front, and ensure the right people are in the right meetings—without the administrative overhead.
of agency overhead is consumed by internal coordination and meeting logistics
of agency billable time is lost to scheduling, rescheduling, and meeting prep
of agency clients prefer self-service booking for recurring status calls
Figures are industry estimates. Individual results vary.
A Scheduling Day for Agencies: Before & After
Without SchedulingKit, an agency's operations manager spends Monday mornings untangling a web of client meeting requests — the creative director is double-booked, the strategist forgot to block out a pitch prep afternoon, and a new client has been waiting three days for an onboarding call time. With SchedulingKit, each department has its own booking page, new client onboarding links route to the right account lead automatically, and creative team calendars are protected during production sprints — so the agency runs on autopilot instead of on chaos.
How Agencies Use SchedulingKit Daily
New business lead books a discovery call — intake form captures budget, timeline, and service interest
Client books weekly status meeting — routed to their assigned account manager automatically
Creative review meeting booked via collective scheduling — checks designer and client availability
Strategy team's focus blocks protected — no client bookings allowed during production hours
Automated reminders go out for tomorrow's client presentations with agenda and brief attached
Scheduling Pain Points for Agencies
Coordinating team availability for client calls
Different project leads for different accounts
Managing client expectations on availability
Onboarding new clients efficiently
Maintaining consistent brand experience
How SchedulingKit Helps Agencies
Route clients to the right team members
Consistent branded booking experience
Multiple scheduling pages per team/service
Streamlined client onboarding
Reduced coordination overhead
“We manage 30+ client accounts. Before SchedulingKit, status meetings were a coordination disaster. Now each account lead has their own booking page and clients self-schedule. It saved us from hiring another coordinator.”
SchedulingKit User
Operations Director, Digital Agency
Popular Use Cases for Agencies
Key Features for Agencies
Team member pages
Round-robin distribution
Service-specific booking
Client intake forms
Collective scheduling
Custom branding
Calendar sync
Meeting prep materials
Frequently Asked Questions
Can different departments have different booking pages?
Yes. Create separate booking pages for sales, creative, strategy, etc.—each with their own team members and meeting types.
How do we route leads to the right team?
Use routing rules based on questions in your booking form. Route by service interest, company size, or industry to the appropriate team.
Can we customize the booking experience per client?
Yes. Your booking pages match your agency branding. You can also create client-specific booking links for key accounts.
How do we handle group meetings with clients?
Collective scheduling checks availability across multiple team members automatically. Show only times when everyone needed can attend.
Further Reading
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