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Business Agency Appointment Scheduling software

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Winning features. For winning business agencies.

Clients instantly schedule discovery or strategy calls

When a lead is warm, they shouldn’t wait. Instant bookings lock in the momentum and eliminate the email ping-pong that drains your team’s time. It’s all handled cleanly through your booking software.

Business Agency Appointment Booking App

Display past results, team specialties, and agency voice

Agencies thrive on trust. Your booking page should reflect your best work—logos of clients served, short wins, and a hint of your tone. With the right setup, it becomes a high-conversion landing page.

Business Agency Scheduling Page

Collect business goals or campaign context in advance

Ask key questions like “What problem are you solving?” or “What’s your current budget?” This helps your team tailor the call, pitch better, and avoid wasting everyone’s time.

Business Agency Booking Questions

Reduce no-shows with automated follow-ups

Missed meetings mean lost opportunities. Automated reminders ensure your prospect shows up prepped and on time. And a quick follow-up email keeps the conversation alive even if they cancel.

Business Agency Meeting Reminders

Take deposits for audits or deep-dive sessions

If you offer paid audits or workshops, collecting payment during booking signals seriousness. It also weeds out window shoppers and protects your team’s time.

Business Agency Online Payments

Sync calendars across teams, departments, or countries

Whether you’re running a branding team in NY and a dev team in Bangalore, centralizing availability avoids overlaps. Good scheduling tools help you stay aligned without Slack chaos.

Business Agency Multi Location Booking

Customize different call types and delivery formats

Not all meetings are created equal. A proposal review, a kickoff, or a workshop walkthrough all require different durations and prep. Let your calendar reflect that properly.

Business Agency Multiples Services Booking

Distribute inbound calls evenly across your team

When multiple strategists or account managers handle intake, round-robin scheduling keeps the load fair. It shortens response time and keeps burnout off the table.

Business Agency Round Robin Scheduling

Show off each team member’s strengths and style

Let clients pick who they talk to—whether it’s a media buyer, UX strategist, or growth marketer. Profiles give a face to your agency and make the experience more personal.

Business Agency Team Profiles

Adjust schedules for pitch weeks, client deadlines, etc.

Agency life is messy. Big pitches? Last-minute fires? You need to shift calendars fast. Flexible availability tools let you block time instantly without endless notifications.

Business Agency Custom Calendar Availability

Add booking access across emails, bios, and landing pages

Someone finds your deck, clicks your email signature, or reads a blog post—your calendar link should be right there. That’s where a smart scheduling tool makes all the difference.

Business Agency Meeting Booking Link

Easy Setup. On-Call Help When You Need It

Switch from old clunky Business Agency Appointment Scheduling software

5-minute setup

Book With Confidence

No technical skills required

Stress-free experience

Call + Email support

Flexible contact options

Business Agency Appointment Scheduling software which covers all niches

Legal Service firm
Legal Service firm
Consultant
Consultant
Accountant
Accountant
Financial Service
Financial Service
Freelancer
Freelancer
CPA Firm
CPA Firm
Attorney
Attorney
Lawyer
Lawyer

No commission, No license fees.

Just simple, fair pricing

monthly
Yearly
(save upto 20%)

Free Plan

$0/user/month
For personal use.
  • 2 events
  • Multiple calendars
  • Automated meeting reminders
  • Customisable scheduling page
  • Customisable booking questions

Standard

$9/user/month
For professionals.
  • All free features
  • Unlimited events
  • Zapier integration
  • Paypal integration
  • Priority Support

Teams

$15/user/month
For growing businesses.
  • All standard features
  • Teams scheduling page
  • Round robin scheduling
  • Collective scheduling

Enterprise

$25/user/month
For large companies.
  • All teams features
  • Account manager
  • Custom integrations
  • Phone Support
  • Personalised onboarding & Training

100% of features needed in a Business Agency scheduling app

Automated Reminders
Ensure clients never miss a meeting by sending timely email reminders. This feature helps business agencies maintain professionalism and reduce no-shows, saving valuable time.
Booking Links
Create simple, shareable links for clients to book appointments directly. This streamlines scheduling and integrates seamlessly with industry calendar scheduling software.
Workflows
Automate communication with clients by sending tailored emails at every stage of the meeting process. This keeps clients informed and enhances their experience.
Buffers
Prevent scheduling fatigue by adding buffer times between meetings. This ensures your team has enough time to prepare and deliver quality service.
Calendar Sync
Integrate your scheduling system with popular calendars like Google, Outlook, and Apple. This ensures all appointments are easily accessible and avoids double bookings.
Website Embed
Add appointment booking functionality directly to your agency's website. This makes it easy for clients to schedule meetings without leaving your platform.
File Sharing
Share important documents or resources directly on the scheduling page. This helps clients prepare for meetings and ensures smoother communication.
Team Scheduling
Coordinate schedules across multiple team members and locations. This feature simplifies team collaboration and ensures efficient use of resources.
Images and Videos
Enhance your booking page with images or videos that showcase your agency's services. This creates a professional and engaging experience for clients.
Notice Period
Define a notice period to ensure adequate preparation time for meetings. This helps your agency deliver better service and manage schedules effectively.
Round Robin Allocation
Automatically assign meetings to team members in a fair and balanced way. This ensures workload distribution and maximizes team efficiency.
WhatsApp Integration
Enable clients to initiate WhatsApp conversations directly from the booking page. This adds convenience and improves communication with your agency.
Booking Questions
Gather important information from clients before meetings by adding customizable questions. This helps your agency prepare and deliver tailored services.
Collective Scheduling
Find and schedule time slots when all team members are available. This simplifies coordination for group meetings and ensures smooth collaboration.
Custom Availability
Set specific availability for certain days to accommodate exceptions. This feature helps your agency adapt to changing schedules and client needs.
Profile
Provide clients with essential information about your agency, including FAQs and company details, directly on the scheduling page. This builds trust and improves transparency.

Latest updates in Business Agency appointment scheduling

The business agency world never sat still — but something about 2024 kicked it into overdrive. Clients want meetings yesterday. No patience for back-and-forths. That’s pushed a lot of smaller firms to finally ditch clunky calendars and lean into smarter business agency booking software. But it’s not just about speed anymore. In the last few months, I’ve noticed agencies layering personality onto their appointment booking tools. Bios. Brand decks. Video intros. It’s subtle, but it’s reshaping first impressions. According to the 2025 Global Scheduling Experience Report by Lunacal, 71% of solo owners said they want their story to show up next to their calendar. 61% said booking pages should feel like personal landing pages. Another thing? Agencies are experimenting with pre-screening. Not just “what’s your budget?” — but mood boards, past vendors, specific timelines. 62% say custom pre-booking questions improve session quality. Wildly underrated. And while most folks push “simplicity,” I saw a counter-example: an agency that added optional explainer videos for each service. It actually cut churn. Clients knew what they were walking into. Oh, and round-robin is finally being used right. Not just random rep assignment — more like interest-based routing. One agency tied client type to rep experience and saved hours every week. (Lunacal reports 44% of teams doing this saved 4+ hrs weekly.) I even saw a legal services firm borrowing the same intake flow and applying it to case type screening. Wild crossover. Weirdly, a few consultant platforms are doubling down on “minimum friction” — just name and email. But for agencies offering bespoke services? Rich context is winning.

Frequently Asked Questions

I’ve used Lunacal across my team—it handles multiple advisors, custom meeting types, and gives us clean booking pages that actually reflect the quality of service we offer. Clients see the link, book, and show up prepared.

Yes. I created separate appointment types for each with their own durations, reminders, and prep questions. This setup was inspired by how a CPA firm booking tool separates consultations from compliance work.

Calendly can get you started, but it won’t support team logic, custom questions, or follow-ups. I outgrew it once I had more than five clients booking regularly.

Absolutely. I’ve embedded mine on the homepage and my lead magnet landing pages. A similar flow is used in freelancer scheduling platforms—makes the client journey smoother.

Multiple team calendars, timezone handling, reminder automation, and intake questions. You want clients to know what they’re booking and come in with the right mindset.

Yes. The better ones allow round-robin logic or let each advisor manage their own availability. I’ve seen this used effectively in law firm booking systems where team alignment is critical.

More systems now allow you to show past success stories, embed intro videos, and even let clients choose services based on goals. I picked up some of these tricks after seeing how a consulting scheduling tool was doing it.

I send a reminder 24 hours before, another an hour before, and include a checklist of what to bring—statements, IDs, etc. Once I added that, no-shows dropped significantly.

Yes. I run free intro calls and charge for detailed planning. I set up different links and confirmation emails for each so there’s no confusion.

Absolutely. I ask for their main goals, current provider (if any), and a quick risk tolerance score. Makes the first call much more focused.

Authored & Reviewed by:

Emma RobertsLegal Tech & Compliance Writer

Emma Roberts is a legal technology consultant based in Chicago, Illinois, with over a decade of experience working with law firms, CPA practices, and independent consultants. After graduating with a degree in Political Science from Loyola University Chicago in 2012, Emma started as a paralegal and later moved into operations consulting. Throughout her career, Emma has helped professional service firms streamline everything from client intake forms to appointment scheduling platforms, helping firms respond faster and close more high-value clients. She believes that “in legal and financial services, your ability to book the first meeting quickly says more about your firm than any website ever could.” When she's not advising clients, Emma is an amateur baker and often spends Sundays experimenting with new pastry recipes.

Experience with Scheduling Tools

LawTapClio SchedulerSetmoreAppointy

Pranshu KacholiaFounder, lunacal.ai calendar scheduling software

Pranshu Kacholia is the founder of Lunacal.ai, a next-generation calendar scheduling platform built to turn passive booking pages into active brand experiences. He has in-depth expertise of building appointment booking tools and implementing them across industries. Before founding Lunacal, Pranshu served as the Head of Marketing at Happay (India’s largest T&E platform) and ClickPost (Asia’s second-largest logistics intelligence platform). His work at Happay contributed to the company’s expansion into enterprise markets, while at ClickPost, he played a key role in positioning the brand as a category leader across India and Southeast Asia.

Experience with Scheduling Tools

Lunacal.aiCalendlyAcuity SchedulingSquare AppointmentsSetmoreDoodleBooksyMindbodyFreshaSimplyBook.meHoneyBook