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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 industry booking software.

Clients instantly schedule discovery or strategy calls

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 industry scheduling software, it becomes a high-conversion landing page.

Display past results, team specialties, and agency voice

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.

Collect business goals or campaign context in advance

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.

Reduce no-shows with automated follow-ups

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.

Take deposits for audits or deep-dive sessions

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 industry scheduling software helps you stay aligned without Slack chaos.

Sync calendars across teams, departments, or countries

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.

Customize different call types and delivery formats

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.

Distribute inbound calls evenly across your team

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.

Show off each team member’s strengths and style

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.

Adjust schedules for pitch weeks, client deadlines, etc.

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 industry scheduling software makes all the difference.

Add booking access across emails, bios, and landing pages

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

$12/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
Automated reminders ensure clients and team members never miss a scheduled meeting. This feature reduces no-shows and keeps everyone on track, saving time and improving efficiency.
Booking links
Create and share booking links to streamline appointment scheduling. These links make it easy for clients to book time with you, integrating seamlessly with industry calendar scheduling software.
Workflows
Workflows allow you to automate communication, sending timely updates and follow-ups. This keeps clients informed and ensures smooth operations, especially when using industry appointment booking systems.
Buffers
Buffers help avoid scheduling fatigue by adding breaks between appointments. This ensures better focus and productivity during meetings.
Calendar Sync
Sync your appointments with popular calendars like Google, Outlook, and Apple. This integration ensures your schedule is always up-to-date and accessible, enhancing the functionality of industry calendar scheduling software.
Website Embed
Integrate booking options into your website for seamless scheduling. This feature makes it easy for clients to book appointments directly from your site.
File sharing
Share important documents or resources directly on your scheduling page. This simplifies the process for clients and ensures they have all necessary information before the meeting.
Team Scheduling
Coordinate schedules across teams and locations with ease. This feature is ideal for industries managing multiple users and locations, ensuring everyone stays aligned.
Images and Videos
Enhance your booking page with images and videos to provide a professional and engaging experience for clients.
Notice period
Set a notice period to ensure adequate preparation time for appointments. This helps maintain a smooth workflow and avoids last-minute scheduling conflicts.
Round Robin Allocation
Automatically assign meetings to team members in a fair and balanced way. This feature is perfect for industries using team-based scheduling systems.
WhatsApp Integration
Enable clients to initiate WhatsApp conversations directly from the booking page. This adds a layer of convenience and improves communication.
Booking questions
Gather essential information with customizable pre-booking questions. This ensures meetings are tailored to client needs and saves time during appointments.
Collective scheduling
Find and book time slots when all team members are available. This feature simplifies coordination for industries relying on team collaboration.
Custom availability
Set custom availability to accommodate special schedules or exceptions. This flexibility is essential for industries with dynamic work hours.
Profile
Showcase your profile, FAQs, and company details on the scheduling page. This builds trust and provides clients with all the information they need.

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