For advisors, consultants and professional practices

A booking page for professional services

Consultations booked by appointment, with the intake questions asked before the meeting instead of during it.

An immigration office, an accountant, a consultant. The work is expertise sold by the appointment, and the first fifteen minutes of every first meeting go on questions that could have been answered beforehand.

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How a booking works
01

Publish what a consultation actually is

How long it takes, what it costs, and what you can help with. People hesitate to book when they cannot tell whether their situation is the kind you handle.

02

Ask the intake questions before the meeting

The details you always need arrive with the booking, so the appointment starts with the actual matter rather than with paperwork.

03

Decide how each appointment books

A short first consultation might book instantly. A longer one might wait for your approval, or ask for payment up front. You set that per service.

04

Keep the matter in one place

Messages, documents the client sends, what was agreed and what was paid, on one record per client rather than across a chat and an inbox.

Common questions
Is this suitable for a regulated practice?
It handles booking, intake, messaging and payment. It is not case management software and it does not certify or vet anyone's credentials or qualifications. Your professional and regulatory obligations are yours, exactly as they are today.
Can clients send documents securely?
Clients can attach files to the conversation, which stays on your workspace record. Judge for yourself whether that meets the standard your field requires for a given document.
Can I charge for the first consultation?
Yes, or make it free. You set that per service, and you can ask for payment at booking so a paid consultation is settled before the time is held.
What does it cost?
The page is free. On a paid booking the fee is six percent, three from the client and three from you, with card processing included. The same on every plan.
Other kinds of work

The same booking flow, shaped around a different craft.

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Start where you are. Grow as you go.

Turn work into money.
Run a real business.

Open a free page and start taking requests today. When you're ready, launch your own site, collect inquiries, and run the whole business.

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