Appointment Software for Consulting Businesses
PLAN 7/24 brings meeting scheduling and client history together in one system for business, legal and financial consulting practices. Clients pick a slot from your booking link, while you keep meeting notes on the client card.
The problem this usually causes
When meeting requests come through email, phone and messages, it’s never clear who you’re meeting and when.
Why businesses in this space use PLAN 7/24
- Define business consulting, legal advice and financial advice as separate meeting types
- Keep pre- and post-meeting notes on the client card
- Quickly rebook repeat clients
How it works
- 1Define intro calls, full sessions and follow-ups with durations.
- 2Clients choose a time on your link and prefer in-person or online.
- 3Keep meeting notes and action items on the client card.
Example reminder message
Hello, a reminder of our meeting tomorrow at 10:30. The meeting link is in your appointment details.
A sample template. You can edit the wording to suit your business.
Also included
Which plan do I need?
- Free: 50 appointments per month, basic appointment and customer management.
- Standard: online booking link, SMS & push notifications and income/expense tracking (100 appointments per month).
- Professional: adds staff management and detailed analytics (300 appointments per month).
- Corporate: unlimited appointments and multi-branch management.
All plans include a 14-day free trial. See current pricing on the home page.
Frequently Asked Questions
Can I keep notes per client?
Yes, past meetings and notes are kept on each client’s card, so you’re prepared for the next meeting.
Can I share my booking link on my website?
Yes, share your unique booking link on your website, social media or email signature.
Can I add an online meeting link?
Yes, an online meeting (Meet) link can be attached to appointments.
Can I track income from clients?
You can record income and expenses and view a monthly summary.
Which plan is enough for a small practice?
The free plan (50 appointments per month) may be enough at the start; online booking and SMS need Standard.