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

Also included

Appointment managementFinancial trackingCustomer managementSMS & push notifications

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.