Email ping-pong to find a time
Three emails to book one call is time you don't bill, and prospects cool off while you wait.
Scheduling for consultants
Scheduling software for consultants, connected to the client record.
A booking link on its own fills your calendar but knows nothing about the client. In Workspace369 clients book time with you online, get a reminder before the call, and the appointment sits on the same record as their proposals, projects and invoices. Online booking starts at Specialist ($149/month for ten seats); email appointment reminders, the team calendar and two-way Google Calendar sync are on every plan.
Onlinebooking for client calls (Specialist)
Remindersemailed before each appointment, on every plan
Two-wayGoogle Calendar sync on every plan
Key facts
Scheduling for consultants at Workspace369 covers 10 areas, including online booking (Specialist), email appointment reminders (every plan), two-way Google Calendar sync.
The workflow runs in 4 steps, from "share your booking page" to "turn the call into work".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
The problem
Where consultant scheduling breaks
No-shows on discovery calls
Without a reminder, a busy client forgets the call you blocked out.
The calendar doesn't know the client
A standalone booking app records a time slot, not the history, proposal or open invoice behind it.
The product
See the workspace your clients feel.
01
Scheduling that fills itself
Appointments, shoots, sessions, and follow-ups tied to the client record — with automated reminders arriving on time.
02
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
03
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
04
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
Workflow
How consultants schedule in Workspace369
01
Share your booking page
On Specialist and above, clients book time with you online instead of trading emails.
02
Remind before the call
Automatic appointment reminders go out before each booking, so fewer calls are missed.
03
Keep one calendar
Two-way Google Calendar sync sends your Workspace369 schedule to Google and shows your Google events in Workspace369, on every plan.
04
Turn the call into work
After the call, add notes and tasks to the client record and send a proposal from the same place.
Product coverage
Consultant scheduling coverage
- Book a test call as a client and check the reminder and calendar entry it creates.
- Confirm the booking shows up on the client record, not only in the calendar.
- If you only need a booking link and nothing else, a standalone scheduler may be cheaper.
Online booking (Specialist)
Email appointment reminders (every plan)
Two-way Google Calendar sync
Team calendar
Notes and reminders
Scheduling workflow triggers
Client records and history
Proposals with online signing
Retainers and recurring invoices
Time tracking (every plan)
Plans for freelancers
Pick the plan your work needs today.
Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.Cadet
Regular price$29$14.50 / month
Founding price for your first 12 months
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
Specialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
Founding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans.
Switch & Save
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
After signup, claim free setup in your workspace.
Selected App Store reviews
What reviewers say about Workspace369.
★★★★★
SMB ModernizationGreat tool for modernizing small businesses. Ability to leverage AI without technical background.
★★★★★
True all-in-one systemIt beautifully combined my CRM, team calendar, and billing tools so I could finally stop paying for a bunch of separate software subscriptions
★★★★★
Best app for my construction businessGreat app. This app solved all my needs! Not only did it help, but it is cheaper than other apps. I highly recommend this app if you want to start organizing and automating your business on another level. Also love the design
Quoted exactly as written, in the reviewer’s own language. This is a selection of reviews, not all of them. Reviews from our own team are left out of the selection, but the overall rating includes their ratings.
Get started
See Workspace369 on your own client work.
Start your trial and send your first proposal or invoice from your own workspace. Compare plans any time; upgrade only when your work needs more.FAQ
How to choose scheduling software as a consultant
What is scheduling software for consultants?
Scheduling software for consultants lets clients book calls online and sends reminders before each appointment. In Workspace369 bookings sit on the client record alongside proposals, projects and invoices.
Which plan includes online booking?
Online booking starts at Specialist, $149/month for ten seats. Email appointment reminders, the team calendar, notes and two-way Google Calendar sync are on every plan from Cadet ($29/month).
Does it sync with Google Calendar?
Yes. Two-way sync sends your Workspace369 schedule to Google Calendar and shows your Google events in Workspace369, on every plan.
Can a booking start an automation?
Yes. Workflows can start from scheduling triggers, for example to send a follow-up email after a call.
Can I bill for the time after the call?
Yes. Time tracking and time-to-invoice are on every plan, and retainers and recurring invoices are on every plan.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
