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Flexible scheduling workflows for social services and caseworkers

Flexible scheduling workflows for social services and caseworkers

Automate intake, appointments, and follow-ups while protecting client data. Cal.com helps social services teams streamline complex schedules without losing the human touch.

Automate intake, appointments, and follow-ups while protecting client data. Cal.com helps social services teams streamline complex schedules without losing the human touch.

Dashboard of setting up an automated workflow in Cal.com for caseworkers, showing a 24 hour reminder email for a social services appointment.

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

How it works

How it works

Launch predictable, client centered scheduling in minutes. Configure workflows once, then let Cal.com automate intake, bookings, reminders, and follow ups across your team.

Launch predictable, client centered scheduling in minutes. Configure workflows once, then let Cal.com automate intake, bookings, reminders, and follow ups across your team.

01

Connect calendars and define your availability

Sync team calendars, set office hours and travel buffers, and add rules for home visits or multi provider coverage so clients only see accurate, bookable times.

02

Build intake and routing rules

Create forms for the client intake process social services require, route by program, language, location, or eligibility, and trigger the right event type automatically.

03

Automate notifications and follow ups

Send confirmations, reminders, and post appointment messages by email, SMS, or WhatsApp. Reduce no shows and keep case notes timely with hands free workflows.

Benefits

Benefits

Give clients faster access to services while giving staff back time to provide care, coordination, and advocacy.

Give clients faster access to services while giving staff back time to provide care, coordination, and advocacy.

Image showing a Cal.com meeting reminder on a mobile device for a client’s home visit with a caseworker, including response status.

01

Cut admin time and increase client access

Replace back and forth scheduling with self service booking and intelligent routing. Clients choose times that work, while Cal.com manages capacity, travel buffers, and handoffs. Your team spends less time coordinating and more time serving. With automated reminders, rescheduling, and waitlists, you reduce phone tag, shorten time to service, and keep calendars accurate across programs and providers.

02

Standardize your case management workflow

Build repeatable flows for assessments, eligibility checks, and ongoing support. From the client intake process social services rely on to recurring check ins, Cal.com turns best practices into consistent steps. Structure ensures compliance, improves data quality, and makes it easier to report outcomes without adding paperwork. Templates help new staff adopt standards quickly.

Bookings dashboard displaying social services appointments and events organized by today and tomorrow for caseworkers and program staff.

03

Reduce no shows and missed connections

Automated confirmations and multi channel reminders help clients remember appointments, prepare documents, and update needs. Include directions, virtual meeting links, or instructions for home visit scheduling. If a client cancels, instant routing opens the slot for others. Your calendars stay full, travel time is used effectively, and service gaps shrink.

04

Coordinate complex teams and community partners

Support cross agency scheduling with pooled availability, round robin assignment, and group sessions. Route by language, specialty, or geography. Share bookable links for benefits eligibility screening days, clinics, or workshops. Cal.com’s open platform integrates with CRMs, case systems, and messaging tools so collaboration happens without duplicated effort.

Template for branded communication tailored to social services, showing a confirmation subject for a client appointment.

Features

Features

Developer friendly, staff ready. Configure visually or via API and deploy the same workflow across programs, offices, and partners.

Developer friendly, staff ready. Configure visually or via API and deploy the same workflow across programs, offices, and partners.

Eligibility guided intake forms

Collect only what you need, then auto route by program rules such as location, language, or benefits eligibility screening outcomes. Reduce errors and get clients to the right service on the first try.

Travel aware home visit scheduling

Add travel buffers, service zones, and field worker availability. Prevent double booking, minimize drive time, and group visits by neighborhood to maximize in person impact.

Multi channel reminders and updates

Send confirmations, reminders, and follow ups by email, SMS, or WhatsApp. Include directions, document checklists, and reschedule links to reduce no shows and improve preparedness.

Group sessions and workshops

Publish events for orientation, parenting classes, or benefits clinics. Set capacity limits, waitlists, and automated follow ups so every seat is used and attendance is recorded.

Open source and self host options

Run Cal.com on your own infrastructure for higher control, or use our hosted service. API first design, audit logs, and role based access support organizational requirements.

Integrations and API automation

Connect calendars, EHRs, case systems, chat, and analytics. Use webhooks to create case notes, update statuses, or notify teams when bookings change, all in real time.

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Al uw belangrijkste hulpmiddelen in sync met uw vergaderingen

Cal.com werkt met alle apps die al in jouw workflow zitten, zodat alles perfect samenwerkt.

Al uw belangrijkste hulpmiddelen in sync met uw vergaderingen

Cal.com werkt met alle apps die al in jouw workflow zitten, zodat alles perfect samenwerkt.

Al uw belangrijkste hulpmiddelen in sync met uw vergaderingen

Cal.com werkt met alle apps die al in jouw workflow zitten, zodat alles perfect samenwerkt.

Veelgestelde vragen

Veelgestelde vragen

Dit zijn enkele van onze meest gestelde vragen.

Dit zijn enkele van onze meest gestelde vragen.

How does Cal.com support social work case management?

Use workflows to standardize intake, assessments, and follow ups. Route clients by program criteria, assign staff automatically, and sync outcomes to your case system via API or webhooks.

Can clients book without internet or a smartphone?

Staff can book on behalf of clients during calls or visits. You can also send one time links, allow caregivers to schedule, or coordinate through community partners who assist with bookings.

How do you handle home visit scheduling across large areas?

Set service zones and travel buffers, then pool field staff availability. Cal.com groups nearby appointments, reduces drive time, and prevents overlap with office hours or virtual sessions.

Can we include eligibility questions in the intake flow?

Yes. Build custom forms that power benefits eligibility screening, then auto route to the right program or appointment type based on responses, language, or location.

What if confidentiality and consent are required?

Use custom fields, consent checkpoints, and role based access. Self host for maximum control. Limit visibility by team or program and audit changes for compliance.

Will this work with our existing case management system?

Yes. Cal.com integrates via API and webhooks to create or update records, attach booking metadata, and trigger tasks in your CRM or case platform.

How do we reduce no shows for high need clients?

Enable multi channel reminders, include clear instructions, and send follow ups. Allow easy rescheduling and use waitlists to keep calendars full when plans change.

How does Cal.com support social work case management?

Use workflows to standardize intake, assessments, and follow ups. Route clients by program criteria, assign staff automatically, and sync outcomes to your case system via API or webhooks.

Can clients book without internet or a smartphone?

Staff can book on behalf of clients during calls or visits. You can also send one time links, allow caregivers to schedule, or coordinate through community partners who assist with bookings.

How do you handle home visit scheduling across large areas?

Set service zones and travel buffers, then pool field staff availability. Cal.com groups nearby appointments, reduces drive time, and prevents overlap with office hours or virtual sessions.

Can we include eligibility questions in the intake flow?

Yes. Build custom forms that power benefits eligibility screening, then auto route to the right program or appointment type based on responses, language, or location.

What if confidentiality and consent are required?

Use custom fields, consent checkpoints, and role based access. Self host for maximum control. Limit visibility by team or program and audit changes for compliance.

Will this work with our existing case management system?

Yes. Cal.com integrates via API and webhooks to create or update records, attach booking metadata, and trigger tasks in your CRM or case platform.

How do we reduce no shows for high need clients?

Enable multi channel reminders, include clear instructions, and send follow ups. Allow easy rescheduling and use waitlists to keep calendars full when plans change.

How does Cal.com support social work case management?

Use workflows to standardize intake, assessments, and follow ups. Route clients by program criteria, assign staff automatically, and sync outcomes to your case system via API or webhooks.

Can clients book without internet or a smartphone?

Staff can book on behalf of clients during calls or visits. You can also send one time links, allow caregivers to schedule, or coordinate through community partners who assist with bookings.

How do you handle home visit scheduling across large areas?

Set service zones and travel buffers, then pool field staff availability. Cal.com groups nearby appointments, reduces drive time, and prevents overlap with office hours or virtual sessions.

Can we include eligibility questions in the intake flow?

Yes. Build custom forms that power benefits eligibility screening, then auto route to the right program or appointment type based on responses, language, or location.

What if confidentiality and consent are required?

Use custom fields, consent checkpoints, and role based access. Self host for maximum control. Limit visibility by team or program and audit changes for compliance.

Will this work with our existing case management system?

Yes. Cal.com integrates via API and webhooks to create or update records, attach booking metadata, and trigger tasks in your CRM or case platform.

How do we reduce no shows for high need clients?

Enable multi channel reminders, include clear instructions, and send follow ups. Allow easy rescheduling and use waitlists to keep calendars full when plans change.

Neem onze woorden niet voor waar aan

Onze gebruikers zijn onze beste ambassadeurs. Ontdek waarom wij de beste keuze zijn voor het plannen van vergaderingen.

Neem onze woorden niet voor waar aan

Onze gebruikers zijn onze beste ambassadeurs. Ontdek waarom wij de beste keuze zijn voor het plannen van vergaderingen.

Neem onze woorden niet voor waar aan

Onze gebruikers zijn onze beste ambassadeurs. Ontdek waarom wij de beste keuze zijn voor het plannen van vergaderingen.

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Vertrouwd door snelgroeiende bedrijven over de hele wereld

Get started

See how Cal.com streamlines social services scheduling. Try hosted or self hosted, build your first workflow, and invite your team. If you prefer a walkthrough, schedule a short demo and explore real use cases.