Smarter client routing for consulting and coaching teams
Smarter client routing for consulting and coaching teams
Automate, personalize, and scale your client onboarding and session booking with Cal.com's open scheduling infrastructure.
Automate, personalize, and scale your client onboarding and session booking with Cal.com's open scheduling infrastructure.
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Simple steps to efficient client scheduling
Simple steps to efficient client scheduling
Connect clients to the right consultant or coach every time—no manual hassle.
Connect clients to the right consultant or coach every time—no manual hassle.
01
Create your routing forms
Set up custom intake forms to capture client needs and preferences before booking.
02
Clients answer tailored questions
Clients fill out information about their goals, preferred services, and availability, giving you the context you need.
03
Route clients to the best-fit expert
Cal.com automatically matches clients to the consultant or coach best suited to help them, based on their responses.
Why consulting and coaching firms choose Cal.com
Why consulting and coaching firms choose Cal.com
Modern consulting and coaching teams need more than a basic calendar link. Cal.com’s intelligent routing makes every client feel valued while saving your team hours of coordination.
Modern consulting and coaching teams need more than a basic calendar link. Cal.com’s intelligent routing makes every client feel valued while saving your team hours of coordination.
01
Personalized experiences at scale
Deliver a tailored client journey from the first interaction, ensuring every client is matched with the right expert for their goals.
02
Automated intake and booking
Reduce manual admin by automating client intake and routing, freeing your team to focus on high-impact work.
03
Seamless integrations with your tools
Connect Cal.com to your CRM, video platforms, and payment systems for a unified workflow.
04
Open-source flexibility and control
With self-hosting and API-first architecture, Cal.com adapts to your firm’s security, privacy, and customization needs.
Designed for modern consulting and coaching workflows
Designed for modern consulting and coaching workflows
Everything you need to streamline client onboarding, session scheduling, and team management.
Everything you need to streamline client onboarding, session scheduling, and team management.
Intake forms customized for your services
Ask the right questions to qualify, segment, and route clients to the right expert or program.
Attribute-based routing logic
Automatically assign clients based on their goals, industry, location, or other key criteria—no manual sorting required.
Ownership assignment for ongoing relationships
Ensure returning clients are always scheduled with their dedicated consultant or coach, maintaining continuity and trust.
Advanced analytics and insights
Understand booking trends, routing efficiency, and team performance to continuously improve your services.
Multi-step and dynamic forms
Build multi-page forms to simplify complex client onboarding, adapting questions based on previous answers.
Embedded forms and branding
Easily embed routing forms into your website with full customization to match your brand and client journey.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
All your key tools in-sync with your meetings
Cal.com works with all apps already in your flow ensuring everything works perfectly together.
Frequently asked questions
Frequently asked questions
These are some of our most frequently asked questions.
These are some of our most frequently asked questions.
How can consulting or coaching firms use Cal.com to streamline scheduling?
Cal.com lets you automate client intake, qualifying questions, and routing so new inquiries are instantly connected to the right consultant or coach. This reduces manual scheduling, speeds up onboarding, and creates a professional first impression.
Can Cal.com forms be tailored for different coaching or consulting services?
Yes, you can customize intake forms to ask questions specific to your consulting practice or coaching specialties. This helps you segment clients and assign them to the most relevant team member or service.
Does Cal.com support ongoing client relationships for repeat bookings?
Absolutely. Cal.com’s ownership assignment feature ensures returning clients are routed to their dedicated consultant or coach, maintaining a consistent experience and stronger relationships.
What integrations are available for consulting and coaching teams?
Cal.com integrates with popular CRMs, payment platforms, video conferencing tools, and automation services, allowing you to connect scheduling with your existing workflow.
Is Cal.com secure and privacy-friendly for sensitive client data?
Yes. Cal.com offers self-hosting, advanced permissions, and compliance features, so you can control data privacy and meet industry standards.
How easy is it to implement Cal.com for my team?
Getting started is simple. You can use the cloud platform or self-host. The interface is intuitive, and our help center and onboarding resources guide you through setup and best practices.
Can I analyze my scheduling and routing performance?
Yes, Cal.com’s analytics dashboard provides insights into client intake, booking trends, and team performance, helping you optimize your consulting or coaching practice.
How can consulting or coaching firms use Cal.com to streamline scheduling?
Cal.com lets you automate client intake, qualifying questions, and routing so new inquiries are instantly connected to the right consultant or coach. This reduces manual scheduling, speeds up onboarding, and creates a professional first impression.
Can Cal.com forms be tailored for different coaching or consulting services?
Yes, you can customize intake forms to ask questions specific to your consulting practice or coaching specialties. This helps you segment clients and assign them to the most relevant team member or service.
Does Cal.com support ongoing client relationships for repeat bookings?
Absolutely. Cal.com’s ownership assignment feature ensures returning clients are routed to their dedicated consultant or coach, maintaining a consistent experience and stronger relationships.
What integrations are available for consulting and coaching teams?
Cal.com integrates with popular CRMs, payment platforms, video conferencing tools, and automation services, allowing you to connect scheduling with your existing workflow.
Is Cal.com secure and privacy-friendly for sensitive client data?
Yes. Cal.com offers self-hosting, advanced permissions, and compliance features, so you can control data privacy and meet industry standards.
How easy is it to implement Cal.com for my team?
Getting started is simple. You can use the cloud platform or self-host. The interface is intuitive, and our help center and onboarding resources guide you through setup and best practices.
Can I analyze my scheduling and routing performance?
Yes, Cal.com’s analytics dashboard provides insights into client intake, booking trends, and team performance, helping you optimize your consulting or coaching practice.
How can consulting or coaching firms use Cal.com to streamline scheduling?
Cal.com lets you automate client intake, qualifying questions, and routing so new inquiries are instantly connected to the right consultant or coach. This reduces manual scheduling, speeds up onboarding, and creates a professional first impression.
Can Cal.com forms be tailored for different coaching or consulting services?
Yes, you can customize intake forms to ask questions specific to your consulting practice or coaching specialties. This helps you segment clients and assign them to the most relevant team member or service.
Does Cal.com support ongoing client relationships for repeat bookings?
Absolutely. Cal.com’s ownership assignment feature ensures returning clients are routed to their dedicated consultant or coach, maintaining a consistent experience and stronger relationships.
What integrations are available for consulting and coaching teams?
Cal.com integrates with popular CRMs, payment platforms, video conferencing tools, and automation services, allowing you to connect scheduling with your existing workflow.
Is Cal.com secure and privacy-friendly for sensitive client data?
Yes. Cal.com offers self-hosting, advanced permissions, and compliance features, so you can control data privacy and meet industry standards.
How easy is it to implement Cal.com for my team?
Getting started is simple. You can use the cloud platform or self-host. The interface is intuitive, and our help center and onboarding resources guide you through setup and best practices.
Can I analyze my scheduling and routing performance?
Yes, Cal.com’s analytics dashboard provides insights into client intake, booking trends, and team performance, helping you optimize your consulting or coaching practice.
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Don’t just take our word for it
Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
"More elegant than Calendly, more open than SavvyCal, Cal.com works and it feels just right."
Flo Merian
Product Marketing, Mintlify
I think Cal.com has a very good chance of creating a new category around being both great and well designed."
Guillermo Rauch
CEO, Vercel
"I just migrated from Calendly to Cal.com."
Kent C. Dodds
Founder of EpicWeb.dev
"Just gave it a go and it's definitely the easiest meeting I've ever scheduled!"
Aria Minaei
CEO, Theatre.JS
"I finally made the move to Cal.com after I couldn't find how to edit events in the Calendly dashboard."
Ant Wilson
Co-Founder & CTO, Supabase
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Free up your time. We've got your scheduling covered. Try Cal.com now!
Empower your consulting or coaching firm to deliver a seamless client experience—start with Cal.com today.
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources
Cal.com® and Cal® are a registered trademark by Cal.com, Inc. All rights reserved.
Our mission is to connect a billion people by 2031 through calendar scheduling.
Need Help? [email protected] or live chat.
Solutions
Use Cases
Resources