Effortless scheduling and smart routing for consulting and coaching teams
Effortless scheduling and smart routing for consulting and coaching teams
Power personalized client experiences with automated scheduling and intelligent consultant assignment
Power personalized client experiences with automated scheduling and intelligent consultant assignment
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
Trusted by fast-growing companies around the world
How Cal.com routing for consulting and coaching works
How Cal.com routing for consulting and coaching works
A seamless, intelligent booking experience for your clients and team
A seamless, intelligent booking experience for your clients and team
01
Design your routing forms
Create tailored forms that capture your clients' goals, preferences, and requirements to ensure they're matched with the right consultant or coach.
02
Gather client insights
Clients answer targeted questions before booking, streamlining qualification and ensuring each session is set up for success.
03
Route to the right expert
Automatically assign clients to the best-fit coach or consultant based on expertise, availability, or specific client needs.
Key benefits for consulting and coaching teams
Key benefits for consulting and coaching teams
Elevate your practice with powerful scheduling and routing automation
Elevate your practice with powerful scheduling and routing automation
01
Deliver exceptional client experiences
Automatically match clients with the consultant or coach best equipped to help, creating a personalized, high-touch experience from the first interaction.
02
Save valuable time
Eliminate manual scheduling and intake by automating client qualification and consultant assignment, freeing up your team to focus on delivering value.
03
Scale your business with confidence
Support more clients and scale your operations easily with robust infrastructure, advanced analytics, and flexible integrations.
04
Maintain control and flexibility
Choose open-source, self-hosted, or cloud deployment to meet your organization’s unique security and customization needs.
Powerful features for consulting and coaching workflows
Powerful features for consulting and coaching workflows
Unlock advanced scheduling, routing, and integrations for your team
Unlock advanced scheduling, routing, and integrations for your team
Intelligent client routing
Assign clients to consultants or coaches automatically based on expertise, language, location, or availability using custom routing forms.
No-code form customization
Easily build and update intake forms to collect relevant information, qualifying leads and guiding them to the right service.
Seamless CRM integration
Sync client data and scheduling activity with your CRM for a unified view of every engagement.
Multi-step booking workflows
Guide clients through an effortless multi-stage booking journey, from intake to confirmation, improving conversion and satisfaction.
Flexible deployment options
Choose between open-source, self-hosted, or cloud deployments to meet compliance, branding, and integration requirements.
Actionable analytics
Track booking, routing, and team performance metrics to optimize your consulting or coaching business.
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 Cal.com routing help consulting and coaching firms personalize client experiences?
Cal.com enables you to create custom routing forms that capture key client needs and preferences before booking. The platform then automatically matches each client to the most suitable coach or consultant, ensuring every engagement feels tailored and high-value.
Can I route clients based on consultant expertise or specialty?
Yes, you can set up attribute-based routing so clients are assigned to the right expert based on their responses, such as industry, challenge, or language preference.
Is Cal.com compatible with my CRM and client management tools?
Cal.com integrates with popular CRMs and allows for custom integrations via API, so you can keep client records and scheduling activities in sync.
Can we self-host Cal.com for enhanced security and compliance?
Absolutely. Cal.com offers self-hosting and open-source deployment, giving you full control over client data and infrastructure.
How does Cal.com handle group sessions or team coaching?
You can configure booking types for individual or group sessions and set routing logic to assign the right coach or consultant for each format.
Is it easy to update routing forms as our services evolve?
Yes, Cal.com’s no-code form builder lets you quickly adjust questions, options, and routing logic as your consulting or coaching offerings change.
How do I get started with Cal.com for my consulting or coaching business?
Sign up for a free Cal.com account, explore our consulting and coaching solutions, or book a demo with our team to see the platform in action.
How can Cal.com routing help consulting and coaching firms personalize client experiences?
Cal.com enables you to create custom routing forms that capture key client needs and preferences before booking. The platform then automatically matches each client to the most suitable coach or consultant, ensuring every engagement feels tailored and high-value.
Can I route clients based on consultant expertise or specialty?
Yes, you can set up attribute-based routing so clients are assigned to the right expert based on their responses, such as industry, challenge, or language preference.
Is Cal.com compatible with my CRM and client management tools?
Cal.com integrates with popular CRMs and allows for custom integrations via API, so you can keep client records and scheduling activities in sync.
Can we self-host Cal.com for enhanced security and compliance?
Absolutely. Cal.com offers self-hosting and open-source deployment, giving you full control over client data and infrastructure.
How does Cal.com handle group sessions or team coaching?
You can configure booking types for individual or group sessions and set routing logic to assign the right coach or consultant for each format.
Is it easy to update routing forms as our services evolve?
Yes, Cal.com’s no-code form builder lets you quickly adjust questions, options, and routing logic as your consulting or coaching offerings change.
How do I get started with Cal.com for my consulting or coaching business?
Sign up for a free Cal.com account, explore our consulting and coaching solutions, or book a demo with our team to see the platform in action.
How can Cal.com routing help consulting and coaching firms personalize client experiences?
Cal.com enables you to create custom routing forms that capture key client needs and preferences before booking. The platform then automatically matches each client to the most suitable coach or consultant, ensuring every engagement feels tailored and high-value.
Can I route clients based on consultant expertise or specialty?
Yes, you can set up attribute-based routing so clients are assigned to the right expert based on their responses, such as industry, challenge, or language preference.
Is Cal.com compatible with my CRM and client management tools?
Cal.com integrates with popular CRMs and allows for custom integrations via API, so you can keep client records and scheduling activities in sync.
Can we self-host Cal.com for enhanced security and compliance?
Absolutely. Cal.com offers self-hosting and open-source deployment, giving you full control over client data and infrastructure.
How does Cal.com handle group sessions or team coaching?
You can configure booking types for individual or group sessions and set routing logic to assign the right coach or consultant for each format.
Is it easy to update routing forms as our services evolve?
Yes, Cal.com’s no-code form builder lets you quickly adjust questions, options, and routing logic as your consulting or coaching offerings change.
How do I get started with Cal.com for my consulting or coaching business?
Sign up for a free Cal.com account, explore our consulting and coaching solutions, or book a demo with our team to see the platform in action.
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!
Experience smarter scheduling and client routing today. Sign up or book a demo to see how Cal.com can transform your workflows.
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