Workflows for landscape design consultations that book and retain

Workflows for landscape design consultations that book and retain

Automate bookings, reminders, and follow-ups for landscape design consultation clients so every site visit, proposal, and revision moves forward without manual chasing.

Automate bookings, reminders, and follow-ups for landscape design consultation clients so every site visit, proposal, and revision moves forward without manual chasing.

Dashboard of setting up an automated workflow in Cal.com for a landscape design consultation reminder email sent 24 hours before the site visit.

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 it works

How it works

From first inquiry to signed proposal, guide clients with automated, timely communication.

From first inquiry to signed proposal, guide clients with automated, timely communication.

01

Create your consultation flow

Map your intake, discovery call, on-site visit, and design review. Use routing forms to qualify, collect property details, and capture preferred times for garden design services.

02

Automate reminders and tasks

Send confirmations, SMS or WhatsApp reminders, prep checklists, and post-visit follow-ups. Trigger tasks for your team to request photos, HOA rules, and budget for landscape plan cost.

03

Track progress and close faster

Sync notes, proposals, and revisions. Automate nudges for approvals and deposits. Keep clients engaged with clear next steps and options for backyard redesign ideas.

Benefits that matter to landscape firms

Benefits that matter to landscape firms

Turn interest into booked consultations, reduce back-and-forth, and deliver a reliable experience that wins projects and referrals.

Turn interest into booked consultations, reduce back-and-forth, and deliver a reliable experience that wins projects and referrals.

Image showing a Cal.com meeting reminder for a landscape design consultation on a mobile device with attendee responses.

01

Book more landscape design consultations

Convert website visitors with instant, self-serve scheduling that respects your availability and buffers. Offer virtual discovery calls and on-site assessments to fit client preferences.

02

Reduce no-shows and idle travel time

Automated confirmations, time-zone detection, and SMS reminders keep clients on track. Smart buffers and travel time settings protect your calendar and route on-site visits efficiently.

Bookings dashboard displaying scheduled landscape design consultations and design reviews organized by today and this week.

03

Shorten proposal cycles and win faster

Automate post-visit follow-ups, attach next steps, and remind clients to select concepts, sign, or pay deposits. Keep momentum on backyard redesign ideas while decisions are fresh.

04

Deliver a premium, predictable client experience

Consistent messaging sets expectations for scope, prep, and landscape plan cost. Branded communication builds trust from inquiry to final walkthrough and maintenance handoff.

Template editor showing branded landscape consultation reminder email subject customized for garden design services.

Features tailored for outdoor design workflows

Features tailored for outdoor design workflows

Flexible, API-first infrastructure that fits your tools, branding, and processes on hosted or self-hosted deployments.

Flexible, API-first infrastructure that fits your tools, branding, and processes on hosted or self-hosted deployments.

Routing forms for qualified bookings

Ask about lot size, style, budget, irrigation, sun exposure, and HOA. Route high-value projects to senior designers automatically.

Multi-channel reminders and updates

Send email, SMS, or WhatsApp reminders before site visits and design reviews. Include prep checklists and parking or access notes.

Travel time and buffer controls

Protect your day with travel buffers between visits. Limit booking windows by service area or zip code to optimize routing.

Team round-robin and collective scheduling

Assign consultations to the right designer or crew. Offer collective events for designer plus estimator meetings when needed.

Payments and deposits at booking

Collect consultation fees or deposits upfront. Reduce cancellations and set clear expectations for landscape plan cost.

Open-source, API-first, and self-hostable

Embed anywhere, customize deeply, and integrate with your CRM, maps, billing, and project tools using secure APIs.

See how workflows keep your scheduling on track

See how workflows keep your scheduling on track

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

Watch how Cal.com Workflows simplify scheduling, automate reminders and keep your meetings running smoothly. See real examples of how teams use workflows to reduce no-shows and save time.

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 do reminders help reduce no-shows for site visits?

Cal.com sends automatic confirmations and time-based email, SMS, or WhatsApp reminders with access notes, ensuring clients are prepared and show up on time.

Can I collect property details during booking?

Yes. Use customizable routing forms to capture address, photos, lot size, sun patterns, irrigation, budget, and style preferences before the consultation.

How do I handle travel time between consultations?

Set travel buffers and location rules so Cal.com protects your schedule, avoids tight turnarounds, and keeps on-site visits efficient.

Can I charge a consultation fee when clients book?

Yes. Enable payments to collect fees or deposits at booking, reducing cancellations and anchoring expectations for landscape plan cost.

Do you support team scheduling for designers and estimators?

Use round-robin, priority routing, and collective events to include multiple team members in a single consultation when needed.

Can I integrate with my CRM and proposal software?

Yes. Cal.com offers an API and webhooks to sync leads, notes, and status updates with your CRM, proposal tools, and invoicing systems.

Is self-hosting available for enterprise firms?

Yes. You can self-host for control and compliance, while retaining full workflow features and developer tooling.

How do reminders help reduce no-shows for site visits?

Cal.com sends automatic confirmations and time-based email, SMS, or WhatsApp reminders with access notes, ensuring clients are prepared and show up on time.

Can I collect property details during booking?

Yes. Use customizable routing forms to capture address, photos, lot size, sun patterns, irrigation, budget, and style preferences before the consultation.

How do I handle travel time between consultations?

Set travel buffers and location rules so Cal.com protects your schedule, avoids tight turnarounds, and keeps on-site visits efficient.

Can I charge a consultation fee when clients book?

Yes. Enable payments to collect fees or deposits at booking, reducing cancellations and anchoring expectations for landscape plan cost.

Do you support team scheduling for designers and estimators?

Use round-robin, priority routing, and collective events to include multiple team members in a single consultation when needed.

Can I integrate with my CRM and proposal software?

Yes. Cal.com offers an API and webhooks to sync leads, notes, and status updates with your CRM, proposal tools, and invoicing systems.

Is self-hosting available for enterprise firms?

Yes. You can self-host for control and compliance, while retaining full workflow features and developer tooling.

How do reminders help reduce no-shows for site visits?

Cal.com sends automatic confirmations and time-based email, SMS, or WhatsApp reminders with access notes, ensuring clients are prepared and show up on time.

Can I collect property details during booking?

Yes. Use customizable routing forms to capture address, photos, lot size, sun patterns, irrigation, budget, and style preferences before the consultation.

How do I handle travel time between consultations?

Set travel buffers and location rules so Cal.com protects your schedule, avoids tight turnarounds, and keeps on-site visits efficient.

Can I charge a consultation fee when clients book?

Yes. Enable payments to collect fees or deposits at booking, reducing cancellations and anchoring expectations for landscape plan cost.

Do you support team scheduling for designers and estimators?

Use round-robin, priority routing, and collective events to include multiple team members in a single consultation when needed.

Can I integrate with my CRM and proposal software?

Yes. Cal.com offers an API and webhooks to sync leads, notes, and status updates with your CRM, proposal tools, and invoicing systems.

Is self-hosting available for enterprise firms?

Yes. You can self-host for control and compliance, while retaining full workflow features and developer tooling.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Don’t just take our word for it

Our users are our best ambassadors. Discover why we're the top choice for scheduling meetings.

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Trusted by fast-growing companies around the world

Get started with streamlined consultation workflows

Start automating bookings, reminders, and follow-ups for your landscape design consultation process. Create a reliable client journey for garden design services, from discovery to signed proposal. Try Cal.com today or book a demo to see workflows tailored to your services and pricing.