By profession · Coaching scheduling
Coaching scheduling software that books ready-to-coach clients
Coaching works best when the fit is right and you know where the client wants to go before the first session. Consultations is coaching scheduling software that handles both. The AI runs an intake conversation, learns the client's goals and situation, and qualifies them against the kind of clients you work with.
It collects what you need, books the session on your calendar, and hands you a brief, so your first session starts with momentum instead of small talk. The agent handles the intake, qualifying, and scheduling. The coaching itself, the questions, the guidance, the breakthroughs, stays entirely with you.
One AI conversation · qualifies and books · you get a prepped brief
Pick a profession, watch the brief fill itself
The AI runs the discovery consultation, qualifies the lead, collects details and documents, and books the paid appointment, then hands you a prepped brief.
Intake brief
↑ pick a profession to run the intake
Discovery consultation
liveIntake brief
Qualification
Scored against this firm's intake criteria, with the reasons on the brief.
Appointment
bookedat
Brief ready for
Brief readyLive and interactive · qualified, briefed, and booked
Every lead qualified, briefed, and booked · intake and scheduling, not advice · you own your data
Works with your calendar
Intake only · never advice
Why it works
What your practice gets with coaching scheduling
Right-fit clients
The AI qualifies each inquiry, so the clients who book match how you coach.
Goals up front
Intake captures where the client wants to go, so sessions start with focus.
Booked and briefed
Sessions land on your calendar with a brief, so you skip the warm-up.
What it handles
Run the intake, qualify the lead, book the appointment
Consultations runs the discovery conversation, asks the right questions, collects the details and documents you need, qualifies the lead, books the paid appointment, and hands you a prepped brief, all in one place.
- Qualify coaching inquiries against your ideal client
- Capture goals and context before the first session
- Book sessions straight to your calendar
- Reduce no-shows with committed bookings
- Start sessions with a prepped client brief
Verdict
QualifiedDetails collected, lead qualified, and the paid appointment is on your calendar.
Why Consultations
Intake run, lead qualified, appointment booked
Not a calendar link, not a static form, not a separate qualification step. One AI conversation replaces the calendar link plus form plus qualification plus brief, and hands you a prepped client ready for the meeting.
Runs the consultation
The AI runs the discovery conversation, asks the right follow-ups, and collects the details and documents you need before the call.
Qualifies and books
It scores fit against your criteria, qualifies the lead, and books the paid appointment straight onto your calendar.
Intake, not advice
Intake, qualification, scheduling and admin only. Your licensed professionals give the advice. Client data is consented, private, owned and exportable.
Good questions
Questions about coaching scheduling
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Let the AI run the discovery conversation, qualify the lead, collect the details and documents, book the paid appointment, and hand you a prepped brief. Intake only, never advice, and your client data stays yours.
One AI conversation · qualifies and books · prepped brief in hand · intake only, never advice