By capability · Online booking system
Online booking system that books the right meetings
An online booking system that lets anyone grab any slot quickly fills your calendar, often with the wrong people. Consultations is a booking system that thinks first. Before a slot is taken, the AI runs an intake conversation, qualifies the lead against your criteria, and collects what the meeting needs.
Only then does it book the appointment, sync it to your calendar, and prepare a brief. You get a self-service booking experience for leads and a screened, prepped calendar for yourself. The agent handles the booking, qualification, and intake; the actual consultation is yours to run.
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 online booking system
Self-service for leads
Leads book themselves through a friendly conversation, with no waiting on a reply.
Screened before booked
Qualification happens first, so the slots that fill are ones worth your time.
Synced and prepped
Bookings land on your calendar with a brief, ready for the meeting.
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.
- Give leads a self-service booking experience
- Qualify each lead before a slot is taken
- Collect documents within the booking flow
- Sync confirmed bookings to your calendar
- Receive a prepped brief with every booking
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 online booking system
Explore more
More ways teams automate client intake with Consultations
Client intake software
One AI conversation that qualifies, intakes, books, and briefs.
Learn moreConsultation booking software
Qualify and prep every lead before they ever hit your calendar.
Learn moreAppointment scheduling software
Scheduling that talks to the lead, qualifies, and preps the meeting.
Learn moreRun the intake and book the appointment.
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