Scheduling Software for Consultants
Take a deposit when a client books a consultation, ask the intake questions before the call, and let a routing form send each enquiry to the right meeting. Vonza Scheduling puts the paid consultation, the questions, the contract and the follow-up on one booking page in the account you already invoice from.
A consultant’s week in bookings
An example week for a solo consultant on a Vonza booking page. The figures are illustrative; the features are real.
Monday
- A new enquiry fills the routing form, is sent to the free 15-minute fit call, and books Thursday.
- A 60-minute strategy session paid in full; it was booked two days ahead, so the deposit rule did not apply.
Tuesday
- A two-hour workshop booked with a 50% deposit; the balance is charged two days before the date.
- A returning client books from the three open times you pasted into an email.
Wednesday
- Admin day: the booking window counts business days only, so the page offers nothing today or at weekends.
Thursday
- The fit call from Monday. The intake answers, the uploaded brief and the signed NDA are already on the booking.
- A booking request from a client outside your region waits in Requests; you have 24 hours to approve or decline.
Friday
- A client adds a written summary as an add-on at checkout; the extra fee is on the same payment.
- A follow-up email goes out after each session with the next-step link you wrote once.
Every client in that week is a contact in your Vonza CRM with their answers, payments and files, and a HubSpot or Mailchimp contact too if you connect them.
From enquiry to paid consultation
The consulting workflow, as it runs on Vonza: route, qualify, charge, deliver.
- STEP 01
Route each enquiry to the right meeting
A routing form asks a few questions first, then sends each person to the right meeting, a page or a message. Rules are checked from the top, there is a fallback, and every answer is saved to the contact.
- STEP 02
Ask the intake questions before the call
Up to 30 questions of 13 types on the booking page: paragraphs, dropdowns, a date, a phone number, a file upload up to 10 MB and a signature. Make the ones you need required.
- STEP 03
Charge a deposit or the full fee
Set a price per length. Take a deposit with the balance charged a set number of days before the meeting, split a fee into instalments, or let the client pay some now and the rest at their own pace, on eligible plans. Add up to five add-ons and a coupon.
- STEP 04
Deliver, then follow up
Every booking gets its Zoom, Google Meet or Microsoft Teams link. Approve requests you want to vet first, paste open times into an email for a client who prefers that, and let a follow-up email with your next-step link go out on its own.
Built for billable hours
Six things a consulting practice needs from booking software, as the new Vonza Scheduling does them.
Deposits, instalments, flexible pay
Nine price kinds per length. A deposit charges part now and the balance before the meeting; a meeting tomorrow or sooner is paid in full at booking.
Approve before you commit
Bookings can arrive as requests. The time is held until you approve or decline, within the window you set; paid times skip approval.
Routing forms
Seven question types, rules checked from the top, a fallback destination, and responses saved to the contact.
Business-day windows
Offer the next 14 or 30 business days, add minimum notice and buffers, and cap the bookings in a day.
Clients across time zones
Bookers see times in their own zone, with a note when the clocks change, or lock the page to yours for in-person work. The page speaks 88 languages.
Private and one-time links
Hide a meeting from your /book page and send one-time links that book once and stop working, or paste a few open times into an email.
Consulting templates to start from
137 ready-made booking pages in 15 categories, each a finished page with its lengths, hours, questions and photo. Everything stays editable.
- 10 templates
Consulting
Fit calls, strategy sessions, workshops and retainers with intake questions already on the page.
- 9 templates
Legal
Consultations and document reviews with the questions and uploads a practice asks for first.
- 9 templates
Finance
Advisory meetings, reviews and planning sessions, with a deposit or full fee per length.
Or describe the meeting in one line and let Vonza AI draft the page; nothing is public until you publish. Vonza AI uses AI credits.
Works with the tools you already use
Connect your own calendar and meeting app; the platform owner connects the payment gateways once.
Calendars
- Google CalendarBusy times are never offered; new bookings are added to your calendar.
- Outlook and Microsoft 365Check for conflicts and Add bookings, per calendar.
- Apple iCloud CalendarBusy times from your iCloud calendars, read only.
Where you meet
- ZoomA Zoom meeting per booking, moved or deleted with it.
- Google Meet and Microsoft TeamsEvery booking gets its own joining link.
- Vonza Stream, phone or in personA Vonza Stream room, a phone call, an address, or let the invitee choose.
Payments
- StripeCard, Apple Pay, Google Pay and Klarna on a priced length.
- PayPalFor a price paid once at booking.
- PaystackFor platforms that charge in Nigerian naira.
Booking, invoicing and follow-up in one account
A booking tool on its own stops at the calendar. On Vonza, the consultation sits next to the proposal form, the invoice, the email sequence and the course you sell afterwards.
- Every booker becomes a contact, with their answers, payments and files on one record.
- Push each booker to HubSpot or Mailchimp, or send signed webhooks to Zapier, Make, n8n or your own server.
- Collect a discovery questionnaire or a signed agreement with Vonza Forms, and send respondents to the booking page from the form.
- Run a meeting poll when a client team needs to agree a date, or offer a collective meeting that books every consultant at once.
- Turn your method into a course or a paid community and enrol clients from the booking with one automation step.
The new Scheduling is opt-in: open the Scheduling row marked New in your admin sidebar, then switch on New booking pages in Booking settings so your /book links show the new pages. Scheduling is included in every Vonza plan, with a 14-day free trial.
Questions consultants ask about booking software
Get answers to common questions here
Yes. Price the length as a Deposit, set the percentage and the number of days before the meeting the balance is due. A meeting booked for tomorrow or sooner is paid in full at booking. If the booking is cancelled the balance is not charged. Deposits are available on eligible plans; see the pricing page.
Yes. Add up to 30 questions of 13 types to the booking page: short and paragraph answers, multiple choice, checkboxes, dropdowns, phone, date, time, file upload, signature, grids and a text block. Name and email are always asked. Answers are on the booking and on the contact.
With a routing form. It asks a few questions first, checks your rules from the top, and sends each person to the right meeting, a page or a message, with a fallback for anyone the rules do not match. Responses are saved to contacts.
Yes. Switch on Approve each booking and bookings arrive as requests. The time is held until you approve or decline within the window you set, from 1 to 168 hours, and is declined automatically if nobody decides. Paid times are confirmed by their payment and skip approval.
Yes, by default. Bookers see times in their own zone and the page notes the day the clocks change. For in-person meetings you can lock the page to one zone. Bookers get add-to-calendar links for Google, Outlook, Office 365 and Exchange, plus an .ics file.
Scheduling is included in every Vonza plan, with a 14-day free trial. The new Scheduling is opt-in: open the Scheduling row marked New in your admin sidebar and switch on New booking pages in Booking settings. Deposit, instalment and flexible prices depend on your plan; see the pricing page.
This Is Where Your Business Finally Comes Together
One login. One system. One clear path to building digital income — without the overwhelm.
