A Small Team, Not a Department
Everyone knows everyone, but clients still need to be matched with the right consultant, not just whoever is free.
People · A few · Own diariesScheduling Software for Consultants and Small Consulting Teams where the diary is the thing you are selling
Picktime's scheduling software for consultants lets clients choose a service, book an available time with the right consultant, and share important details before the meeting.
What a client can book
IntroDiscovery · 30 minNo charge
AdviceWorking session · 90 minPaid
ReviewRetainer check-in · 45 minClients only
Your page
What you offer
Each service on its own length
Moved by them
Or cancelled
Without an email to you
Each person
Own working week
One page covering all of you
Is this you
Scheduling Built for Consulting Teams
Built for small consulting practices where several people offer different services and manage separate schedules. Clients need to find the right person and book the right kind of meeting without asking your team to coordinate every detail.
Your Hours Are What You Sell
Every hour matters. A missed booking or an unused meeting slot can mean lost revenue.
Sold · By the hour · BookableNot every meeting is free
A discovery call, a paid consultation, and a client review serve different purposes. Give each service its own duration, price, and availability.
Paid · At booking · Paid planKnow What They Need First
Ask what they want, what they have tried, and their deadline before the meeting starts.
Asked · Before the call · CapturedThe structural cost
Too Much Time Scheduling, Not Enough Time Consulting
A consultant cannot bill for every hour spent arranging the next meeting. A client asks for a time, someone checks the team’s calendars, and the conversation moves between inboxes. By the time both sides agree, the original slot may be gone.
That's where online scheduling software for consultants helps. Show clients clear service options and appointment lengths, and let them share notes about what they need. This helps consultants prepare for the right conversation instead of spending the first few minutes sorting out the basics.
Share your Picktime Booking Page so clients can see your services and available appointment times. They can choose the right consultation and book online without a long email exchange. Your team spends less time coordinating appointments and more time working with clients.
Senior
Twenty minutes finding a timeAcross four messages and two days.
Billable time spent on scheduling.
Junior
An hour held that never filledKept clear for a call that moved.
Nothing else could be booked into it.
Client
A first meeting spent on backgroundNobody asked before it started.
The second meeting does what the first should have.
Intro
No chargeDiscovery · 30 min
Advice
PaidWorking session · 90 min
Review
Clients onlyRetainer check-in · 45 min
Time spent arranging, holding, and restarting meetings takes time away from paid consulting work.
What a practice needs from it
Four Ways to Make Client Scheduling Work for Your Practice
A consulting practice needs more than an online calendar. It needs clear services, accurate availability, useful client details, and a practical way to manage team bookings. Picktime's scheduling software for consultants keeps these details in one place, so your team can manage bookings without extra back-and-forth.
Session90 min · paidSet
Give every consultation its own setup
A short discovery call should not look like a paid working session. Set up each service with its own duration, price, and booking availability so clients know what they are choosing.
Set Availability for Each Consultant
Give each consultant their own working hours, breaks, and days off in Picktime. Team members can update their availability when their permissions allow it, so clients see bookable times based on the consultant they choose.
Collect client details before the meeting
Use Picktime's Intake Forms to ask about the client's project, goals, or questions when they book. Consultants can review the answers before the meeting and focus on the actual discussion.
Share bookings across your team
When several consultants offer the same service, Picktime's appointment scheduling software can use Round Robin to distribute bookings among available team members. This works well when clients need a consultation but don't have a preferred consultant.
Who runs it
One Booking System, Clear Team Permissions
A consulting practice does not need every team member changing its booking setup. An owner or admin can manage services, booking settings, and the wider calendar. Consultants can focus on their own schedules and appointments.
Picktime's Team Management lets you assign roles and control who can view schedules, manage bookings, and change settings. Practice managers can oversee the calendar while consultants work within their assigned permissions.
As the practice grows
Manage More Consultants, Bookings, and Locations in One Place
A busy quarter costs nothing extra. What moves you up a plan is another consultant or another office, which is the same axis the pricing page is built on.
-
Picktime's scheduling software for consultants lets you assign each team member their own working hours and services. Clients can book with the right consultant through the same booking page, based on the availability you set.
-
Picktime's appointment scheduling software for small businesses includes Approve Bookings, so consulting teams can accept or decline requests that need review. Bookings paid for online may be confirmed automatically.
-
Manage appointments across multiple consulting offices in one Picktime account. Assign team members to the locations where they work, and check bookings across locations in your Online Calendar.
What it costs
Start free. Pay when there are more of you, not when you are busier.
Nothing in the pricing counts meetings. It counts people and places, which is the only thing about a practice that changes what the software has to do.
Free, and it stays free
Free
What a small practice gets without paying
- A booking page carrying what you offer
- Each person’s own working week
- Clients book, move and cancel it themselves
- Email notifications on every booking
- Questions asked on the booking form
When the practice grows
Paid plans
What the paid plans add
- Extra questions on the booking form, and reminders before the meeting
- Payment taken at booking through a card provider
- Bookings that arrive as a request for you to accept
- Sending a booking to whoever is genuinely free
Works with what you already run
It fits the calendar, the call and the client record you already keep
Everything Your Consultation Needs, Connected
Use Calendar Sync to connect Google Calendar, Outlook, Microsoft 365, Exchange, or Apple Calendar, so your team can see Picktime appointments in their connected calendars. For virtual consultations, use supported tools like Zoom or Google Meet once the required accounts and settings are connected. Accept online booking payments through a connected PayPal, Stripe, or Square account.
Google Calendar
Outlook
Zoom
HubSpot
Stripe
Manage Your Consulting Schedule Between Meetings
When a consultation changes while you're away from your desk, open Picktime's Mobile Apps on iOS or Android to check your calendar, review upcoming bookings, and update appointments.
Questions
Scheduling for consultants: common questions
Can clients choose a specific consultant when they book?
Yes. Picktime lets clients select their preferred consultant through your Booking Page. Each consultant can have their own working hours, services, and available appointment times. Clients can book directly with the right person, while your team keeps individual appointments organized in one scheduling system.
Can I take payment when a client books a consultation?
Yes. Picktime lets you collect payments when clients book consultations online. Connect a supported payment provider, such as PayPal, Stripe, or Square, and choose whether to collect a deposit or the full consultation fee. This helps you secure paid appointments without arranging payments separately.
What information can I collect from clients before a consultation?
Picktime's Intake Forms let you collect details about a client's project, goals, challenges, or consultation requirements during booking. You can make important questions required and review the answers in the booking details before the meeting. Intake Forms are available on Starter and Pro, helping consultants prepare for more productive discussions.
Does Picktime work for consulting practices with two or three people?
Yes. Picktime's scheduling software for consultants supports small practices where each consultant manages their own availability, services, and appointments. The Free plan supports up to three team members, allowing you to organize client bookings through one account without managing separate calendars. For the latest plan features and limits, see Picktime pricing.
How does Picktime distribute consultations among available consultants?
Picktime's Round Robin feature automatically distributes bookings among consultants assigned to the same service. You can prioritize specific team members or distribute appointments based on their booking counts. Available on Pro, Round Robin helps consulting teams share incoming consultations without manually assigning every appointment.
Can clients reschedule or cancel their own consultations?
Yes. Picktime lets you include cancellation and rescheduling links in booking confirmation emails. Clients can use these links to change their appointments without contacting your consulting team. You can also configure cancellation and rescheduling notice periods to reduce last-minute schedule disruptions.
How can I schedule virtual consulting sessions with Picktime?
Picktime supports virtual consultations through integrations with Zoom, Google Meet, Microsoft Teams, Jitsi Meet, and GoToMeeting. Connect your supported meeting provider and configure the appropriate virtual meeting location. Meeting links can then be generated for bookings using that provider, making it easier for consultants and clients to meet remotely.
Does Picktime sync with my consultants' existing calendars?
Yes. Picktime's Calendar Sync connects with Google Calendar, Outlook, Microsoft 365, Exchange, and iCloud calendars. The Free plan supports one-way sync, while Starter and Pro support two-way sync. This helps consultants keep client appointments and other calendar commitments organized without constantly switching between scheduling tools.
Spend More Time Consulting. Less Time Arranging Meetings.
Let clients pick the service, choose a time, and book the right consultant, while your team spends less time coordinating.