Client scheduling
for consultants
Let prospects book a discovery call, take payment for paid sessions, and have every meeting appear in your calendar and your CRM with the video link already in it.
Independent consultants, advisors and small firms. No card required.
Prospects pick a time that suits them from your real availability. No “here are three slots, let me know” emails.
New clients and booked meetings sync to HubSpot automatically, including reschedules and cancellations, so your pipeline reflects reality.
Free discovery calls and paid working sessions side by side, with payment taken through Stripe at the time of booking.
From first call to ongoing engagement
Booking, meetings, payment and follow-up in one flow, connected to the tools a consulting practice already uses.
Route each enquiry to the right person
When a prospect books “a consultation” they shouldn’t have to know whose calendar to pick — and nobody on the team should have to forward the email.
Clients book the team, and Guidly gives them whichever consultant is free, spreading new work evenly across the firm.
Enquiries from your website forms are assigned to a consultant with an instant alert, and the partner sees who has which lead and how fast they responded.
Every consultant is covered under one bill, with each person’s own calendar and meetings kept separate.
Live in an afternoon
No setup call, no onboarding fee.
A free discovery call, paid working sessions, and the hours you take meetings.
Calendar, Zoom or Teams, Stripe and HubSpot — each one a single sign-in.
Add it to your email signature, proposals and website, and let clients book themselves.
Questions consultants ask
Yes. Each session type has its own price, so a free discovery call and paid working sessions sit side by side on the same page.
Yes. Clients sync to HubSpot as contacts and booked meetings are logged against them, including reschedules and cancellations.
Yes. Guidly creates a Zoom or Microsoft Teams link for each booking, depending on which you connect and offer for that session type.
Yes. Connect your Stripe account to take payment at the time of booking, or sell prepaid blocks of sessions.
No. The Free plan is free permanently and covers up to 8 confirmed sessions a month. No card is required to sign up.
Make booking a meeting the easy part
Set up your discovery call, connect your calendar and CRM, and share your link. Free to start.
Create your free account →