For Professional Services

Effortless scheduling for professional services.

Consultants, coaches, accountants and advisors use Smoothbook to let clients book consultations online, pay in advance and meet in person or over Zoom.

No credit card required · Set up in minutes

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Vance Advisory

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Sound familiar?

The everyday scheduling headaches professional services know all too well.

Email tag to find a time

Trading messages to schedule meetings burns billable hours and frustrates clients.

Unpaid no-shows

Free consultations that don't show up are pure lost time without deposits or reminders.

Context missing before calls

Showing up to a consultation with no background means wasted time getting up to speed.

How Smoothbook helps professional services

Everything you need to take bookings, get paid and keep customers coming back — built in and free to start.

Online consultation booking

Share your availability so clients book the right meeting type instantly — no back-and-forth.

In-person or over Zoom

Offer virtual meetings with automatic Zoom links, or in-person sessions — your choice per service.

Pre-meeting intake forms

Collect goals, documents and context at booking so every call starts productive.

Charge for your time

Take secure payment or deposits via Stripe to value your time and eliminate no-shows.

Packages & retainers

Bundle sessions into packages with credits deducted automatically as clients book.

Automatic reminders

Branded confirmations and reminders keep clients on time and your calendar full.

Ways professional services use Smoothbook

However you run your schedule, Smoothbook adapts to fit — no two businesses book the same way.

  • Discovery calls and paid consultations
  • Coaching programs and recurring sessions
  • Advisory, legal and accounting meetings
  • Session packages and prepaid retainers
Start booking for free
"Clients book and pay before our call, and intake forms mean I'm prepared every time. Smoothbook made my consulting practice feel polished overnight."
Elena V · Vance Advisory

Frequently asked questions

Can I charge for consultations up front?

Yes. Connect Stripe and collect full payment or a deposit at booking, so your time is valued and no-shows disappear.

Can clients book virtual meetings?

Mark any service as online and Smoothbook generates a Zoom link automatically, included free with every booking.

Can I gather information before a meeting?

Attach custom intake forms to any service to collect goals, documents and context, so every consultation starts focused.

Ready to make bookings smooth & simple?

Join thousands of businesses scheduling classes, events and appointments with Smoothbook — free to start.

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