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An introductory meeting at the office, a client meeting, and a site visit each have a different purpose. Let clients choose a type and time, and request site details in advance through a Pro intake form.
You need to distinguish between an introductory call, a planning meeting, and a project-site visit.
You need to distinguish between an introductory call, a planning meeting, and a project-site visit.
It's useful to know whether it's a site visit, what stage the project is at, and the purpose of the meeting.
A planning discussion may run long and push back the next appointment.
Back-and-forth messages make it harder to schedule the next client between design tasks.
Clients choose an appointment and time from your calendar's availability without waiting for a phone response.
Set different durations for an introductory meeting, a planning discussion, and a site visit.
For a site-visit service, request an address through a Pro intake form; it's collected as a form response, not in a dedicated field.
Add a fixed transition time to the calendar. It doesn't account for distance between sites or traffic.
Create separate meeting types and show start times you've made available in advance.
Illustrative example only. The office name, services, and prices are fictional.
The client chooses a site visit instead of an office meeting.
Available slots reflect the service duration and your calendar settings.
The client provides the address and details you requested through a Pro form.
You check the route and plan the trip yourself; the system doesn't provide route planning.
You can add an address question to the site-visit intake form on Pro and Premium plans. The booking doesn't have a separate address field.
You can schedule a site visit as a calendar appointment and request an address through a Pro intake form. The system doesn't plan routes or calculate travel time.
Set each up as a separate service with its own duration and price, so clients can choose the right appointment type.
Yes. Clients can cancel or reschedule through a link, subject to the cancellation cutoff you've set.
Yes, try it free for 14 days, with no credit card required.
Open your booking page, set up your services and hours, and share the link with your clients.