Appointment scheduling for consultants

The consultant booking problem

Consulting work usually has two distinct calls in the funnel:

1. Discovery call — free, ~30 min, to determine fit.
2. Paid session — billable, 60–90 min, scoped engagement.

Mixing those into one event type confuses prospects. Splitting them across separate Calendly accounts is annoying. circleit lets you have both as separate event types under one username — and link each from the appropriate spot on your site.

Recommended setup

• Event type 1: "30-min discovery call" — embed on your home page, services page, and as the CTA from blog posts.
• Event type 2: "60-min strategy session" — embed on your pricing page or a dedicated "Work with me" page. Send the booking link directly to qualified leads after the discovery call.
• Weekly availability: Set explicit consultation windows (e.g., Mon/Wed 1–5pm) so client calls don't bleed into your deep-work time.
• Buffer time: 15 min before, 30 min after each call. The "after" buffer is where you write notes and follow up while it's fresh.
• Minimum notice: 48 hours. Prevents day-of bookings and gives you prep time.

Where to embed each event type

Use the data-event attribute to skip the event-type picker on pages where context already tells the visitor what they're booking:

<!-- On your home page / blog footer / contact page -->
<script src="https://circleit.app/embed.js"
        data-circle="your-username"
        data-event="discovery"></script>

<!-- On your "Work with me" / pricing page -->
<script src="https://circleit.app/embed.js"
        data-circle="your-username"
        data-event="strategy"></script>

Handling paid sessions before built-in payments

v0 circleit doesn't yet collect payments. Two workflows that work today:

1. Book first, invoice second. Client books the paid session via circleit. You immediately send a Stripe (or Square / PayPal / Wise) invoice. If they don't pay within 24 hours, you cancel from the dashboard. Most consultants find this fine because qualified leads pay quickly.
2. Invoice first, send the booking link second. You send the invoice. When they pay, you send the circleit booking link for the paid event type. Use this when you want payment certainty before locking a slot.

Built-in Stripe payments are on the v1 roadmap. If this is the feature that would move you from your current tool to circleit, email info@circleit.app.

Prefill for warm leads

If you have a CRM or email tool that knows the lead's name and email, use the prefill parameters so they don't have to retype:

<script src="https://circleit.app/embed.js"
        data-circle="your-username"
        data-event="strategy"
        data-prefill-name="{{lead.name}}"
        data-prefill-email="{{lead.email}}"></script>

Replace the {{...}} with your CRM's merge syntax.

What your clients see

A booking flow on your domain, in your visual style. They pick a time, enter their info, done. The booking shows in your Google Calendar with all their context. The confirmation email gives them cancel and reschedule links so they don't email you to move things around.