Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Booking for Consulting Firms. Consultant scheduling software that books discovery calls

AI Booking is consultant scheduling software that books discovery calls, client workshops and site visits from the phone, the website chat, your inquiry forms and the booking page into the free slots of the right partner. It offers only real openings, verifies every guest, confirms and reminds by itself, and keeps the work calendar you already use in step.

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7 days free · per company, never per seat · nothing to install

Zanus AI · AI Booking · The day's book

The day's book

Every discovery call, workshop and visit booked by phone, chat or form lands in one book, with the day's counts at the top.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Discovery calls last forty-five minutes; keep Fridays closed to bookings for client delivery.”

Lisa“Discovery calls will offer forty-five-minute slots Monday to Thursday, and Fridays stay closed to new bookings. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Consulting Firms use it

A prospect who read your supply-chain case study books a forty-five-minute discovery call with that practice's partner from the website chat.

A manufacturing client asks for a site visit; the booking lands as a REQUEST on Upcoming until the partner presses CONFIRM.

Partners' busy times from the calendar they already use are read every five minutes, so nobody is offered a slot taken by travel.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

Booking inside the phone call, the chat, the e-mail and the form, plus a booking page
By service and location: the AI offers the menu, then only the free slots of your live calendar
Google / Outlook calendar connect; availability rules; buffers
Confirmation and calendar invite e-mailed automatically; reminders; reschedule by reply
Field visits with travel time; several providers with their own calendars

Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.

Everything AI Booking does, for every business ›

Works withAI Phone AI Webchat AI E-mail AI Web Forms Lisa, your AI assistant

One book

Consultant scheduling software that books from every channel

Most scheduling tools wait for the prospect to open a link. This booking system books wherever the conversation happens, so there are no back-and-forth emails and no double bookings.

On the phone

A caller asks for a discovery call and the AI offers two or three free times, books the one chosen and sends the confirmation before the call ends.

In the website chat

A visitor reading one of your insight articles books a call inside the conversation, into a real free slot, verified before it enters the book.

From inquiry forms

A form can end with a booking question that lists your services with live availability, so the prospect picks a time on the form itself.

On the booking page

Your booking page writes into the same book the AI fills, so the booking experience matches the phone and the chat and a slot is never sold twice.

Only real openings

Service hours, closures, blackouts, bookings already taken and the busy times of connected calendars are all read before any time is offered to a prospect.

Every guest verified

The caller's number, a code by text, a verified e-mail or your own word when you book by hand: nothing enters a partner's agenda without one of them.

Your meetings

Scheduling software for consultants: discovery calls, workshops, visits

Each kind of client meeting is its own service with customizable booking rules and its own calendar, so the rules of a discovery call never spill onto a half-day workshop.

Discovery calls

A forty-five-minute call with the partner of the practice, your intake questions asked before it is booked and the answers waiting on the booking card.

Client workshops

A half-day service counted in seats when several client managers attend, with buffer time after it so the facilitator is not booked straight into another session.

Steering meetings

A checkpoint with the client sponsor booked into the engagement manager's free time and reminded by text or e-mail the hours before that you choose.

Visits at the client's premises

Where is the job comes first; the areas you serve and the travel time between visits are kept, and an address outside your area becomes a callback instead of a booking.

Requests a partner approves

Executive briefings can be marked subject to approval, so each lands as a REQUEST until a partner confirms it or declines with the next free time offered.

A waitlist for full sessions

When a popular briefing is full, the AI offers the waitlist; when a place frees, the next guest is texted the offer and has ten minutes to take it.

Reminders

Automated reminders that reduce no-shows for client meetings

SMS reminders and email reminders

SMS reminders reach a sponsor between sessions and email reminders reach the assistant at her desk, at the number of hours before the meeting you choose.

Answered by a reply

A guest confirms, cancels or asks for another time by replying to the reminder, and a slot given back frees at once for the next guest on the waitlist.

No-shows marked by themselves

Once the grace period passes, a missed meeting is marked NO-SHOW and a single polite message invites the guest to book again, so the firm can reduce no-shows without chasing anyone.

Confirmed at the time of booking

The confirmation leaves at the time of booking with the date, the time and the office, so new clients know where to be from the very first message.

Appointment types, each with its rules

Each of your appointment types, from a discovery call to a half-day workshop, keeps its own length, minimum notice, approval rule and way of verifying the guest.

Team members and their available times

Team members who meet clients each keep an agenda of their own, and one person's vacation or travel blocks only that person's available times.

Partners and offices

Consulting scheduling software with an agenda per partner

Each consultant a provider

Each provider has the services they serve, the office where they serve them and their own hours, and a provider linked to a login sees only their own agenda.

Several offices, several time zones

Each office keeps its address and time zone, each service says where it happens, and the AI asks the guest which location suits them.

Your calendar kept in step

Each connected work calendar is read every five minutes, so travel and internal reviews block time, and each booking is written back to it as an event.

The firm's week on one grid

MY CALENDAR shows one person's week and COMPANY shows the whole team's day with bookings counted per service, ready to print for the office.

Compared

Appointment scheduling software for consultants, compared

Three ways a firm handles appointment booking today, and what changes when the AI does the booking on every channel.

What a consulting firm needs	E-mail back-and-forth	A self-serve booking link	AI Booking
Booking a discovery call	Several e-mails to agree a time	The prospect picks from a link	Booked on phone, chat, forms and page,: all into one book
Intake before the call	Asked on the call itself	A form the prospect may skip	Your questions asked as it books,: answers on the booking card
The partner's real availability	Checked by hand each time	Read from one calendar	Hours, blackouts and connected calendars,: read before any offer
Reminders and no-shows	A note to self	An automatic e-mail	Text or e-mail reminders,: no-shows marked and invited back
Bookings a partner must approve	Every booking needs a reply	Rarely possible	A REQUEST on Upcoming,: confirmed or declined in one step

A day in the book

Online scheduling software for consulting, one day at the firm

Eight in the morning

THE BOOK shows the day's discovery calls, workshops and visits counted at the top, with every meeting still to confirm marked, by day or by week.

Mid-morning

A sponsor's assistant cancels by replying to the reminder; the slot frees at once and the waitlist offer goes to the next guest in line.

Afternoon

A guest arrives for a briefing at the office; one tap marks Arrived, and Text: it is your turn tells her the meeting room is ready.

Evening

A prospect in another country books tomorrow's call from the chat while your office is dark, and the confirmation leaves the moment the slot is held.

Set-up

Set up consultation scheduling software in 2 minutes

Lisa reads your site

She finds your offices on your website and asks about your meeting types, their lengths and which consultants take each one.

A preset for consultants

The consultants preset proposes a consultation, a site visit and a request you approve first; rename or change them by talking.

Calendars connected

Each partner connects the work calendar they already use so its busy times are never offered, or the book runs on its own.

A free week

Seven days on your own prospects with no credit card, then read every booking the AI made, confirmed and moved.

Questions & answers

Questions about consultant scheduling software

What is consultant scheduling software?

Software that lets prospects and clients book appointments with a consultant through online booking pages instead of the back-and-forth of e-mail. AI Booking goes further: the AI books on the phone, in the website chat, from your forms and on the booking page, all into one book, and only into slots that are really free.

Can the AI book discovery calls with the right partner?

Yes. Each partner or consultant can be a provider with the services they take, the places they work and their own hours. The AI asks which consultant only when you let prospects choose; otherwise your rule assigns one, and a partner's vacation blocks only that partner.

Does it work with the calendar our consultants already use?

Yes. Connect each person's work calendar: its busy times are read every five minutes and never offered to a client, and every booking is written there as an event. A firm that prefers can also run the book on its own.

Can we ask intake questions before the discovery call?

Yes. Each service carries its own questions, such as the sector, the problem in the prospect's words or the size of the organization, and the answers sit on the booking card for the partner to read before the call. Intake forms built in AI Web Forms can also end with a booking question showing live availability.

How are no-shows handled for client meetings?

After the grace period a missed meeting is marked NO-SHOW by itself, and one polite message invites the guest to book again. Someone who missed twice in a year is asked to confirm their next booking before it counts.

Can a partner approve a booking before it is confirmed?

Yes. Mark a service subject to approval and each booking lands as a REQUEST on Upcoming, with the guest told the time is requested. CONFIRM sends the confirmation and DECLINE offers the next free time, which suits executive briefings and site visits.

How do reminders work for consulting appointments?

The client gets a confirmation straight away and a reminder by text, e-mail or both at the number of hours ahead you pick. The guest can confirm, cancel or ask for another time simply by replying to it.

Can it schedule appointments at several offices?

Yes. Each office is a location with its own address and time zone, each service says where it happens, and the AI asks which location the guest wants. To skip the typing, Find my locations on my website reads your office addresses from the site.

Does the AI book over workshop and travel days?

No. Opening hours, closures and whole-day blackouts are set per service and per person, the minimum notice and the rest after each meeting are respected, and a closure laid over existing bookings lists them so you keep, move or cancel each one.

Can a client book a video meeting instead of a visit?

Yes, with AI Online Meetings added. Point a booking service at a meeting template and the discovery calls the AI books land on the agenda with a room carrying your firm's name; the guest joins from a link with nothing to install.

Is the scheduling software priced per consultant?

No. It is priced per company, never per seat, so every partner and consultant can have an agenda without a license each. The plans are on the pricing page, and the seven-day trial runs without a credit card.

What is the best scheduling software for consultants?

The best scheduling software for consultants books where prospects already are, not only through a link: on the phone, in the chat and on your forms. It reads real availability, sends automated reminders, handles no-shows by itself and is set up in 2 minutes from the consultants preset, with Lisa showing each change before and after.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Consulting Firms ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.