Interior design projects: planning meetings to the end

Concept, presentation, shopping, site visits, final reveal: how interior designers can plan project meetings in advance and keep clients aligned.

6 min read

Once a client signs, map the project's meetings on a timeline and book the first ones straight away: the concept presentation, then a revision meeting, then showroom or shopping visits, site visits during the works and a final reveal. Each type of meeting gets its own service and slot length, and you book them yourself from your calendar with a note on what the meeting is for. The client always knows what's next and when, and your weeks don't fill with meetings you could have planned.

The meetings of a project

MeetingExample slotWhenWhere
Concept presentation90 minA few weeks after signingAt the client's home or your studio
Revision meeting60 minAfter the client has thought it overVideo or in person
Showroom or shopping visit2 hOnce choices are madeShowroom, shop
Site visit45 minDuring the works, at key stagesOn site
Final reveal60 minWhen everything is in placeAt the client's home

Lengths are examples: set your own. On Book, each service has a name, a price and an optional description shown on your public page, and each slot belongs to one service with its own start and end. Project meetings are usually part of the fee you've quoted; if so, leave their price empty, since an empty price isn't shown on your page, while a price of zero is displayed as €0.00. Describe them as "for clients with a project in progress".

Booking ahead, not as you go

At the signing, book the concept presentation. At the presentation, book the revision meeting and the first showroom visit. Once works are scheduled with the contractors, book site visits at the stages that matter: after demolition, before tiling, before painting. You book each from your calendar with the client's name: first and last name are required, email and phone optional. With the email, the client gets a confirmation and a calendar file, so the whole project sits in their diary.

Add a note to each meeting, such as "bring fabric samples" or "check electrical points before plastering", so you both know the purpose.

Site visits and contractors

Site visits depend on the contractors' schedule, which moves. Book them with a margin and be ready to shift them. If a contractor needs to be present, agree the time with them first, then book the client. Only the client's booking goes on Book; the contractor gets your usual message.

Keeping time for new clients

Projects in progress can fill your week and leave no room for first consultations. Keep a few consultation slots open each week, repeated on the weekdays you choose until an end date, and place project meetings around them. When a project meeting is booked, the slot is full and doesn't show on your public page.

When the project moves

Deliveries are late, works take longer, a client goes away. Clients can't move bookings online: they contact you, and you move the meeting from your bookings list. Book doesn't email clients about changes, so confirm the new date yourself, and adjust the following meetings in the same pass so the timeline stays coherent.

Book doesn't take payments, so invoice stages the way you already do. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.

Which project meetings should I book in advance?
Book each one as soon as you know it's needed: the presentation at signing, the next steps at the presentation, site visits once works are scheduled.
How do I show that project meetings are included in my fee?
Leave their price empty; an empty price isn't shown on your page.
Can new clients book project meetings by mistake?
Describe them as for clients with a project in progress; Book doesn't check, so call anyone who books one by mistake.
How do I keep room for new consultations?
Keep a few consultation slots open each week and place project meetings around them.
What if the works are delayed?
Move the site visits from your bookings list and tell the client the new dates yourself.

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