Advisory firms: one booking page for several advisers

A small law, accounting or advisory firm with several advisers can take every client meeting on one Book page. New clients book a short shared first call with whoever is on intake that day; after it, the firm books them with the right adviser. Existing clients book their own adviser directly, in services such as "Meeting with Maître Dubois" or "Tax review with Anna". Plan meeting rooms and video, keep the note free of confidential details, and cover absences from one bookings list. The firm pays €5/month in total.

Book gives one booking page per business. Each service has a name, a price and an optional description shown on the page, and each slot belongs to one service, sits within one day and has its own number of places. There's no staff field, so the adviser's name goes in the service name. Slots of different services can run at the same time, which is what lets three advisers hold meetings in parallel.

Durations, places and prices are examples: set your own, and say in each description what's included.

A new client doesn't always know which adviser handles their matter. Offer a short first call in one shared service, staffed by whoever covers intake that day. On the call, you check the matter, run any conflict check, and book the client into the right adviser's service yourself from the calendar. First and last name are required, email and phone optional; with an email, the client gets a confirmation with a calendar file.

Clients who already work with someone book that adviser's services directly. Say in each description who the service is for, such as existing clients only, so a new client starts with the first call. If you charge differently by seniority or type of work, separate services make the price clear before the meeting.

Some appointments don't need a particular adviser: signing documents, collecting originals, dropping off papers. Put them in a shared service with one place per person available at the desk, so clients can come in without taking an adviser's consultation time. Say in the description what to bring, such as identity documents or the papers to sign, and how long it takes. When a meeting ends with documents to sign later, book that signing slot yourself before the client leaves.

Book doesn't know how many meeting rooms you have, and slots of different services can overlap, so it won't stop three advisers being booked into two rooms. Give each adviser room days, or create separate video services for remote meetings so you know no room is needed. Book doesn't create video links: the adviser sends the link by email before the meeting.

The booking form takes first name, last name, email and phone, plus an optional note. The note reaches the firm in the new booking email and appears in the client's calendar file. Ask only for the type of matter and, for legal work, the other parties' names for a conflict check; documents go through your usual secure channel after booking, never in the note.

Tax deadlines and year-end bring a rush of meetings. Open extra slots for those weeks only, with an end date, and spread them across advisers. Slots repeat each week on the weekdays you choose until an end date, so each adviser's regular meeting hours become their own series.

Clients can't move or cancel online; the firm does it from the bookings list. Rescheduling works across services, so a meeting can move to a colleague's free slot if the matter allows, or to the adviser's return. Book doesn't email clients about changes, so tell each client yourself, then delete the absent adviser's free slots. Every booking syncs with the firm's Google, iPhone or Mac calendar, so the front desk sees every adviser's day. Book doesn't take payments; say how fees are paid. Book costs €5/month for the firm, everything included: unlimited services and bookings, no commission, no contract.