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Consultants, advisors, and firms

Less time coordinating meetings. More time serving clients.

From initial consultations to ongoing client engagements, Calyndr makes it easy for clients to book the right professional while keeping your team’s calendars organized.

Public registration is closed. Get started free joins the waitlist.

Common challenges

What slows scheduling down

  • Endless scheduling emails

    Finding a time that works for everyone can take more effort than the meeting itself.

  • Uneven workloads

    Some professionals are booked solid while others have availability that goes unused.

  • Disconnected client information

    Appointments, contact details, and scheduling history are often scattered across different tools.

How Calyndr helps

Scheduling, coordination, and client records in one workspace

Personal and team booking pages

Clients book through a branded organization page, a named team page, or a specific advisor’s link. Hosted pages are on every plan.

See how it works

Hosted booking pages

Firm consultation pageRound robin
Advisor personal linkPreferred staff
Website embedBusiness

Round robin or weighted routing

Teams and Business rotate new consultations among eligible, available people. Business can set weighted targets so some advisors take a larger share.

Teams and Business · weighted on Business

See how it works

Assignment on this type

Eligible advisors5
ModeRound robin
Weighted mixBusiness

Client directory with history

Search people who have booked and open their appointment history. Custom fields and tags are on Teams and Business.

Directory on every plan · fields on Teams and Business

See how it works

Client directory

RK

Returning client

3 visits · last booked Thu · 10:30 AM

How scheduling works

From appointment type to confirmed booking

Clients pick a service, Calyndr applies availability and distribution rules, and the appointment is managed from your workspace and a private client link.

  1. Step 1

    The client chooses an appointment type

    Discovery, follow-up, or a working session — each with its own duration, buffer, and staff list.

    Appointment type

  2. Step 2

    Calyndr offers open times

    Hours, buffers, and connected calendars hide times that would collide with delivery work.

    Available advisors

  3. Step 3

    An eligible advisor is assigned

    Round robin, least-busy, or Business weighted routing. The client gets a confirmation and a private link to manage the visit.

    Assigned

Built for your workflow

Team scheduling and appointment distribution

One public consultation link can rotate across associates while returning clients keep a personal advisor URL. Availability always wins — people who are off or already booked are skipped.

Round robin on Teams and Business · weighted mix on Business

Questions

Can senior people stay off the public page?

Yes. Only bookable staff assigned to that appointment type appear. Everyone else keeps an internal calendar.

What is the difference between least-busy and weighted routing?

Least-busy picks whoever currently has the fewest confirmed bookings on that type. Weighted routing, on Business, aims at a target share over time and still skips anyone who is off.

Can clients reschedule themselves?

Yes, from the private link, within the cancellation and reschedule windows you set.

Can we embed booking on our website?

Yes, on Business, for origins you allow. Hosted booking pages work on every plan without an embed.