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Professional services

Giving the first meeting away free,
without knowing what it brings?

For a lawyer, a consultant and an estate agent the introductory meeting is free, and the revenue comes from the services booked after it. That is why the calendar also needs a record of how many free slots turn into paid ones.

A third of the services in this group are free

In the hair salon preset one service out of 45 is free. In this group it is six out of nineteen, and in the estate agency preset all three.

Introductory meeting
free, 30 minuteseveryone who gets in touch
Consultation
4,000 to 5,000some of them
Meeting, tax advice
6,000 to 8,000those who stay
A free slot is the first step in the funnel, not wasted time. The value of that step is only visible if you have the figure for how many of them turn into paid work. The analytics show the number of introductory meetings booked and the number of arrivals, and the client record shows whether that same client paid for a service afterwards.

The price per minute differs between two durations

The difference shows in the preset, in two services with the same content and different durations.

Consultation 30 min
3.000
two half-hours = 6,000
Per minute100 din
Consultation 1h
5.000
same hour, 1,000 less
Per minute83 din

A longer slot has a lower price per minute, because the preparation happens once. That is not a discount but a second service with its own price, exactly as the preset has it. The client picks the duration, and the analytics show which version is booked more often.

When the slot also covers the travel to the client

An estate agent travels to the address of the property, so the time actually taken is not the same as the duration of the service.

The client comes to you

A lawyer, a notary and an accountant work from an office. Slots can run back to back, because there is no travel between them.

  • The duration of the service is the time actually taken. A 60 minute meeting occupies 60 minutes in the calendar.
  • The office is entered as a workplace, if several staff members work in the same room.
versus
You travel to the client

Viewing a flat takes 30 minutes, and with the travel it occupies about an hour and a half. That is why the preset for this trade uses the word “visit”.

  • Buffer time covers the travel. You add 30 minutes before and after the slot, and the system counts it when showing free slots.
  • The address is entered through a custom field and appears in the calendar and in the confirmation.
  • Two viewings in the same hour are not possible, because the staff member is already occupied in that period, buffer time included.

With no buffer time set, the form can offer a viewing at 10 and another at 10:30, at a different address. Buffer time is the input that brings travel into the free slot calculation.

Two settings specific to this group

A client in a different time zone

Consulting and legal advice are often delivered over video, and part of the client base of lawyers and accountants lives abroad.

  • The client sees the slot in their own time zone. The conversion is automatic, with a note that the time shown is the client's, not yours.
  • The meeting link goes into the confirmation and the reminder, so it is at hand before the slot starts, without further correspondence.
  • The same service can exist in person and online, as two services with different prices.
  • The form can run in English, for clients from abroad. The translation is added in the admin, without a developer.
When it helps: when you and the client are not in the same time zone, so the slot has to be shown in the client's zone.

Service duration and the time the studio is actually occupied

In this group the photography studio has the services with the longest durations and the highest prices.

  • Product shoot: 120 minutes, 12,000 dinars. Setting up the lights and packing away are not part of those 120 minutes, and they occupy the studio.
  • Buffer time before and after the slot covers that period, so two shoots cannot be booked back to back.
  • The wedding consultation is free in the preset, on the same pattern as the consultant's introductory meeting.
  • Mandatory payment is switched on per service. For a 12,000 dinar shoot it is justified, for a free consultation it is not used.

Six ready-made industries, 19 services

The presets in this group use three different words for an appointment: meeting, appointment and visit.

Consulting
  • Intro meeting30 min · free
  • Consultation 30 min30 min · 3.000
  • Consultation 1h60 min · 5.000
Law firm
  • Legal consultation45 min · 5.000
  • Meeting60 min · 8.000
  • Document prep30 min · 3.000
Accounting firm
  • Intro meeting30 min · free
  • Consultation45 min · 4.000
  • Tax advice60 min · 6.000
Notary & interpreter
  • Document notarization30 min · 2.000
  • Document translation30 min · 2.500
  • Consultation30 min · 3.000
Real estate agency
  • Apartment viewing30 min · free
  • House viewing45 min · free
  • Consultation45 min · free
Photo studio
  • Portrait60 min · 6.000
  • Family shoot90 min · 9.000
  • Product shoot120 min · 12.000

The estate agency preset is the only one on the whole list where every service is free. That is deliberate: the agent does not charge for a viewing, but takes a commission after the sale.

Questions from this group

No. The plugin handles appointments, payments and the history of meetings with a client. It does not handle cases, deadlines, files or documents. Managing cases needs dedicated law practice software. What is solved here is the booking part, so clients book the slot themselves instead of calling.

The slot is booked for the expected duration, and the payment is recorded for the actual one. The amount is edited when the payment is recorded, so a meeting that ran 90 instead of 60 minutes is charged for the time it took. The client record shows the amount collected and the amount outstanding.

A no-show is the usual risk of a free slot. A reminder 24 hours before the slot and one-click confirmation cover most of it. A slot with no confirmation is known a day ahead, while it can still be offered to another client. Mandatory payment would remove the risk, but then the introductory meeting is no longer free.

The analytics show the funnel: how many times the form was opened, how many slots were booked and how many people arrived. The client record shows what that same client paid afterwards. If five out of twenty introductory meetings move on to a 6,000 dinar tax consultation, that is 30,000 dinars of revenue out of free slots. If that figure is zero, the problem is not in the calendar but in the meeting itself.

No, provided you set the buffer time. With 30 minutes before and after a viewing the system does not offer two slots that sit too close. Without that setting, viewings at 10 and at 10:30 at different addresses are possible, which is a schedule that cannot be kept.

What next

The free meeting as a measurable step in the funnel

The analytics show how many slots were booked and how many people arrived, and the client record shows what that same client paid afterwards. Only with those figures does a free slot become a decision based on numbers.