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High-Ticket Advisory Scheduling

Monetize Your Time Upfront with Retainer & Paid Strategy Calls.

Stop giving away free advice. Collect upfront credit card deposits, automate NDA agreements, and conduct VIP advisory sessions with zero payment chasing.

  • Stripe 3D Secure & Retainer Locks
Monthly Calendar Billings $42,800 Apex Global Advisory
$450/hr Average Advisory Rate
$42,800

Monthly Billed on Calendar

Upfront fee collection through Stripe

$450/hr

Average Advisory Rate

Automated invoicing & tax calculations

0%

Unpaid Consultation Waste

No payment, no calendar reservation

41%

Higher Lead-to-Paid Ratio

Frictionless executive checkout experience

Challenges we solve

The scheduling problems Consulting teams face, and how MyCaly fixes them

01

Challenge

Prospects booking 45-minute "discovery" calls to pick your brain without any intention of buying.

How MyCaly fixes it

Require upfront consultation deposits or paid strategy fees before slot confirmation.

Impact

Filters for high-intent, paying clients immediately.

02

Challenge

Chasing clients for unpaid invoices weeks after conducting an advisory session.

How MyCaly fixes it

Automated Stripe card lock charges clients at booking and sends automated VAT-compliant receipts.

Impact

100% on-time payment collection with zero accounts receivable stress.

03

Challenge

Retainer VIP clients having to wait in the same queue as cold outbound prospects.

How MyCaly fixes it

Generate private, unlisted VIP booking links with priority time slots and hidden calendars.

Impact

Delivers white-glove executive service to top tier accounts.

Key capabilities

Everything your Consulting team needs

Management Consultants, Legal & Strategy Advisors

Monetization

Guaranteed Upfront Payment Gate

Eliminate payment default risk by charging credit cards, Apple Pay, or corporate cards prior to calendar hold.

  • Instant Stripe payouts
  • Custom refund & cancellation grace periods
  • Support for 135+ global currencies

Intake Mastery

Executive Pre-Call Diagnostic Surveys

Collect balance sheets, company metrics, and strategic goals so you walk into calls fully prepared.

  • Required file uploads for decks & financials
  • Conditional logic questionnaire
  • Automatic summary generation

Client Retention

VIP Client Priority Retainers

Offer monthly retainer holders dedicated priority windows with custom rate overrides and zero checkout friction.

  • Secret unlisted booking URLs
  • Allocated monthly hour tracking
  • Priority calendar override controls

Accounting

Tax & VAT Automated Invoicing

Generate customized corporate PDF invoices with your business registration number and tax breakdowns.

  • Automatic EU VAT & US sales tax calculation
  • Direct sync with QuickBooks & Xero
  • Custom company header branding
Workflow

How the Consulting workflow runs on MyCaly

From first click to completed session, zero friction at every touchpoint.

  1. 01

    Consultant Sets Service Tiers

    Define 30-min diagnostic ($250), 60-min strategy ($500), or 90-min board review ($1,200).

  2. 02

    Client Selects & Pays

    Enters corporate billing details, pays via Stripe, and completes pre-call brief.

  3. 03

    Instant Calendar Lock & Invoice

    Both calendars get updated, and a tax-compliant invoice is issued immediately.

  4. 04

    High-Impact Strategy Call

    Host call via 1080p video with screen sharing and recorded transcription.

Interactive preview

See what your clients see

A live preview of a MyCaly booking page configured for Consulting.

Apex Global Advisory – Senior Partner Schedule

Direct calendar booking for corporate strategy, M&A due diligence, and executive growth advisory

M Marcus VanceManaging Partner • Ex-McKinsey Strategy Lead

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Your details

Customer story

M Marcus Vance Managing Partner, Apex Global Advisory
“We eliminated over $14,000 in monthly unpaid "pick your brain" calls within 30 days of switching to MyCaly. Clients gladly pay upfront, and the pre-call survey ensures high-impact meetings.”
$42,800

Monthly Calendar Billings

$450/hr

Average Advisory Rate

0%

Unpaid Consultation Waste

FAQ

Frequently Asked Questions

Common questions about deploying MyCaly for Consulting.

What happens if a client needs to reschedule?

You can set custom rescheduling rules (e.g. free rescheduling up to 24 hours prior to meeting). If rescheduled within your policy, their payment transfers seamlessly.

Can I issue refunds directly through MyCaly?

Yes. You can issue full or partial refunds through the dashboard with 1 click, automatically releasing the calendar slot.

Does MyCaly take a percentage of my consultation fee?

No! MyCaly charges zero commission fees on your bookings. You only pay standard Stripe processing rates (2.9% + 30¢).

Last updated: 3 November 2026

Your Schedule Shouldn't Slow You Down.

Start scheduling smarter with MyCaly. Connect your calendars, set your pricing rules, and start accepting client bookings today.

  • Smart Scheduling
  • Direct Payments
  • HD Video Meetings