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Consultations Made Simple. From First Call to Follow-Up.

MyCaly helps consultants, advisors and coaches run 1-on-1 consultations end to end: clients pick a service, book a slot in their own timezone, answer intake questions, pay upfront if required, and join a Meet Hour HD video room in one click. No back-and-forth emails, no app downloads, 0% commission.

Empower consultants, advisors, and coaches to eliminate back-and-forth emails. Qualify prospects with custom intake questionnaires, automate timezone conversions, and deliver seamless 1-on-1 video consultations.

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Attendance Rate
98.4%
Average Booking Time
< 30s
Platform Commission
0% Fee
SC Sarah Chen AdvisoryExecutive Leadership & Strategy Consultation
  • Discovery Call30 min • Free
  • Deep Dive60 min • $250
  • Strategic Audit90 min • $400
Available SlotsEST (GMT-4)
  • 09:00 AM
  • 11:30 AM
  • 02:00 PM
  • 04:30 PM
Auto-Provisioned Meet Hour HD Roomhttps://meethour.io/room/sarah-consultation-9402
Instant Confirmation

How does MyCaly make consultations easier?

Four building blocks that take a consultation from first booking to paid, recorded follow-up.

Consultation Client Intake Form

Show Up Fully Prepared

Pre-Call Intake Questionnaires

Collect essential client background, budget requirements, and strategic goals before the consultation begins so you can arrive with tailored solutions.

Who it's for:
Consultants, business coaches, legal advisors, and financial planners.
The challenge:
Showing up to discovery calls blind and spending the first 20 minutes asking basic background questions.
How MyCaly solves it:
Intake questions ensure every call is high-impact from minute one, qualifying leads and setting a clear agenda.
  • Custom form fields including short text, revenue ranges, and file uploads
  • Responses automatically attached to the calendar invite and client record
  • Required vs. optional question settings to streamline the booking flow
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Smart Scheduling Buffer Rules

Prevent Meeting Fatigue

Smart Buffer Times & Schedule Margins

Protect your focus with automatic buffer periods before and after every consultation. Prevent back-to-back fatigue and give yourself time to document session notes.

Who it's for:
Busy advisors and executives managing multiple client calls per day.
The challenge:
Back-to-back meeting overload that leaves zero time for wrap-up notes, bathroom breaks, or preparation.
How MyCaly solves it:
MyCaly automatically reserves 10–15 minute buffer windows between appointments on your live calendar.
  • Configurable pre-meeting and post-meeting buffer durations
  • Daily meeting limits to cap total consultation hours per day
  • Minimum notice rules preventing unwanted same-hour bookings
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HD Video Consultation Room

Zero Friction for Your Clients

Instant Browser-Based Video Rooms

Launch high-definition 1080p video rooms powered by Meet Hour. Clients enter the meeting with a single click—no desktop apps, downloads, or logins needed.

Who it's for:
Advisors meeting global clients on diverse operating systems and devices.
The challenge:
Clients struggling to download software or forgetting passwords right as the meeting is supposed to start.
How MyCaly solves it:
Browser-based WebRTC rooms launch in seconds with crystal clear audio, video, screen sharing, and LivePad collaborative notes.
  • 1080p HD video with browser-based instant guest access
  • Integrated collaborative whiteboard and LivePad session notes
  • Cloud recording options to share consultation summaries with clients
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Upfront Retainer Payments

Zero Unpaid Discovery Calls

Upfront Fee Collection & Retainer Lock

Require upfront payment or retainer deposits during booking. Connect your Stripe, PayPal, or Razorpay account and keep 100% of your earnings.

Who it's for:
Paid advisors, paid legal consultants, and executive coaches.
The challenge:
Unpaid advisory calls, chasing late invoices, and last-minute cancellations.
How MyCaly solves it:
Clients pay securely before the time slot is locked on your calendar, with automated tax invoices and receipts issued instantly.
  • Direct integration with Stripe, PayPal, and Razorpay with 0% platform commission
  • Automated tax calculations and localized invoice receipts
  • Configurable cancellation and refund policies enforced automatically
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From Booking to Consultation

A seamless, 5-step journey that converts curious visitors into long-term advisory clients.

  1. 01

    Selects Service

    Client chooses from your tailored advisory tiers or free discovery calls.

    Custom durations & rates
  2. 02

    Chooses Time

    Views real-time availability synced with Google or Outlook calendars.

    Automatic timezone conversion
  3. 03

    Completes Intake

    Answers strategic discovery questions and uploads project materials.

    Linked directly to calendar event
  4. 04

    Instant Confirmation

    Calendar invites and receipts are delivered to both parties immediately.

    One-click reschedule options
  5. 05

    Joins HD Video

    Opens the browser room with 1 click. Zero apps to download.

    Includes notes & recording

Frequently Asked Questions

Common questions about using MyCaly for Consultations.

How do intake questionnaires work for consultations?

You add custom fields such as short text, revenue ranges or file uploads to any consultation type and mark each one required or optional. Answers are attached to the calendar invite and the client record, so you arrive at the call already knowing the client's goals.

Can I add buffer time between consultations?

Yes. Set pre-meeting and post-meeting buffers (for example 10–15 minutes), a daily meeting limit and a minimum notice rule. MyCaly reserves those windows on your live calendar so consultations never run back to back.

Do clients need software to join a consultation?

No. Each booking gets an auto-provisioned Meet Hour HD room. Clients open it in their browser with one click, with no app, download or login, and you get screen sharing, whiteboard, LivePad notes and optional cloud recording.

Can I charge for consultations upfront?

Yes. Offer a free discovery call alongside paid tiers and require full payment or a retainer deposit at booking through Stripe, PayPal or Razorpay. The slot is only locked once payment succeeds, and MyCaly takes 0% commission.

How does MyCaly handle client timezones?

Your availability is read from Google Calendar or Outlook and shown to each client in their own timezone automatically, so international clients always see correct local times.

Business Meetings

Team routing & collaboration

Classes & Coaching

Group and cohort sessions

Online Sessions

One-click browser video

Paid Appointments

Collect fees before the slot

Group Meetings

Mutual availability & webinars

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.

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  • Smart Scheduling
  • Direct Payments
  • HD Video Meetings