CozyCal Scheduling

CozyCal is a simple and professional scheduling tool that seamlessly integrates with your law firm’s website. By syncing with Clio Manage, appointments are automatically synced between Clio calendar and CozyCal to update real-time availabilities and eliminate double bookings. You can take client bookings, send automatic email notifications and accept payments all in one place.

Key Features

  • Install CozyCal on your website to increase lead generation and allow existing clients to schedule appointments. You can customize the booking page's look to match your firm's branding for a seamless and professional scheduling experience.

    Clio Integration for Streamlined Scheduling

    - Scheduled or canceled appointments are automatically synced between CozyCal's calendar (integrated with a Google calendar) and your Clio's calendar to make sure real-time availabilities are updated.
    - Customize intake form to collect key client information. Collected information is automatically sent to your Clio calendar's event description box where you can view details of scheduled events with clarity.
    - Contact information of clients (full name and email) are automatically sent to Clio's contacts database upon scheduling.

    Send automatic email notifications

    Easily customize confirmation, reminder and cancellation email notifications, which are automatically sent to clients upon scheduling to ensure timely updates.

    Send SMS reminder

    Send automated SMS text messages to scheduled guests to reduce no-shows. You can customize the timing of SMS reminders are sent before scheduled events.

    Sync with Google calendar and Microsoft 365 calendar

    Syncs with Google calendar and Outlook calendar to update real-time availability and prevent double-bookings.

    Busy Time Calendars

    To prevent double bookings, you can let CozyCal check and block availabilities from multiple calendars in addition to your Clio calendar.

    Zoom and Google Meet for virtual meetings

    Streamline your scheduling process for 1:1 virtual appointments and group events by integrating Zoom or Google Meet.

    Personalized Booking Page Link

    Customize and share your booking page URL or any specific event type URL in emails, email signature and social media for quick and easy scheduling.

    Team Scheduling

    - Multiple members can be invited to join your firm's team booking page or create their individual booking pages.
    - Clients can schedule meetings with a preferred team member or meetings can be auto-assigned in a round-robin manner. Scheduled events and contact information are synced with one Clio account.

  • Besides integrating with your Clio account, with the Pro plan you get to enjoy additional benefits including:

    - Event Request: manually accept or decline event requests to take full control of your schedule.

    - Receive Payments: connect with Stripe, set pricing for event types and collect payments right on your booking page.

    - Zapier Integration: connect CozyCal with 1,000+ apps to automate workflows and increase productivity. You can use created Zapier templates directly from your CozyCal account.

    - Google Meet Integration: automatically generate Google meet meeting links upon client bookings for accessible virtual meetings.

    - Google Analytics Integration: track booking sessions on your booking page, assess conversion rates, and implement strategies to increase bookings.

    It only takes about 10 minutes to set up your booking page. We are around to provide live support.

    Start to automate scheduling for your firm today and sign up CozyCal for a 10-day free trial!