CozyCal Scheduling

CozyCal is a simple scheduling service that easily integrates with your website. Install CozyCal on your website, and let clients schedule appointments anytime, anywhere. By integrating with Clio, CozyCal increases lead generation, streamlines scheduling for existing clients, and save time so you can focus on building better connections.

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 with your firm's branding for a seamless and professional scheduling experience.

    Clio Integration for Streamlined Scheduling

    • Scheduled or cancelled 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.
    • You can customize intake forms to collect key client information. The collected information is automatically sent to your Clio calendar's event description box where you can view details of scheduled events with clarity.
    • Clients' contact information (full name and email) are automatically sent to Clio's contacts database upon scheduling.

    Flexible Time Setting
    • List your service offerings on the booking page and control your availabilities by setting flexible event durations (minutes, hours or days), event booking window, event padding time, or block off specific times on your schedule.

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

    Busy Time Calendars
    • To prevent double bookings, you can let CozyCal check and block availabilities from multiple calendars other than your Clio calendar.

    Personalized Booking Page Link
    • Customize and share your booking page URL or any specific event type URL in emails or social media for quick and easy scheduling. You can also set an event type to be private and generate a unique URL that can be shared with preferred clients only.

    Team Scheduling
    • Multiple members can be invited to join your firm's team booking page. Clients can schedule meetings with a preferred team member or with any team members. Meetings are auto-assigned to the team member who has availability for the chosen time slot. All 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 Hangouts Integration: automatically generate Google Hangouts meeting links upon client bookings for easy online meet-ups.
    • Google Analytics Integration: track booking sessions on your booking page, assess conversion rates, and implement strategies to increase bookings.

    It only takes about 5 minutes to set up your booking page. We are around to provide real-time chat support.

    Give CozyCal a try today!