Make clearly scoped consultations bookable online
Zolis gives prospective and existing clients a way to reserve the consultation appointments you publish. They choose a service and available time, then enter the contact details needed for the booking.
Distinguish an introductory conversation from a paid consultation
Give each appointment type a clear name, duration, price and description. Explain the purpose of the session, what it includes and anything that needs discussion before booking.
For example, an introductory appointment and a longer consultation can be separate services. Your business decides what to offer and whether either appointment requires an online deposit.
Keep the consultation scope distinct from any later project. Reserving a meeting should not imply acceptance of an unagreed statement of work.
Let clients choose from your available appointment times
Zolis checks working hours, time off and existing appointments when determining available slots. Keep those records current as your working schedule changes.
Where multiple business locations are configured, clients see services available at the location they select. Agree any additional meeting arrangements directly; this guide does not establish automatic video-conferencing setup.
Read the customer booking journey for service selection and confirmation.
Connect the consultation with its client record
The selected service and appointment time stay connected to the customer details entered during booking. This gives your team a scheduling reference without reconstructing the meeting from separate messages.
Explore customer management for the surrounding records. Confirm any specialist project, document or contract-management requirement before relying on Zolis for it.
Apply deposits to selected appointment types
If a consultation requires an online deposit, the client completes Stripe Checkout through your connected Stripe account. Payment is verified before that booking is confirmed.
Appointments without a required payment can proceed without checkout. See booking deposits and Stripe setup.
Prepare confirmation and follow-up emails
Email templates can insert the client's name, service and appointment date and time. Use clear wording about the appointment and how to contact your business.
With eligible automation access, schedule messages before or after appointments. Review the timing and content so follow-ups suit the service; they do not automatically create personalised consulting advice.
Explore email templates, scheduling and history.
Review the activity around your consultations
Zolis reports summarise recorded booking and payment activity, with features depending on plan access. Use them to review operational figures rather than treating appointment counts as evidence of project outcomes.
Choose your consultation setup
Compare plans and pricing, explore coaching appointment workflows or UK booking guides, and ask the team about requirements not covered here.