Booking, CRM, video meetings, and AI follow-up in one workflow.
Whatever you do — consult, coach, advise, treat, design, build, or sell — Ottocal turns inquiries into booked appointments, organized client records, video meetings, recaps, tasks, and next-step follow-up.
Start free. Paid bookings include a plan-based platform commission plus standard payment processing fees.
Built for client pipelines, not just calendar slots. Every profession gets its own intake, templates, and follow-up defaults.
Start free
Pick a template, publish your booking page, and start capturing appointments today.
Five minutes to a lead-ready consultation link. No settings maze.
By continuing, you agree to Ottocal's Terms, Privacy Policy, Cookie Notice, Acceptable Use Policy, and Refund Policy.
The workflow
Ottocal is not just the booking link. It is what happens before, during, and after the appointment.
- 01Inquiry captured
- 02Appointment booked
- 03Intake completed
- 04Client record created
- 05Meeting prepared
- 06Session summarized
- 07Tasks assigned
- 08Partner handoff completed
- 09Follow-up tracked
Features
Built for client pipelines, not just calendar slots.
Booking
Client booking pages with intake
Publish discovery calls, consultations, sessions, and service appointments with live availability, intake questions, and instant confirmation.
CRM
CRM records, tasks, and partner context
Every booked conversation rolls into a contact record, task list, invoice trail, and project workspace instead of disappearing into scattered notes.
AI follow-up
AI recap and follow-up drafts
Use AI for prep, recap, approvals, and next-step drafts while keeping humans in control of every client and partner communication.
Who Ottocal is for
Built for client-facing service businesses.
- Consultants and advisors
- Coaches and trainers
- Clinicians and therapists
- Accountants and financial professionals
- Attorneys and legal practices
- Agencies and studios
- Designers, developers, and freelancers
- Trades and home services
- Salons and wellness practices
- Tutors and educators
- Real estate and property professionals
- Any client-facing team
Who Ottocal is not for
If a basic calendar link is all you need, Ottocal is overkill.
- Teams that only need a simple calendar link
- Businesses that do not need intake, notes, recaps, tasks, or follow-up
- Large enterprises needing a fully custom Salesforce-style implementation today
Why not just a calendar link?
A calendar link gets someone on your calendar. Ottocal keeps the entire client workflow connected.
Calendly-style tools help schedule the meeting. Ottocal helps manage what happens before and after it.
- Booking page
- Intake questions
- Client / contact record
- AI meeting prep
- Meeting notes
- AI recap
- Follow-up tasks
- Partner handoff
- Optional invoice / payment context
- Session record where applicable
Use cases
Start general, specialize when needed.
Advisory and professional services
- Consultants booking discovery calls
- Agencies managing client intake and kickoff calls
- Coaches and trainers booking paid sessions
- Accountants and advisors running planning reviews
- Attorneys scheduling initial matter consultations
- Recruiters running candidate intro screens
- Small teams coordinating client handoffs
Appointment-based practices
- Clinicians and therapists booking new-client consultations
- Designers and studios scoping projects
- Photographers and event planners holding dates
- Trades and home services scheduling estimates
- Salons and wellness practices booking guests
- Tutors and educators scheduling sessions
- Real estate and property consultations
See it live
Every feature has a live route you can walk through right now.
See how a booking moves from intake to recap, task creation, and client follow-up in one connected workflow.
Live demo
Sample booking workflow
Pick a real slot from live availability and see the intake, timing, and confirmation flow from a client's point of view.
Open sample booking page
Live demo
Inquiry-to-follow-up demo
Walk through what happens after a booking: CRM updates, recap, next-step tasks, and a project file attached to the same contact record.
View the workflow demo
Live demo
Partner handoff workflow
See the partner profile and referral-request flow used to coordinate handoffs between specialists in any field.
See partner workflow
Live demo
Sample session recap
Open a session recap example with transcript and AI summary to see how meeting intelligence keeps the appointment, highlights, and follow-up connected.
Open session recap
How it works
From template to live booking workflow in three steps.
01
Start with a ready-made template
Pick your profession and start from a template tuned to it — consulting, coaching, clinical, advisory, creative, trades, and more — instead of a blank booking page.
02
Let clients book a concrete next step
Clients and partners choose a real date and time from your availability instead of filling out a vague contact form.
03
Keep every next move attached
Prep, recap, tasks, partner follow-up, and project notes stay tied to the same contact record so nothing falls through the cracks.
Tuned to your profession from day one
One platform, shaped around whatever you actually do.
Choose your profession and Ottocal sets up the intake questions, appointment titles, confirmation and reminder emails, and follow-up playbook that fit it. Licensed practices get compliance-safe defaults; everyone else gets the full toolkit — paid bookings, video meetings, CRM, and AI follow-up.
Included on day one
- Templates for consulting, coaching, clinical, advisory, creative, and service appointments
- Live slot selection on public booking pages
- Client intake that captures timing, context, and qualifying questions
- Starter includes 10 CRM contact records and project workspaces
- Partner handoff and session recap workflows included
- Human-reviewed AI follow-up drafts from the dashboard