Best Marketing Agency Scheduling Software

Marketing agencies juggle client calls, strategy sessions, pitch meetings, and internal coordination across multiple team members. Manual scheduling through emails creates bottlenecks and wastes billable hours. A dedicated scheduling tool like CozyCal lets clients self-book based on real-time availability, automates confirmations and reminders, and keeps your team's calendars synced—freeing up time to focus on client work instead of administrative tasks.

Embedding a booking widget directly on your agency's website lets prospects schedule discovery calls or consultations the moment they're interested, without waiting for a response. You can customize intake forms to collect details like marketing goals, budget, and how they found you, so you're prepared before the first conversation. This streamlined experience captures leads around the clock and reduces drop-off.

CozyCal offers flexible options. You can use round-robin scheduling to automatically distribute new bookings evenly among available strategists, or let clients choose a specific team member from your booking page. Each strategist can also create their own booking page for existing clients while sharing a team-wide page for new inquiries.

Yes. CozyCal's multi-host collective scheduling lets you pool availability across multiple team members and resources like conference rooms or presentation spaces. When a client books, CozyCal finds times when both the strategist and a suitable room are available—eliminating manual coordination and double-booking conflicts. You can also set priority rankings to determine which team members or rooms are assigned first.

Yes. CozyCal's event request feature lets you review booking requests before confirming. Prospects complete your intake form, and you decide whether to approve or decline based on fit, budget, or scope. This prevents unqualified leads from filling up your calendar and gives you control over who your team meets with.

CozyCal's white-label features let you fully customize the client-facing experience. You can create a custom booking domain (e.g., book.youragency.com), send confirmation and reminder emails from your own domain, and remove all CozyCal branding. Your booking page looks and feels like part of your agency's website, reinforcing professionalism and trust.

Yes. CozyCal integrates with Stripe for secure payment processing. You can set pricing for different service types—such as paid strategy audits or consultation calls that require payment at booking, offer discount codes, and add optional extras during checkout. For retainer clients, you can sell session packages at a bundled rate and collect payment upfront.

Absolutely. CozyCal integrates with Zoom and Google Meet to auto-generate unique meeting links for each booking. The link is included in confirmation and reminder emails, so clients join with one click from anywhere in the world. Time zone detection ensures clients always see your availability in their local time.

You can create multiple event types such as discovery calls, SEO audits, Google Ads workshops, or monthly check-ins—each with its own duration, padding time, booking window, and assigned team members. This lets you control how far in advance clients can book, add buffer time between meetings, and block off focus time when needed.

Yes. CozyCal supports group events with up to 500 attendees per time slot. This works well for marketing strategy workshops, client training sessions, or promotional webinars. You control the capacity, collect registrations through intake forms, and send automated reminders to all attendees.

Automated email reminders are sent before each meeting, and SMS reminders are available for clients in the US and Canada at no extra cost. You control the timing and set 24 hours, 48 hours, or custom intervals. Requiring payment at booking also increases commitment and reduces last-minute cancellations.

Yes. CozyCal provides a centralized client database where you can search booked clients, view booking history, and export contact lists for email marketing or analytics. Intake form responses are stored alongside each booking, making it easy to reference client details and track engagement over time.

CozyCal connects with Google Calendar, Outlook Calendar, Zoom, Google Meet, Stripe, Google Analytics, and Zapier. Through Zapier, you can link CozyCal to over 1,000 apps to automatically adding new leads to your CRM, notifying your team in Slack, or logging bookings in a project management tool like Basecamp.