Scheduling software built for bookkeepers
Book client onboarding calls and recurring check-ins without the email back-and-forth. Slotly gives bookkeepers and bookkeeping services a single booking link, automated reminders, and no-show protection — so your bookkeeping practice stays booked without the phone tag. A booking link in your onboarding email turns a three-email scheduling thread into a one-click confirmation. Clients pick a slot; you both get a calendar invite.
What scheduling chaos costs bookkeepers and bookkeeping services.
Onboarding calls require back-and-forth scheduling
A booking link in your onboarding email turns a three-email scheduling thread into a one-click confirmation. Clients pick a slot; you both get a calendar invite.
Monthly review calls drift and get skipped
Standing monthly check-in bookings protect the touchpoint that keeps clients engaged and reduces scope-creep surprises.
Prospective clients want to 'hop on a quick call' — indefinitely
Cap discovery calls per week and require a brief intake form so every introductory call is with a prospect who's actually ready to engage.
Everything a bookkeeping practice needs to stay booked.
Onboarding call booking page
Drop a booking link in your welcome email and clients schedule their own onboarding call — no scheduling round-trip required.
Recurring monthly check-in bookings
Clients hold a standing monthly slot for their review call so the touchpoint stays on the calendar without a scheduling email every month.
Discovery call intake
Capture business type, annual revenue range, and current software stack before a discovery call so you arrive with a relevant proposal.
Paid consultation option
Charge for a bookkeeping diagnostic or cleanup quote session via Stripe — productize your time and filter non-serious inquiries.
How bookkeepers and bookkeeping services use Slotly.
- A new client receives a welcome email with a booking link — their onboarding call is scheduled before you send the engagement letter.
- A monthly review call is a standing first-Tuesday slot that holds itself on both calendars.
- A prospect books a paid 45-minute bookkeeping diagnostic; their business size and current tools are captured at booking.
Bookkeepers scheduling: your questions answered
Can I send a booking link in my onboarding email so clients self-schedule?
Yes. Share your Slotly booking link in any email or message and clients pick their own slot. Both parties get a calendar invite and reminder automatically.
Can I set up recurring monthly review calls with clients?
Yes. Set up a recurring event type and clients hold a standing monthly slot — the call recurs automatically without a scheduling email each month.
Can I charge for a bookkeeping consultation or diagnostic?
Yes. Connect Stripe and require a fee on any event type. Charging for a diagnostic session filters non-serious inquiries and compensates you for the scoping work.
Keep exploring
Get your bookkeeping practice booked solid
Start free in five minutes. Book client onboarding calls and recurring check-ins without the email back-and-forth.