Professional Services

Consultation Booking chatbot template

Qualify consultation requests with project details and book a call with your team.

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ChatMakeee

ENTEREXECUTEEMBED

What it asks

7 questions across the full flow

The flow opens with a welcome message, then guides every visitor through the questions below — one at a time. Options with a follow-up route visitors deeper with + flow, so people only see what applies to them.

Books directly from your calendar

Visitors pick a slot from your real availability inside the chat. No double-bookings.

Every answer becomes a lead

Finished conversations are saved in your CRM with full history attached, exportable to CSV.

Edit every question and option

Open it in the builder and change anything — no if/else logic, no canvas, no code.

Chat preview — visitor side

Exactly what a visitor sees

Hi! Let's set up a consultation and talk about how we can help.
What service do you need?
ConsultingLegalAccounting / taxMarketing+2
What best describes you?
Small businessStartupEstablished companyIndividual
Tell us about your project or goal
What's your timeline?
ASAPThis monthThis quarterJust exploring

Full flow

Every question in the Consultation Booking flow

This is the real template you get — open it in the builder, edit anything, and it becomes your own.

1

What service do you need?

Choice
ConsultingLegalAccounting / taxMarketingWeb / designOther
2

What best describes you?

Choice
Small businessStartupEstablished companyIndividual
3

Tell us about your project or goal

Text
4

What's your timeline?

Choice
ASAPThis monthThis quarterJust exploring
5

Best email?

Email
6

Best phone number?

Phone
7

Pick a time for your consultation call.

Booking

7 chatbot templates for Professional Services

3 ready-made flows you can open, edit, and publish.

View all Professional Services templates

FAQ

Consultation Booking template — questions answered

What does the Consultation Booking chatbot template do?+

Qualify consultation requests with project details and book a call with your team.

Does the Consultation Booking chatbot capture leads?+

Yes. Every answer a visitor gives is saved as a lead in your CRM with the full conversation history attached, and you can export everything as a CSV whenever you want.

Can visitors book a time without talking to anyone?+

Yes — the flow ends with a Meeting step that opens your real availability right inside the chat. Your working hours, time zone, and blocked dates are set once, so double-bookings are impossible.

Can I edit the questions in the Consultation Booking template?+

Yes. Open the template in the builder, edit any question or option, and add follow-up questions with + flow. There is no if/else logic to write anywhere — just questions, answers, and nested routing.

How do I publish the Consultation Booking chatbot?+

Copy the widget code and paste it on your website, or publish a shareable link you can put in your Instagram bio, on WhatsApp, in email signatures, or in ads. Visitors chat and you get leads and bookings.

Don't let another visitor walk away without booking.

Go live tonight — copy one line of code, no credit card, no developer. Your flow starts capturing leads and booking appointments while you sleep.

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14 days free · No credit card needed