A consultation booking page template for clinics, advisors and trades

Start with the core sections, then add the block that matches your consultation type.

Core sections

1. Headline: '[Consultation name] with [business or professional name]: [main outcome] in [duration] minutes.'
2. What happens: 'We will [review, assess, measure or discuss] your [situation], explain your options and agree what happens next.'
3. You leave with: '[A written summary, a plan, a quote, a design sketch or a recommendation for next steps].'
4. Where: '[At our clinic or office at address], [at your home or site in area] or [by video call].'
5. Who you will see: '[Name], [qualification or role], [registration or membership, if relevant].'
6. How to prepare: 'Please bring or have ready [documents, photos, measurements or questions].'
7. Policy: 'Change or cancel up to [notice period] before at no cost. [Late change terms].'

Block A: paid consultation (clinics and advisors)

'The consultation costs [price], paid when you book. [If you go ahead with us, the fee is credited against your first invoice.] This appointment is for [assessment or information]; any advice will be tailored to you during the meeting.'

Block B: free consultation or site visit (trades)

'Your [home visit or design consultation] is free and there is no obligation. We cover [area]. We will send a written quote within [timeframe] of the visit.'

Block C: deposit-secured consultation

'We take a [amount] deposit to secure your slot. It is [refunded after the visit or deducted from your order]. With less than [notice period] notice, the deposit is kept.'

Booking questions to choose from

• What would you like help with? [Short answer]
• Is this your first appointment with us?
• Postcode or suburb (for visits)
• Rough timescale or budget range [Optional]
• How did you hear about us?

A note on sensitive information

Clinics and advisors should keep booking questions general. Collect detailed health, financial or legal information later through a secure channel, in line with UK GDPR or the Australian Privacy Principles. For a wider look at pricing and policies, read our consultation booking guide.

Law firms that need to run conflict checks first can use our free legal consultation booking template, which separates the enquiry form from the booking page.

Wedding planners can use a version of this structure tailored to couples in our wedding planning consultation template.

A consultation is a commitment on both sides. The client gives up time and sometimes money; you block out an hour, perhaps travel to a site and prepare in advance. When the booking page says only 'Initial consultation, 60 minutes', both sides go in with different expectations.

Clear copy fixes this. Clients who know what the appointment includes and what they will leave with are less likely to cancel, more likely to arrive prepared and less likely to feel short-changed. For paid consultations, stating the fee and any credit against later work removes the hesitation about paying twice. For free trade visits, a clear service area and a promised quote timeframe stop wasted journeys and chasing phone calls.

The template approach also helps businesses that offer more than one type of consultation. A physio clinic might have a paid initial assessment and a free 15-minute phone chat. A kitchen studio might offer a free showroom visit and a paid design session. Using the same core structure for each makes the differences obvious at a glance.

Illustratively, if a clear deposit policy prevents two missed £120 consultations a month, that is £240 a month kept. Our guide on reducing appointment no-shows covers reminders and policies in more depth. If your business is a consultancy selling expertise rather than a clinic or trade, the booking page template for consultants is a better starting point.

Take a fictional kitchen and bathroom design studio in Adelaide's eastern suburbs. They offer two consultations, and here is how they filled in the template.

• Free showroom consultation (Block B): '45 minutes at our Norwood showroom. See finishes, talk through your ideas and get a rough budget range. No obligation.'
• Paid design consultation (Blocks A and C): 'A 90-minute home visit to measure up and sketch your layout. A$250, paid when you book and credited against your order if you go ahead within six months. You leave with a measured sketch and an itemised estimate within five working days.'
• Service area: 'Home visits within 25 km of the Adelaide CBD.'
• How to prepare: 'Please have photos of your current space and any inspiration images to hand.'
• Policy: 'Free changes up to 48 hours before. With less notice, the fee is kept.'
• Questions: 'Kitchen, bathroom or both? Suburb? Rough timescale? Rough budget range (optional)?'

The studio uses the Calenix Individual plan with two service pages. The paid design consultation takes the A$250 fee at booking through Stripe, and each home visit has a 45-minute buffer for travel and notes. Because South Australia uses daylight saving, their policy wording refers to 'Adelaide time' rather than ACST or ACDT, so it stays correct all year.

Illustratively, if the studio books eight paid consultations a month and half turn into orders, that is A$2,000 in fees a month: A$1,000 credited against four orders and A$1,000 kept for design work that did not go ahead. For the wording of those emails, see what to include in an appointment confirmation email, and for more on local options read online appointment booking in Australia.