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.
Free to start. Paid bookings carry a plan-based platform commission plus standard payment processing fees. See pricing
How it works
From template to live booking workflow in three steps.
01
Start from your profession
Pick what you do — consulting, coaching, clinical, advisory, creative, trades, and more — and get intake questions, emails, and follow-up tuned to it.
02
Let clients book a real time
Clients choose a date and time from your availability and answer your intake questions, instead of filling out a vague contact form.
03
Keep every next move attached
Prep, recap, tasks, follow-up, and invoices stay on the same client record so nothing falls through the cracks.
Not just a calendar link
A calendar link gets someone on your calendar. Ottocal keeps what happens before and after it connected.
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 deal 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 communication.
- 01Inquiry captured
- 02Appointment booked
- 03Intake completed
- 04Client record created
- 05Meeting prepared
- 06Session summarized
- 07Tasks assigned
- 08Follow-up tracked
Who Ottocal is for
Built for client-facing professionals in every field.
- Consultants and advisors
- Coaches and trainers
- Clinicians and therapists
- Attorneys and accountants
- Agencies, studios, and freelancers
- Trades, salons, and tutors
See how different professions use itHide examples
- 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
- 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
Who it 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
See it live
Walk through the real thing before you sign up.
Sample booking page
Pick a real slot and see the intake and confirmation flow your clients get.
Open booking page
Inquiry-to-follow-up
See the CRM update, recap, tasks, and project file that follow a booking.
View workflow demo
Session recap
A recap with transcript and AI summary, attached to the same client record.
Open session recap
Your booking page, client records, and follow-up — set up in minutes.
Choose your profession and Ottocal writes the intake questions, emails, and follow-up playbook for you. Everything stays editable.