Industry Spotlight

Professional Services

Ditch the scheduling headaches! SUMO Scheduler frees up professional service providers' time to focus on what matters most – exceptional client service and maximized productivity.

Optimizing professional services

SUMO Scheduler's appointment and event scheduling applications empower professional services firms to efficiently manage customer schedules, ensuring seamless coordination and enhancing client service.

  • Streamline the process of coordinating appointments and events, facilitating seamless interaction between professional services firms and their clients.
  • Reduce administrative expenses associated with manual scheduling and management, enabling firms to allocate resources more effectively.
  • By optimizing employee scheduling, professional services firms can provide superior client service, leading to increased satisfaction and loyalty.

Need More Help?

Ask us your question
Scheduling solution for Professional services

Intelligent customer engagement for great teams

See why top revenue companies use SUMO Scheduler to accelerate pipeline velocity.

Real-world results that are helping our retail partners fulfill their missions


Customer & staff satisfaction


Staff productivity


Appointment bookings


Appointments cancellations

Typical Professional Services Use Cases

Client appointments

Initial consultations: Allow potential clients to easily schedule free or paid consultations to discuss their needs and explore your services.

Ongoing service appointments: Schedule regular appointments for recurring services, such as accounting consultations, legal meetings, or therapy sessions.

Project meetings: Coordinate internal and client meetings for project planning, progress updates, and team collaboration.

On-site visits: Schedule appointments for service providers to visit client locations for assessments, installations, or repairs.

Specialized services

Law firms: Schedule appointments for client consultations, depositions, court appearances, or real estate closings.

Accounting firms: Schedule tax consultations, bookkeeping meetings, or financial planning sessions.

Consulting firms: Coordinate client meetings, strategy sessions, or project kick-off calls.

Medical practices: Allow patients to book new or follow up appointments with specific doctors, specialists, or for different types of visits online or while in the office.

Wellness professionals: Schedule appointments for therapists, counselors, personal trainers, or massage therapists.

Powerful Scheduling Capabilities

SUMO Scheduler offers professional services firms user-friendly client scheduling software, enhancing operational efficiency and boosting productivity. With SUMO, your team can streamline scheduling processes, dedicating more time to serving clients and driving business growth.

Community engagement

Leverage online appointment and event scheduling to connect with clients, partners, and community stakeholders. Implement SUMO’s scheduling tools seamlessly across multiple platforms, including your professional services website, email communications, text messaging, and social media channels.

Scheduling optimization

Have your call center or administrative staff field customer calls and book appointments on behalf of team members - See their availability in real-time and schedule a time that works best for everyone.

Tailored scheduling experience

Provide personalized scheduling options tailored to their unique needs and preferences. Empower clients to select their providers or utilize advanced resource pool technology to optimize scheduling and resource allocation for maximum efficiency.

Service based scheduling

Design tailored appointment categories that perfectly match your business's distinct service spectrum. Easily set up one-time or regular appointment schedules tailored to each service offering.

Automated data capture

Reduce administrative burden by capturing essential client information directly within the SUMO platform. Enjoy streamlined data management without the need for additional connectors or integrations.

Complete engagement platform

Expand your client engagement strategies with SUMO's comprehensive suite of features, including one-on-one appointments, group events, and classes. Enhance client satisfaction and strengthen relationships through diverse engagement opportunities.

Easy to manage

Manage unlimited staff & availability across multiple locations.

Right-sized your solutions

SUMO’s flexible product packages & pricing are right-sized for your business's needs.

Easy to implement

Get up & running fast with help from SUMO’s in house implementation & support team!

Happy Client's

See what our customers and fans around the world are saying about us.

The implementation process was seamless as their team was always available and very easy to work with. We're now able to more easily set up and manage user schedules.

Ashley Jones, Neighborhood Trust Financial Partners

Ashley Jones Associate Director - Salesforce Neighborhood Trust Financial Partners

SUMO's appointment scheduler is robust and technically scalable, and the have strong online support. Happy to report positive experiences with them.

Jim Gilbert, Huron Consulting

Jim Gilbert Salesforce Consulting Director Huron Consulting

This tool has helped our students schedule appointments with our reps at a time that is convenient for them. It has really helped us spend our time on the right students.

Taylor Neece, California Baptist University

Taylor Neece Dean of Admissions California Baptist University

The seamless interaction between SUMO and Salesforce enables us to quickly send appointment invites, and easily know when a student has scheduled an appointment.

Rebeca Lamadrid, The Washington Center

Rebeca Lamadrid VP, Operational Effectiveness The Washington Center

We highly recommend SUMO due to the superior customer service and support! The level of support we receive goes above and beyond. Thank you SUMO for your support!

Greg Thatcher, Five Star Professional

Greg Thatcher IT Manager Five Star Professional

Explore More

Supporting top-rated companies to concentrate on their core priorities

Immigration Law Firm

Read Time: 4 minutes

Immigration law firm helps over 7,500 cases with zero scheduling errors.

A Canadian-based Real Estate Firm

Read Time: 4 minutes

A real estate firm improves client relationships with SUMO Scheduler.

SaaS Travel Leader

Read Time: 4 minutes

Leading travel management SaaS company extends Salesforce with online scheduling.

Take your customer engagement to the next level

Ready to try SUMO?

Schedule a call for a quick demo or start your free trial.