Aeion Appointments for Professional Services
Consultants, accountants, therapists, coaches, lawyers, financial advisors — billable-hour professionals — need more than Calendly. Per-client booking + intake forms + meeting prep dossier + recurring sessions + time tracking + billing integration. Most firms cobble together Calendly + Typeform + Notion + QuickBooks + per-tool integrations. Aeion Appointments unifies the workflow with native CRM context, Forms intake, time-tracking + billing integration, and per-client portal. Concrete walkthroughs for management consultancy, accounting practice, mental health practice.
Professional Services Workflow Reality
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Walkthrough — Management Consulting Firm
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Walkthrough — Accounting Practice
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Walkthrough — Mental Health Practice
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FAQ
There's no dedicated Calendly connector in Aeion Singularity today — you'll recreate event types and availability rules manually. Budget more time than a one-click migration.
Yes. Per-client recurring schedule. Per-pause/resume. Per-rescheduling.
Yes. Per-group capacity. Per-participant tracking. Per-class waitlist.
Auto-detect customer timezone. Per-meeting timezone-aware. Cross-timezone team coordination.
Not a built-in feature — there's no payer eligibility-check connector today. Practices verify eligibility through their existing clearinghouse or payer portal outside Aeion.
Yes. White-label on the Pro tier. Per-tenant branded. Per-client customized.
Meeting time isn't auto-tracked from Appointments — time entries against a project/engagement are logged manually in Aeion Finance (or via a Blueprint automation you set up to create one when an appointment completes). Once logged, Finance applies the per-team-member hourly rate.
Aeion AI generates per-meeting brief. Per-client context. Per-recommendations.
Configurable per-service-type. Per-customer-tier. Per-fee policy.
Aeion Mobile Builder. Per-client + per-staff apps. iOS + Android.
Aeion Billing + Stripe. Per-session payment. Per-month subscription. Per-invoice billing.