Free kit

Test a scheduling tool before you pay for one

12 questions, a test script, a 7-day plan, and red flags. Free.

Short answer: A scheduling tool lets customers book a time with you. Before you pay, ask 12 questions, make 6 test bookings, and try it for 7 days.

First page of the Scheduling and booking kit PDF
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1. Ask the maker: 12 questions

Send these to two or three makers. Ask for the answers in writing. They are neutral: they do not name any tool.

  1. What does it cost each month? Is the price per person on my team or per booking?
  2. Does it sync both ways with my Google or Outlook calendar?
  3. How does it stop double bookings?
  4. Can customers cancel or move a booking on their own?
  5. Do reminders go out by text, email, or both? Do texts cost extra?
  6. Can I take a deposit or a payment? What does the payment cost?
  7. Can I add time before and after a visit, like drive time?
  8. Can I block days off and set business hours?
  9. Can I ask my own questions on the booking form?
  10. Can I put the booking link on my website and in my email?
  11. Can I export my customer list if I leave?
  12. Is there a contract? How do I cancel?

2. Make 6 test bookings

Book yourself, using a second email and phone. Check your calendar after each one.

  1. Booking 1: a normal slot. Did it land on your calendar?
  2. Booking 2: the very last slot of the day. Does it respect your hours?
  3. Booking 3: try to book the same slot from two devices. Do you get a double booking?
  4. Booking 4: cancel it from the customer side. Does your calendar update?
  5. Booking 5: move one to another day. Does everything update?
  6. Booking 6: wait for the reminder. Does it arrive, and is the time right?

3. Your 7-day trial plan

4. Red flags: walk away if you see these

Tools in our directory for this job

10matching listings in our directory
5 of 10show a public price (the rest say Check site)
3are free DIY templates
1 of 10show a sourced hours number

These are the listings that match this job. We do not test every tool, and the order is not a ranking. Prices and hours come from each listing and its source.

Our lists for this job

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