How to Set Up Paid Consultations in Calendly

How to Set Up a Paid Consultation in Calendly (Step-by-Step for 2024–25)

Offering paid consultations online can be a great way to monetise your expertise — but only if the process for booking and payment is seamless. Calendly, when connected to Stripe, lets you create a frictionless paid consultation flow where clients can book and pay upfront in just a few clicks.

This tutorial walks through exactly how to set it up.

🔹 Step 1: Set Up Your Calendly Account

If you haven’t already, create a Calendly account at calendly.com. Make sure to choose a paid plan, as free versions don’t support payment collection.

🔹 Step 2: Connect Calendly to Stripe

To accept payments, you need to connect Calendly to your Stripe account:

1. In Calendly, go to Integrations

2. Select Stripe

3. Click Connect with Stripe

4. Sign in to your Stripe account and authorise access

Once linked, you’ll be able to attach payments to any event type.

🔹 Step 3: Create a Paid Consultation Event

Next, go to your Event Types and create a new one, such as:

• “30-Min Discovery Call”

• “1-Hour Business Strategy Session”

Then:

• Set your duration

• Choose your availability windows

• Under Invitee Questions, collect any info you need in advance

🔹 Step 4: Add Your Payment Settings

In the same event editor:

• Scroll to Collect Payments

• Enable Stripe payments

• Set your fee (e.g., $99 or $250 flat rate)

• Choose currency: AUD

• Add a short description (e.g., Full payment is required to confirm your booking.)

This ensures only prepaid sessions get confirmed — reducing no-shows and admin.

🔹 Step 5: Share or Embed Your Booking Page

Once done, you’ll get a shareable booking link like:

https://calendly.com/yourname/consultation

🔸 Embed option: You can also embed it on your website via iframe, popup text, or button. Calendly offers code snippets under “Add to Website”.

🔹 Extra Tip: Automate with Reminders and Confirmation

Calendly automatically:

• Sends confirmation emails

• Can send SMS or email reminders before the session

• Blocks out booked times on your connected calendar

This creates a smooth experience for both you and the client.

🔹 When to Use Calendly Paid Consultations

This setup is ideal for:

• Freelancers selling coaching sessions

• Accountants offering one-off tax consultations

• Bookkeepers charging for onboarding meetings

• Business advisors offering initial paid strategy calls

🔹 Final Thoughts

A paid consultation booking system shouldn’t be complex — and Calendly, when combined with Stripe, offers a clean, dependable workflow for service-based professionals. Once you set it up, your clients can book and pay on autopilot, freeing up your time to focus on delivery.

For Australian businesses looking to simplify how they sell their time, Justwise Accounting recommends tools like this as part of an efficient service business setup.