Quick Answer
Enable free consultations by selecting "Yes" in the Free Consultations section of your organization listing. This displays an "Offers Free Consultation" indicator, enables filtering by visitors searching for businesses with free consultations, and shares your status with matched leads.
Overview
The Free Consultations feature lets potential customers know your business offers a no-cost initial meeting. When enabled, your listing:
Displays "Offers Free Consultation" prominently
Appears in filtered searches for businesses offering free consultations
Shares your consultation status with referral leads
This is valuable for service businesses where customers want to discuss their needs before committing.
Step-by-Step Instructions
Step 1: Open the Free Consultations Section
Navigate to your Edit Organization page and expand "Free Consultations." The header shows "Free Consultations (No)" by default.
Step 2: Select Yes
Click the "Yes" radio button next to "Offer free consultation?"
Step 3: Verify Header Change
The section header updates to "Free Consultations (Yes)" confirming your selection.
Step 4: Submit Your Changes
Click "Publish Draft" to save and submit for review.
Where Your Status Appears
Location | What Shows |
Public listing page | "Offers Free Consultation" indicator |
Search result cards | "Offers Free Consultation" badge |
Filtered search results | Your listing appears when visitors filter by free consultations |
Referral match notifications | Status shared with matched leads |
Clarifying Your Consultation Terms
The Free Consultations section is a Yes/No declaration only. To specify duration or conditions, add details to your Overview:
"Free initial consultation for new patients"
"Complimentary case review for all inquiries"
"Free 15-minute phone consultation"
"No-obligation estimate on all projects"
Common Use Cases by Industry
Industry | Typical Offering |
Law Firm | Free case evaluation, initial consultation |
Medical Practice | Free meet-the-doctor visit for new patients |
Financial Services | Complimentary financial review |
Home Services | Free estimate or inspection |
Marketing Agency | Free strategy consultation |
Important Notes
Visible to all: Your consultation status displays to Free and Sponsor tier visitors alike
Integrated with leads: Status is shared when your organization is matched with referral requests
Filter benefit: Selecting "Yes" makes you discoverable via filtered searches
Visibility toggle: You can hide the section temporarily without losing your selection
FAQs
Does this create an appointment booking system? No. This declares that you offer free consultations. For actual booking, set up Calendly Integration separately. Using both together is most effective.
What if my business doesn't fit the consultation model? If your business doesn't typically offer consultations (like a restaurant), simply leave this as "No." It won't negatively affect your listing.
Can I temporarily stop offering free consultations? Toggle visibility off in the section header. Your "Yes" selection is preserved but hidden from the public listing and not shared with leads.
Will this increase my leads? You'll appear in filtered searches for businesses offering free consultations, increasing visibility to customers specifically seeking this benefit.