TidyCal Agency Plan - Features and Benefits

The TidyCal Agency Plan ($79, one-time lifetime payment) is designed for teams and agencies that need collaborative scheduling features. It includes everything in the Individual Plan plus team-specific capabilities like round-robin scheduling, collective meetings, and SMS reminders.

Agency Plan features

Team features (Agency only)

  • Teams Create teams and invite unlimited team members
  • Round-robin scheduling: Automatically distribute bookings among team members based on availability
  • Collective meetings: Schedule meetings that require all selected team members to be available
  • Team booking pages: A dedicated page where clients choose a team member

Communication features (Agency only)

  • SMS reminders: Send text message reminders to clients with U.S. or Canadian phone numbers
  • Reply-to email: Set a custom reply-to address for booking notifications

Also included (shared with Individual Plan)

  • Up to 25 calendar connections (vs. 10 on Individual, 1 on Free)
  • Custom email templates and timing
  • CC email addresses on notifications
  • Auto-create Zoom, Google Meet, or Microsoft Teams links
  • Booking limits (daily, weekly, monthly)
  • Confirmation redirect to custom URL
  • Custom intake questions
  • AI features (question generation, content generation)
  • Google Analytics and Google Tag Manager integration
  • Group bookings and guest invites
  • Manual booking approval
  • CSV export
  • Directory access
  • Ratings and reviews
  • API access

Plan comparison

Feature Free ($0) Individual ($29) Agency ($79)
Calendar connections 1 10 25
Teams No No Yes
Round-robin No No Yes
Collective meetings No No Yes
SMS reminders No No Yes
Reply-to email No No Yes
Custom emails No Yes Yes
Booking limits No Yes Yes
Paid bookings Yes Yes Yes

How to upgrade to the Agency Plan

  1. In the sidebar, go to Settings > Your plan.
  2. Select the Agency Plan ($79).
  3. Complete payment. Your account is upgraded immediately.

All plans come with a 60-day money-back guarantee.

Troubleshooting

Agency features not available after upgrade

  • Log out and log back in to refresh your account status.
  • Clear your browser cache.
  • Contact support@tidycal.com if features remain locked.

Frequently Asked Questions

Is the Agency Plan a subscription?

No. The Agency Plan is a one-time payment of $79 for lifetime access. No recurring fees.

How many team members can I invite?

There is no limit on team members with the Agency Plan.

Can I upgrade from the Individual Plan?

Yes. Go to Settings > Your plan to upgrade. You pay the difference between the plans.

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