TidyCal Agency Plan - Features and Benefits

The TidyCal Agency Plan ($79 one-time via AppSumo) adds team scheduling to TidyCal: round robin, collective meetings, team booking pages and SMS reminders.

Overview

Agency Lifetime includes everything in Individual Lifetime plus team features. Its limits depend on when you bought it: Agency Lifetime purchased on or after September 1, 2026 includes 10 calendar connections, 4 team members including the owner and 10 SMS segments per month, and no custom domain. Agency Lifetime purchased before that date keeps 25 calendar connections, unlimited team members, 20 SMS segments per month and a custom domain.

If you prefer a recurring subscription instead of a lifetime purchase, see Pro ($12/month or $99/year, sold directly on TidyCal). Pro shares the same team features as Agency and additionally removes all TidyCal branding from booking pages, includes a custom domain, and applies no team-seat, calendar or SMS caps.

Agency Plan features

Team features

These team features are included with Agency Lifetime - and also with the Pro subscription, which shares the same team features. Agency Lifetime purchased on or after September 1, 2026 is capped at 4 team members including the owner, 10 calendar connections and 10 SMS segments per month, and does not include a custom domain; Pro has none of those caps. Agency Lifetime purchased before that date keeps 25 calendar connections, unlimited team members, 20 SMS segments per month and a custom domain.

• Teams — create teams and invite team members. Agency Lifetime purchased on or after September 1, 2026 is limited to 4 team members including the owner; Agency Lifetime purchased before that date has no limit. See Simplify Team Scheduling for setup.
• Round Robin scheduling — a slot is shown when at least one assigned host is free (union); the booking is assigned to one free host based on priority (5 levels: Highest/High/Medium/Low/Lowest, ties broken randomly). See How to Create a Round-Robin Booking Type.
• Collective meetings — a slot is shown only when every assigned host is free (intersection); all selected hosts attend the same meeting. See Set Up Collective, Round Robin and Managed Booking Types.
• Team booking pages — a dedicated page where clients can choose a team member.

For both Collective and Round Robin, TidyCal checks each host's availability schedule selected for the booking type (or their Default Availability if none is selected), their connected calendars' busy events, existing TidyCal bookings, and the booking type's own restrictions. See the linked articles above for the full detail.

Communication features

This communication feature is also included with the Pro subscription.

• SMS reminders: Send text message reminders to clients with U.S. or Canadian phone numbers — 10 SMS segments per month, or 20 if you purchased Agency Lifetime before September 1, 2026 (Pro is unlimited). If the monthly allowance runs out, the SMS is skipped and the email reminder still sends.

Also included

• Up to 10 calendar connections — or 25 if you purchased Agency Lifetime before September 1, 2026 (vs. 10 on Individual Lifetime, 1 on Free Plan, and unlimited on Pro)
• Custom email templates and timing
• CC email addresses on notifications
• Custom reply-to address on notifications
• Auto-create Zoom, Google Meet, or Microsoft Teams links
• Booking limits (per day, week, month, or in total)
• Confirmation redirect to custom URL
• Custom intake questions
• AI features (question generation, content generation)
• Google Analytics and Google Tag Manager integration
• Manual booking approval
• CSV export
• Custom domain: Use your own domain for your booking page (e.g., schedule.yourbusiness.com). Included with Agency Lifetime purchased before September 1, 2026; Agency Lifetime purchased on or after that date does not include it. Pro includes custom domain. New Individual Lifetime purchases do not include it — Individual Lifetime purchased before the April 2026 Pro launch is grandfathered. See Custom Domains for details.
• Discount codes / Coupons: Create percentage, fixed amount, or free discount codes
• Subscriptions: Offer recurring billing with booking credits via Stripe
• Website Builder: Create a branded landing page for your booking page
• Multiple locations: Offer multiple meeting location options per booking type

Also available on every plan, including the Free Plan: group bookings, guest invites, the API, webhooks, Zapier and a connection for Claude and ChatGPT (AI assistants (MCP)). The Directory and ratings and reviews are free on every plan too.

Plan comparison

TidyCal has four public plans: the Free Plan, Individual Lifetime ($29 one-time), Agency Lifetime ($79 one-time) and Pro ($12/month or $99/year). For every feature by plan, see the full TidyCal plan comparison.

Agency Lifetime vs Pro subscription

Priority support is a Pro-only benefit (gated on an active Pro subscription); Agency Lifetime does not include it.

Agency Lifetime and Pro unlock the same team features. Agency Lifetime licenses purchased on or after September 1, 2026 carry caps that Pro does not: 4 team members including the owner, 10 calendar connections, 10 SMS segments per month, and no custom domain. Agency Lifetime purchased before that date keeps 25 calendar connections, unlimited team members, 20 SMS segments per month and a custom domain. The other practical differences are the billing model (one-time vs recurring), the sales channel (AppSumo vs TidyCal direct), and the booker-page branding (reduced vs none).

Platform fee. Agency Lifetime carries a 1% platform fee on paid Stripe bookings, and you choose who covers it in Settings → Bookings (I'll cover the 1% platform fee); Pro carries none. See Does TidyCal charge a fee on payments?

Combining Pro with Agency Lifetime: If you already own Agency Lifetime and want to remove all TidyCal booking-page branding, you can subscribe to Pro on top of your Agency Lifetime plan. Your Agency Lifetime ownership is preserved, and TidyCal removes all booker-page branding while the Pro subscription is active. See How to Upgrade Your TidyCal Plan (Lifetime or Pro) for the full subscribe flow.

How to upgrade to the Agency Plan

Agency Lifetime is sold via AppSumo. Here is how to purchase or upgrade:

1. Visit the TidyCal Pricing page and click Buy on AppSumo on the Agency Lifetime card.
2. If you already purchased Individual Lifetime via AppSumo, visit the Pricing page while logged in — you will see an Upgrade at AppSumo button on the Agency Lifetime card. Use it to upgrade your license on AppSumo.
3. Complete the purchase on AppSumo. Your TidyCal account is upgraded after AppSumo processes the order.

Agency Lifetime refunds follow AppSumo's refund process. See How do I get a refund for my TidyCal plan? for the current policy across plans.

If you would prefer a recurring subscription instead of a lifetime purchase, see How to Upgrade Your TidyCal Plan (Lifetime or Pro) for the Pro subscribe flow.

Troubleshooting

Agency features not available after upgrade

Agency features unlock once your AppSumo license is activated on your TidyCal account. If Teams still sends you to the Pricing page, contact support@tidycal.com with the email address you used on AppSumo.

"Your plan is limited to 4 team members"

Agency Lifetime purchased on or after September 1, 2026 allows 4 team members including the owner — the owner plus 3 invitees — and pending invitations count toward the limit. Remove a member or a pending invitation from the team to free a seat, or subscribe to Pro for unlimited seats.

A team custom domain is refused

A team's custom domain depends on the team owner's plan, and saving one shows an error when the owner's plan does not include custom domains. Agency Lifetime purchased on or after September 1, 2026 does not include them; the team owner needs Pro (or Agency Lifetime purchased before that date).

Frequently Asked Questions

Is the Agency Plan a subscription?

The Agency Plan is a one-time payment of $79 for lifetime access via AppSumo. There are no recurring fees. If you prefer a recurring subscription with the same team features, no booker branding and no seat, calendar or SMS caps, see Pro ($12/month or $99/year, sold directly on TidyCal).

How many team members can I invite?

Pro has no team-member limit, and neither does Agency Lifetime purchased before September 1, 2026. Agency Lifetime purchased on or after that date is limited to 4 team members including the owner — the owner plus 3 invitees. Pending email invitations count against the limit. Subscribe to Pro for unlimited seats.

Is there a limit on how many teams I can create?

No. Agency Lifetime users can create as many teams as they need — there is no cap on team count. If your Agency Lifetime was purchased before September 1, 2026, or you also subscribe to Pro, each team can have its own custom domain (see Custom Domains). Agency Lifetime purchased on or after that date does not include custom domains.

What is the difference between Agency Lifetime and Pro?

Agency Lifetime ($79 one-time via AppSumo) and Pro ($12/month or $99/year via TidyCal) unlock the same team features. Agency Lifetime licenses purchased on or after September 1, 2026 are capped at 4 team members including the owner, 10 calendar connections and 10 SMS segments per month, and do not include a custom domain; Pro has none of those caps. Agency Lifetime purchased before that date keeps 25 calendar connections, unlimited team members, 20 SMS segments per month and a custom domain. The other practical differences are the billing model (one-time vs recurring) and booker-page branding (Agency keeps reduced TidyCal branding; Pro removes all branding). See the Agency Lifetime vs Pro subscription section above for the full comparison.

Related Articles

• What is TidyCal? — the full plan comparison.
• TidyCal Pro - Features and Benefits — the recurring alternative to Agency Lifetime.
• TidyCal Teams: Create a Team and Add Members — set up teams and invite members on Pro or Agency Lifetime.