Calendar & Scheduling
Let clients book themselves. Your calendar stays organized automatically.
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What it does
The calendar module combines team scheduling with client-facing booking pages. Define your availability rules -- working hours, buffer times, minimum notice, and blocked dates -- and share a booking link. Clients see only the times you are available and book without back-and-forth emails.
Team calendars aggregate availability across multiple people. When a client books a meeting that requires a specific team member, the system checks that person's calendar in real time. Conflict detection prevents double-bookings, and round-robin assignment distributes meetings evenly across your team.
Two-way sync with Google Calendar and Outlook means your existing calendar events are respected. Meetings booked through the platform appear on your external calendar, and external events block availability on the booking page. No more manually copying events between systems.
Automated reminders reduce no-shows. Send email or SMS confirmations on booking, reminders 24 hours and 1 hour before, and follow-up messages after the meeting. Each touchpoint is configurable and can trigger additional workflow steps like CRM updates or task creation.
Key capabilities
Booking Pages
Shareable booking links with customizable availability rules, buffer times, and minimum notice periods.
Team Calendars
Aggregate availability across team members with conflict detection and round-robin assignment.
Calendar Sync
Two-way sync with Google Calendar and Outlook. External events block availability automatically.
Automated Reminders
Confirmation, reminder, and follow-up messages via email or SMS. Configurable timing and content.
Meeting Types
Define different meeting types with custom durations, locations, and pre-meeting questionnaires.
Workflow Integration
Booking events trigger workflows for CRM updates, task creation, preparation emails, and follow-up sequences.
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