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Scheduling

The appointment belongs to the record, not to a scheduling tool

Send the customer a link and they pick from the times your team is actually free. What comes back is not a calendar entry somewhere else: it is an appointment on the record, with the host, the guest and, afterwards, what came of it.

  • A link belongs to one record and is used up after booking
  • The free times are the union of whoever can take it
  • The invitation is an email with a calendar file, so it reaches any calendar
  • Connect Google and only your busy hours are read, never a title
Pick a time
Survey of the roof area · 30 minutes
Thursday, 22 OctoberEurope/Berlin
  • 09:00
  • 09:30
  • 10:00
  • 10:30
  • 11:00
  • 11:30
  • 14:00
  • 14:30

Times already taken, days off and a connected calendar’s busy hours are removed before you see this.

The tools were never the problem

Booking a call meant a separate scheduling tool, which knew the time but not the lead. Afterwards somebody typed the outcome into the CRM by hand, or did not, and a week later nobody could say whether the call had happened at all.

We ran a lead generation business on six of them. This is the part that cost us the most and showed up on no invoice.

You pay per seam
Every tool in the chain has its own subscription, and the one feature you actually needed is usually one price tier up.
A field is not one change
Add it in one place and it has to be added in the others. Miss one and nothing fails loudly: it fails the next time somebody filters on it.
Someone else's release is your outage
An API changes, a mapping stops matching, a webhook starts returning something new. You hear about it from the person who was waiting.
On the record

Who hosts it, when it is, and how it went

An appointment sits in the record's own tab. The count turns amber when one is past and still has no outcome, because that is the state that quietly costs money. Moving an appointment adds a new one and keeps the old as moved, so the record shows how often it has shifted rather than hiding it.

  • A person sets the outcome. Took place, guest did not show, host did not show; nothing resolves itself.
  • Forgotten is caught. If nobody sets it, a task appears the next day.
  • No double booking. An appointment that overlaps an open one of the same host is refused, even partly.
  • The week in a calendar. Yours, everyone's or one host's, and only on records you may see.
Appointments
2
on this record
Thu 22 Oct, 10:30to 11:00Scheduled
Host
Mara, chosen when the guest booked
Guest
from the record, not typed again
Outcome
set by a person, afterwards
Tue 13 Oct, 15:00Moved

The old one stays, so the record shows how often it moved.

Pick a time
Survey of the roof area · 30 minutes
Thursday, 22 OctoberEurope/Berlin
  • 09:00
  • 09:30
  • 10:00
  • 10:30
  • 11:00
  • 11:30
  • 14:00
  • 14:30

Times already taken, days off and a connected calendar’s busy hours are removed before you see this.

The customer books

One link, one record, used up afterwards

Each invitation is for one record and one guest. Passing it on gives away no further appointments, and once it is used the page says so. The times on offer are the union of the free hours of everyone who could take it, with booked time, days off, notice and buffer already removed.

  • The host is chosen at booking. The record's assignee if they are free, otherwise whoever has the fewest open appointments.
  • Two guests, one slot. One wins, the other is shown new times rather than an error.
  • One reminder. As many days ahead as the account sets; book late and the confirmation is the reminder.
  • Your hours, per person. A weekly grid with days off, in the time zone it says.
Inside a form

Pick a time without a link at all

With this module booked, the form builder offers Pick a time as a block. You place it on a page like a field, and when the visitor submits, the record and the appointment come into being together. For a record that already exists, your page passes its token and the form books against that one.

  • It is a block, not a second product. Placed, moved and configured like a field.
  • One step, not two. Nobody fills in a form and then books on another page.
  • Title and duration. Set on the block, so the invitation reads like your business.
  • Always alone in its row. A time grid beside a text box is a layout nobody wants.
Marie Kerner
opened from the board
QualifiedOwner:Marie KernerMK
FieldsHistoryNotesDocumentsTasks
Company
Nordkontor Vertrieb GmbH
Roof area
128 m²
Postcode
53111 Bonn
Shading
None
Deal value
3.200 €
Calendars

Email reaches every calendar. Google can do more.

On saving, guest and host get a confirmation with a calendar file attached. That works with Outlook, Apple and anything else, because it is a file and not an integration. If you connect Google on top of it, two more things become possible, and one of them is the reason people connect at all.

  • Only busy is read. Not titles, not places, not attendees; where you are busy, you are not offered.
  • Written straight in. Optional, with the guest's details and a link back to the record.
  • A failing calendar offers nothing. No offer is better than a double booking, and the list says Failing.
  • No connection, no problem. Subscribe to your appointments as a calendar address instead.
It carries on by itself

Booked, moved, cancelled and no-show are triggers

The states an appointment passes through are events an automation can start from, and the appointment's status is available as a condition. That is what makes it part of the flow rather than a diary: the no-show on Tuesday can move the stage, write a note and send the one email that asks to pick a new time.

  • Booked. When the guest picks a time, with or without a link.
  • Rescheduled and cancelled. Both, because they mean different things to a sales process.
  • No show. The state most worth automating, and the one nobody wants to chase.
  • Outcome still missing. The day after, so it does not rot quietly.
AutomationStage “Qualified”
Record enters “Qualified”
Send emailwelcomeConfirmation to {{ record.email }}
Waitcool_off2 days
Send SMSsecond_askSame ask, other inbox
Create taskcall_backCall {{ record.first_name }}
Distribute to partnershandoverRooftop DE · highest price

Questions people ask

If the answer you need is not here, the help center has the long version.

What does it cost?
The price is not settled yet, so this page does not carry a number. Ask us and you will get the real answer rather than one we have to correct later. Everything else on the price list is what you can book today.
Do my guests need an account?
No. They open a link, see free times and pick one. There is no sign-up, no password and no app, and they do not type their name or email because the record already has them.
Does it work without connecting a calendar?
Yes, and that is the default. Invitations go out as email with a calendar file, which every calendar understands. Connecting Google adds two things: your busy hours are taken out of what guests are offered, and new appointments can be written straight into your calendar.
What exactly do you read from my calendar?
Whether you are busy, and nothing else. Not the title, not the place, not who else is invited. Where you are busy, the booking page does not offer you. If the connection stops answering, you are not offered at all until it works again.
Can two people book the same slot?
One of them gets it. The other is shown the times that are still free instead of an error, because the second person did nothing wrong.
Is there a public holiday calendar?
No, because it would have to assume a country, and the platform does not. You enter days off as spans under your own hours, and past ones drop out when you save.

Ask what it costs, or see the rest first

The module runs today. Its price is the one thing still being worked out, and we would rather tell you than print a number we change.