A meeting with the right person
Let the customer choose an available time and provide details and consents. If plans change, the account owner can propose a new time for confirmation.
All platform features
Scheduling matched to your service
Bookings and meetings
Let customers choose an available time.
What your process could look like
- Choose the booking type
- Share available times
- Handle the confirmed booking
What you can do
Offer meeting slots or resource bookings. Choose the right scenario: a conversation with an account owner or a booking with extras, pricing and checkout.
Resource booking with pricing
Manage bookings for selected dates, availability, extras and pricing, followed by checkout.
Booking management in the panel
Review the resource calendar and customer-linked bookings to prepare the next service steps.
What your process could look like
Choose the booking type
Select a meeting with a person or a reservation for a specific resource.
Share available times
The customer chooses a date and provides the details required for that scenario.
Handle the confirmed booking
Review the details in the panel; a resource booking can continue to checkout.
Practical questions
Bookings and meetings
See the platform in your business context
Tell us where your customers come from, how you prepare proposals and what happens after you send them. We will demonstrate relevant features in one scenario, from inquiry to the account owner's next action. Together, we will establish the modules, integrations and configuration you need.