Book the meeting without trading proposed dates
Customers select an available meeting slot and provide their details and consents. If plans change, the account owner can propose a new time for confirmation.
Bookings and meetings
Customers choose a time. You save yours.
Share available meeting slots or resource bookings. Customers provide the details you need, and you can review them in the panel.
What your process could look like
- Choose the booking type
- Share available times
- Handle the confirmed booking
Less arranging dates, more time for the customer
Finding a time does not have to take several messages back and forth. Customers choose from available options, and you handle a meeting or resource booking in a process that fits it.
Let customers book with pricing in view
For a resource booking, customers choose dates and extras based on availability. Pricing and the move to checkout share the same process, helping them reach a decision.
Prepare service with the booking details in hand
Review the resource calendar and customer-linked bookings in the panel. See what was booked and for whom before preparing 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.