Meetings & calendar
Book meetings, connect a calendar and let customers self-book.
- "My schedule" — all your meetings in one placeSee today's, this week's and this month's meetings, and record what happened at each.4 min readAgentManagerAdmin
- Scheduling a meeting with a customerIn person, Zoom/Meet or phone — with an invite to the customer and calendar sync.4 min readAgentManagerAdmin
- Connecting Google / Outlook calendar and ZoomA one-time connection so meetings land in your calendar and customers get invites.3 min readAgentManagerAdmin
- Working hoursWhen meetings can be booked with you.1 min readAgentManagerAdmin
- Self-service booking — setup (admins)A customer pays and receives a personal link to pick a slot in their rep's calendar.8 min readAdmin
- A personal booking link for one customerCustomer paid another way? Create a booking link manually.2 min readAdmin