Appointment scheduling Capture and conversion
Let them pick a time.
Share your availability. Collect the details. Get to the conversation.
- For teams booking introductions, consultations and sales meetings
An introduction to your team
20 minAppointment scheduling · attached to the contact it belongs to
Connects with
- Google — Sign-in, Calendar booking, send-only Gmail and read-only Contacts.
- Microsoft — Sign-in, Outlook calendar and mailbox sync, and Contacts.
Why this exists
Let prospects choose an available meeting time using a booking page configured for the host and meeting type.
The clutter
The customer said yes to a meeting, not to a scheduling thread.
Suggesting times, checking availability and confirming a location can become several messages before the meeting is even arranged. A booking page lets the visitor choose from the availability you have configured and provide the details needed for the appointment.
Today
- Six messages to agree on one time.
- Double bookings from a calendar nobody checked.
- Meetings arranged without the details you need.
With NoClutterCRM
- Define the meeting
- Control available times
- Share or embed the booking page
In practice
The next conversation has a time, a host and a location.
Three moves, in the order your team already works in.
-
1
Create a meeting type and configure availability.
-
2
Check calendar and conferencing connections where needed.
-
3
Share the booking link and review incoming appointments.
Walk through an example
IllustrationBook the introduction while the customer is ready.
After answering an enquiry, share the introductory meeting link. The visitor chooses an available time and provides the required details. Your team can review the booking with upcoming meetings, instead of working back through a scheduling exchange.
What it does
Put your scheduling rules behind a simple booking choice.
Share a booking page with available times for the right host and meeting type. Set duration, notice and buffers so booking a sales conversation takes less back-and-forth.
Define the meeting
Set duration, location and the visitor details needed for the appointment. Publish the meeting type when it is ready to accept bookings.
Control available times
Configure weekly availability, buffers, minimum notice and the booking window. Connected calendar capabilities depend on the host’s setup.
Share or embed the booking page
Use a public booking link or embed the booking experience on your website. Review upcoming meetings and booking history in the workspace.
Where we draw the line
Configure the meeting duration, host availability, booking window and location. Share a link or embed the page, then review incoming appointments in the workspace. Calendar conflict checks and conferencing depend on the supported connections you configure.
Before you start
Questions worth asking first.
Availability
Requires scheduling access. Calendar conflict checks and conferencing depend on configured provider connections.
Still unsure? Ask us directly.
Are video meeting links available without a connected provider?
Automatic conferencing depends on a supported connected provider. You can configure the meeting location appropriate to your setup.
How do we get started?
Request private-beta access and tell us how your team sells today. We will walk through whether Appointment scheduling fits that workflow, which connections it needs and what to set up first.
Does this work with the rest of the CRM?
Yes — that is the point of it. Appointment scheduling shares the same contacts, conversations and deals as every other part of the workspace, so work recorded here is visible to whoever picks the customer up next.
Who on the team can use it?
Anyone whose role allows it, once Appointment scheduling is enabled for the workspace. Access follows your enabled features and each member’s permissions, and — if you run more than one brand — their brand and mailbox memberships. A feature that is switched off does not appear in the sidebar at all.
Get your first booking page ready to share.
Request access to discuss meeting types, host schedules and any calendar or conferencing connections you need.
Private beta · Invite only