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Guide

Your booking link for appointments

Your booking link is the Calendly, Google Meet or other scheduling page where prospects book time with you. Set it on your Profile: click your name at the bottom of the sidebar, press Edit next to Meeting Link, paste the address and save.

When anyone logs a call on a contact, the Booking Calendar box has a Check Availability button that opens the booking link of the contact's assigned rep, so you can offer a slot while you are still on the call, for example before choosing Appointment Scheduled. When the contact has no assigned rep, or the rep has not set a link, it opens a superadmin's booking link instead. If nobody has set one, the box says No booking link configured. The same box sits on the contact's panel under the call logger.

Inside the app, click the help button in the bottom corner to ask the assistant or leave a message for our team.