Core Capability
Scheduling & Requests
Manage appointments, availability, and booking requests. Your calendar, connected to your contacts.
What it does
Scheduling connects your calendar with your CRM. Book meetings, set availability windows, and let clients request time slots all linked to the right contact records.
See upcoming appointments in context, with notes and history from past interactions. No more switching between apps or losing track of who you're meeting.
This Week
Week
Month
Mon
15
Tue
16
10am
Wed
17
Thu
18
2pm
Fri
19
Upcoming
Client call - Sarah
Tue 16, 10:00 AM
UI examples shown are illustrative only and may not reflect the exact appearance of the live application.
Your choice of complexity
Use it simply, or unlock advanced features. No pressure either way.
Keep it simple
How simple it can be
Manual appointment scheduling
Calendar view of meetings
Basic reminders
Go advanced
How advanced it can be
Link appointments to contacts
Link stages and pipelines to events
Recurring appointments
Track client progress through appointments
Who would use this
Consultants booking client calls
Service providers with appointments
Sales teams scheduling demos
Coaches with session bookings
Anyone managing time-based work
Ready to try it?
Start for free and explore this capability in your own workspace.