Share your booking links

Each of your three calendars has its own booking link. Share the right one and a client can pick a time themselves — no back-and-forth, and the appointment drops straight into your calendar with reminders attached.

Find a booking link

1. Open Calendars from the left menu.
2. Choose the calendar you want to share — in-person, virtual, or phone.
3. Copy its booking link.

Share it the way that fits

• Text or email a specific client the link for the meeting type you discussed. The fastest path is right from the client’s record in Conversations.
• Add it to your email signature so anyone can grab a time.
• Send the phone link to a quick lead who just wants a short call, and your in-person link to a client who wants to sit down — each link only shows that meeting type.

What happens after they book

Once a client books:

• The appointment appears on your calendar.
• The appointment reminder sequence starts automatically.
• The booking is logged on the client’s record.

Pick the link on purpose

Sending the right link sets the right expectation. A lead who books your “phone” link knows it’s a quick call; a client who books “in-person” is ready to meet.