Calendar & Appointments
Bookable calendars with round-robin and reminders.
Overview
Calendars with availability rules, booking pages, round-robin/class-event/service scheduling, buffers, blackout dates, and automated reminders. Bookings create contact records and can drive pipelines and workflows.
What it's for
Let contacts self-book, distribute bookings across a team, and automate reminders/follow-ups.
Capabilities
Multiple calendars
Per-user and per-service calendars with independent availability.
Round-robin
Distribute bookings evenly across a team.
Class/event booking
Group sessions with capacity limits.
Buffers & blackouts
Padding before/after events and blocked dates.
Custom booking questions
Capture custom-field data on the booking form.
Reminders & follow-ups
Automated SMS/email reminders and post-appointment workflows.
ICS / two-way sync
Sync with external Google/Outlook calendars to prevent double-booking.
Use cases
Sales demo booking
Publish a round-robin calendar; on booking, create an opportunity, send confirmations, and trigger a pre-call reminder workflow.
Reduce no-shows
Send SMS reminders 24h and 1h before, with a reschedule link, and a no-show workflow if the contact doesn't confirm.
AI prompt patterns
Copyable templates for prompting an AI agent about this feature.
Design a booking calendar for a [industry] business: calendar type, availability, buffers, custom questions, and the reminder + no-show workflow.Write a reminder + no-show automation for a [appointment type] booking that reduces no-shows without annoying the customer.Integrations & connections
- Bookings trigger workflows and can create/update opportunities
- Two-way sync with Google/Outlook prevents conflicts
- Reminders send via SMS/email channels
Gotchas & limits
Things an AI should not assume about this feature.