Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Book, move, or cancel client appointments around existing plans.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Mark canceled meetings and email their updated links.
Your shared calendar shows canceled meetings without losing their links. Your coordinator gets the details by email.
Mirror team meetings to the shared calendar and email overlaps for review.
Your other group sees meeting changes on its shared calendar. The schedule owner gets an email when appointments overlap.
Book each client request with an available qualified host.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Book client appointments and send confirmations or open times.
Your clients get confirmed appointments and meeting links, or available times when their requests conflict with your schedule.
Turn calendar entries into sortable rows and flag repeats for review.
Your weekly schedule arrives as a sortable CSV reply, with repeating meetings flagged so your team can review them before the handoff.