Book appointments, reschedule clients, send meeting links. Every one is ready to run, and you can adjust it in plain language.
Book new client requests with the right available team member.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Book first meetings with available team members and reply to requesters.
Your meeting requests become round robin bookings, with an available host named in the confirmation email.
Flag conflicting intake and appointment details for correction.
Your visitors get appointment confirmation emails with the booked time and a review link. Your coordinator hears about conflicts before a confirmation goes out.
Add a joining link to booked client intake calls.
You and your client get the same joining link in the updated invitation for a video appointment.
Confirm new client visits and flag incomplete appointment details.
Your confirmation emails include clear appointment details and a rescheduling link. You also get a report on every send or issue.