Setup

Booking

Step 4 of 6 Where appointments land and what the caller gets when they book.

Where bookings go

Connect the calendar the agent books into.

Google CalendarChecking…
Appointment name
Duration
Buffer between jobs
Bookable hours
Timezone

When someone books

Automatically, the moment it's confirmed.

Text a confirmation + calendar linkInstant SMS to the caller.
Send a calendar invite.ics to their email.
Add the lead to the CRMCreates/updates their record.

Preview

EXAMPLE
Appointment bookedconfirmed on the call
HOME INSPECTION
Thursday, April 3
10:00 AM – 12:00 PM Β· 2 hrs
The property address
Text sent to the customer
You're booked for Thu 10:00 AM! Calendar link: hie.co/appt/8c2 🏑
Booked, texted, and on the calendar β€” hands-free.