CRM
Schedule events and meetings
Manage your calendar, set availability, and let people book time with shareable booking pages.
Your CRM has a built-in calendar so you can schedule meetings, block time, and let contacts book with you, all tied to your contact records.
View your calendar
Open the Calendar to see your schedule. It brings together your bookings, blocked time, and connected calendar events in one view. Use the Upcoming tab for a quick list of what's next.
Create events
Click New Event and choose its type, for example, a video call (Google Meet or Zoom), phone, or in-person meeting, along with the time and location. Link it to a contact to keep the meeting on their timeline.
You can also block out time that is not a meeting. Choose Focused Work or Personal Time. Your booking pages stop offering those hours, with or without Google Calendar connected. The same goes for your other events and for bookings on any of your booking pages, confirmed or pending, so nobody can book over them.
Booking pages
Set up a booking page so people can reserve time with you without the back-and-forth:
- Open the Booking Pages tab and click New Booking Page.
- Set the meeting type, length, and your availability.
- Share the link. Contacts pick an open slot, and it lands on your calendar.
A new booking arrives as pending until you open it and click Confirm. Tick Auto-confirm bookings on the booking page if you would rather skip that step.
Under Attendee Reminders on the booking page, choose a 24-hour reminder (on by default), a 1-hour reminder, or both. Guests with a confirmed booking get the reminder email at that time, sent through your own email setup.
Each person who books is added to your contacts, and you can have a mailing list add them automatically (see Run email marketing campaigns). A new booking can also start an automation or a sequence with the Booking created trigger, for example a welcome email or a prep checklist.
Calendly bookings
If you take bookings in Calendly, connect it from the Connections tab of your Chief of Staff (see Connect your tools to your Chief of Staff). Your Calendly meetings then show on this calendar and in the Upcoming list, marked Calendly:
- A new booking appears on the calendar. If the person is new to you, they are added to your contacts, marked as someone who asked to hear from you, and their timeline shows the booking.
- A moved booking shows at its new time, and the contact's timeline says it moved and from when.
- A cancelled booking leaves the calendar, and the contact's timeline shows the cancellation and the reason they gave.
To move or cancel a Calendly meeting, do it in Calendly; the calendar here updates within a few minutes. Calendly sends its own confirmations and reminders, so your CRM does not send any for these meetings, and they don't start your booking automations.
Connect your calendar
Connect Google Calendar once in CRM Settings, under Calendar, and it covers your whole team: booking pages, the AI Receptionist, and your Chief of Staff all read the same calendar. Once it is connected, your Google events show on the Calendar page too, and you edit those in Google Calendar. See Connect Google Calendar once, for everything.
The same Settings section gives you a calendar feed link for Apple Calendar or Outlook. Note that the feed currently requires you to be signed in to your CRM, so calendar apps cannot refresh it on their own yet.