Consultation booking
Configured to support consultation booking within your agreed sales process.
Less scheduling friction
Let prospects book suitable times and automate confirmations, reminders and follow-up.
Use appointment booking as part of one connected sales process—configured around your team, responsibilities and customer journey.
- 1Qualified interest
- 2Calendar offered
- 3Time selected
- 4Reminder sent
- 5Outcome followed up
The common problem
What gets in the way
Repeated back-and-forth over available times slows down sales conversations and creates avoidable administration.
What it does
Put appointment booking into the flow of work
Connected calendars help prospects choose suitable times while confirmations, reminders and follow-up help the team manage attendance.
Example workflow
- 1Qualified interest
- 2Calendar offered
- 3Time selected
- 4Reminder sent
- 5Outcome followed up
Practical use cases
Where this capability can help
Viewing appointments
Configured to support viewing appointments within your agreed sales process.
Trial sessions
Configured to support trial sessions within your agreed sales process.
Team availability
Configured to support team availability within your agreed sales process.
Implementation considerations
A useful setup starts with clear rules and ownership
Calendar rules, buffers, working hours, ownership and rescheduling policies must be agreed. External calendar access is configured to scope.
See the implementation processRelated capabilities
Connect the next part of the journey
Sales Automation
Trigger timely follow-up, reminders, routing and internal tasks from lead behaviour and pipeline changes.
Explore capabilityAI Sales Agents
Assist with response, qualification, routing and booking while preserving human oversight.
Explore capabilityCRM and Pipelines
Create one view of contacts, opportunities, owners, stages and next actions.
Explore capabilityPractical answers
Questions about Appointment Booking
Your exact setup is confirmed during discovery, so the system reflects your team, channels and responsibilities.
Is this capability available on every plan?
Availability and setup depth depend on the selected plan and implementation scope. We confirm the right configuration during discovery.
Can it work with our existing process?
Yes. Implementation starts by mapping your current lead journey, then configuring the platform around agreed stages, responsibilities and follow-up rules.
Build the right starting point
Book a Sales System AuditSee what your sales process could look like when every lead is tracked
Book a Sales System Audit and we will map your current lead journey, identify the gaps and recommend the right starting configuration.