Your CRM includes a booking calendar that lets prospects schedule appointments directly. Here’s how it works and how to manage it.
From discovery to confirmation, three simple steps.
A prospect visits your website, clicks “Book a Consultation,” or receives a booking link in an automated message.
Your real-time calendar shows available slots. The prospect selects a time that works and fills in their details.
The prospect receives an automated confirmation. Your team receives a Calendar Booking Alert with all the details. Reminders fire automatically before the appointment.
Control your availability and appointment types from one place.
Define your working hours, buffer time between appointments, and booking window. Only available slots show to prospects. Block off lunch, meetings, or personal time and it’s automatically reflected.
Your calendar is configured with insurance-specific appointment types: quote consultations, policy reviews, claims discussions. Each type has its own duration and booking page.
A few best practices to maximize bookings and reduce no-shows.
Automated reminders are already configured. Email and SMS reminders fire before each appointment. This significantly reduces no-shows without any effort from you.
Your booking URL can be shared anywhere: email signatures, social media, business cards, text messages. Every booking flows into your CRM automatically.
If you need help configuring your calendar or have questions about booking settings, reach out to our team. We’re here to help.