Booking
Replaces Calendly. Multi-event-type, multi-host, auto ICS, public reschedule. Native audit + closing funnel.
Overview
Booking is your public calendar and your meeting router. You define event_types (free audit, closing 1:1, onboarding, follow-up). Each event_type has its duration, public URL, host, pre-call questionnaire.
The user lands on /book or /book/[event-type], picks a slot, answers questions, gets the ICS and the confirmation email. You get the notif, the contact is created or updated in CRM, the booking shows on the 360 page.
The audit funnel is wired in natively: after an audit booking, an audit kicks off (LinkedIn enrichment), a presentation gets prepared in Pages, a "launch audit" button appears. After the audit, a bridge offers the closing.
What the module does
Event types
Each meeting type has its own config. You create as many as you want per workspace.
- Duration, buffer, padding
- Pre-call questionnaire
- Custom confirmation email
- Optional outbound notification
- Calendar color
Multi-host
An event_type can route to several hosts (round robin, collective, or priority). Each host connects their Google or Outlook calendar.
Public reschedule
The confirmation link carries a token. The prospect can reschedule on their own without reaching out. The booking is updated in CRM.
Audit funnel
After an "audit" event_type booking, a process triggers the enrichment, prepares a Pages presentation and the call context for you.
Workspaces and domains
Booking respects the current workspace. Each workspace can have a custom domain (/book on your own domain).
How to use it
- 01
Create an event_type
/booking/event-types/new. Name it, set duration, host, questions.
- 02
Share the link
/book/audit-strategique. Drop it in Studio, on your site, in your DMs.
- 03
Prospect books
They pick a slot, answer the questions, get the ICS.
- 04
You prepare
On the 360 page, read the context. If audit, the enrichment already ran.
- 05
You run the call
The call is recorded, the transcript comes back into CRM.
- 06
You bridge
After the audit, a button suggests the closing booking with prefilled context.
Preview
