Share a booking page, the meeting lands on the deal.
People pick a time without the back-and-forth, and the booked call attaches to the right contact and opportunity. The meeting, the intake answers, and the link sit on the record your team already works from.
Replaces a standalone scheduling app, with the booking landing on the deal instead of a calendar tool nobody opens.
A booking page that already knows your calendar
Share a link, the other person picks a slot that fits your real availability, and the meeting is set. No "does Tuesday work, how about Thursday" thread. It is the self-serve scheduling a standalone booking app gives you, except the booking lands on the CRM record it belongs to instead of living off on its own.
Booking pages start on Pro, with 2 pages on Pro, 3 on Business, and unlimited on Ultra. Who can be booked is controlled by roles, not by your plan, so putting the right teammate in front of a prospect is a permissions choice, not a tier you buy up to.
- Pick from real availabilityThe page offers only times you are free, so a booked slot never collides with your calendar.
- Booking pages from ProPro includes 2 pages, Business 3, and Ultra is unlimited.
- Who can be booked is set by rolesRoles, not your plan, decide which teammates appear on a page.
- One link to shareDrop it in an email or signature, no account or login to book.
Your real hours, including the exceptions
Weekly hours are the easy part. The rest of the year is a holiday, a half day, a conference week, and the one afternoon you want back. Give a single date its own hours and that date follows the exception instead of the weekly rule, or mark the whole day unavailable and it stops being offered at all. Dates that have already passed tidy themselves away.
Save a set of hours under a name and reuse it. One named schedule can sit behind several pages, so a change reaches all of them at once, and a page that needs its own hours keeps them instead. A set of hours can also be told not to repeat, so only the specific dates you add are bookable, which is what a one-time class or a hiring week actually needs. Every one of these controls comes with booking pages and is not gated by plan.
The time you are offering also shows on your own calendar beside real meetings, so you can see it rather than picture it. On a desktop calendar you can drag across an empty stretch to open that time on that date, which writes the same specific-date hours the editor does, and marking a date unavailable takes it back off the calendar.
- Hours for a specific dateChange your availability for one date, like a holiday or a half day, without touching your weekly hours.
- Mark a day unavailableSwitch a whole date off in one move and it stops being offered, with no times to zero out by hand.
- A booking window you can readA number of days ahead, a fixed date range, or up to a year, with a plain line stating the last date people can book.
- Named schedules you reuseSave your hours under a name, attach them to as many pages as you want, and edit them in one place.
- Hours that do not repeatTell a set of hours not to repeat and only the specific dates you add are bookable.
- Bookable time on your calendarSee what you are offering next to real meetings, and drag an empty stretch on desktop to open more of it.
Send the booking to the right teammate
A page does not have to point at one person. When a team shares one, routing decides who takes the call. Round-robin spreads bookings across the team so nobody soaks up every meeting. Collective finds a time that works for everyone who needs to be in the room, so a group call is scheduled in one pass instead of a thread of replies.
- Round-robinBookings rotate across the team so the meeting load is shared evenly.
- CollectiveFinds a time that works for everyone who needs to attend, in one step.
- Still lands on the dealHowever it routes, the meeting attaches to the right opportunity.
Ask the right questions before the call
A booking page can ask intake questions before the time is confirmed, so the answers come in with the booking instead of being chased down afterward. Whoever takes the call already knows what the person needs, and that context sits on the record, not in a separate form tool.
- Questions before bookingThe person answers as part of picking a time, not in a follow-up email.
- Answers arrive with the meetingResponses land alongside the booking, so prep is done before the call.
- Context on the recordThe answers sit on the same contact and deal as the meeting.
Plans change, the record keeps up
Meetings move. A booking can be rescheduled to another open time or cancelled, and the meeting on the record updates to match. No separate calendar to fix by hand, no stale slot left on the deal. The calendar and the opportunity stay in step on their own.
- Reschedule to a new timeThe booking moves to another open slot, the record shifts with it.
- Cancel cleanlyA cancelled meeting comes off the record, so no dead slot lingers.
- No double entryThe change lands once and the calendar and the deal both reflect it.
The link and the meeting, attached to the deal
Confirming a booking creates the meeting with its link and attaches it to the opportunity and contact it belongs to. The call is not a line in a calendar the team never sees. It is on the record, so the next person who opens the deal knows a call is booked, who it is with, and where to join.
- A meeting link with the bookingConfirming creates the meeting and its link, so there is a way to join.
- Confirmations that look like youThe confirmation and reminder emails carry your logo, your name, and your brand color, so what lands matches the page they booked on.
- Attached to the opportunityThe call sits in the deal history, not off to the side.
- Visible to the teamAnyone working the deal sees the call without asking who booked it.
- JFJonas FeldAtlas Freight
- MTMaya TorresBeacon Logistics
- DRDaniel ReyesHarbor & Lane
- PNPriya NairNorthwind Supply
- TBTom BeckerCobalt Ridge Media
- Owner
- Ana Ruiz
- Lifecycle
- Lead
- Lead status
- New
- Engagement
- 81 - High
- Created from the Contact sales formAutomation
- Intro email drafted and queued for reviewLaureo AI
- Owner
- Ana Ruiz
- Lifecycle
- Lead
- Lead status
- New
- Engagement
- 81 - High
Let the co-pilot tee up the meeting
The slow part of a call is the wrap-up and the next step, not picking the slot. The AI co-pilot works from the same record the booking lands on, so the context is already in front of it. Ask it “Hey Laureo, draft a follow-up for the intro call I just booked” and it starts from the deal, not a blank page.
Nothing acts on its own. The co-pilot drafts and you approve, so you read and adjust before anything reaches a customer. The AI never trains on or keeps your data.
- Works from the dealThe booking is on the record, so the co-pilot already has the context.
- Draft the follow-upAsk it to start the follow-up after a meeting books, then check it.
- Draft and approveEvery draft waits for your review. Nothing reaches a customer unread.
Scheduling that lives where the deal lives
Scheduling inside the CRM means the booking never leaves it. The meeting, the intake answers, the link, and every reschedule sit on the same contact and opportunity as the rest of the deal. A standalone tool puts the call in a calendar your team has to remember to check. Here it is part of the deal history, so the record tells the whole story.
- booking pages on Pro
- 2booking pages on Pro
- team routing modes
- 2team routing modes
Booking pages start on Pro, with 2 pages on Pro, 3 on Business, and unlimited on Ultra. The number of pages is what scales with the plan, not who is allowed to be on them, and not what hours you can offer. Pro from $83.33/mo billed annually ($99.99 month-to-month). Business from $166.66/mo billed annually.
Booking schedules time only. It does not take a payment at the moment of the meeting. Getting paid runs through invoices and pay-by-link on the deal, which is a separate part of the product. Every plan starts with a 14-day trial for $2.99, credited to your first month.
Bookings, intake answers, and meeting records are isolated to your workspace, and the AI never trains on or keeps your data.
Related Resources
- Help CenterSet up a booking pageThe full setup walkthrough: the page URL, who can book it, hours, hosts, intake questions, and confirmation emails.
- FeatureDeals & RevenueQuote, schedule, and get paid on one opportunity record, with booking and the deal in the same place.
- FeatureQuotes, Invoices and PaymentsSend the quote that follows a booked call and collect payment on the same opportunity record.
- FeatureFormsCapture the lead that books the call, dropped onto the record before the meeting is even set.
Frequently Asked Questions
Put the booking where the deal is
Share a page, let people pick a time, and watch the meeting land on the record. Booking pages from Pro, with who can be booked set by roles.
14-day trial for $2.99, credited to your first month. Cancel any plan at any time before the end of your billing cycle, no contract fees, no 30-day notice, no penalties.