Scheduling & Booking

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.

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laureo.io/book/intro-call
Booking page
Intro call
30 min
Video call
Your time zone
October
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Pick a time
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Booking pages

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 3 pages on Pro and unlimited above. 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 3 pages, plans above Pro lift that to 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.
Booking pagesPro
Routing

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.
Intake

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.
Intro call, 30 min
Oct 16 at 10:00
A few questions before you book
name@company.com
Pricing and plans
Confirm booking

Answers land on the record with the meeting.

Reschedule

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.
Meetings

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.
  • 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.
Opportunity
Northwind expansionProposal
Activity
  • Intro call booked
    Oct 16 at 10:00, 30 min
    Join linkTopic: Pricing and plans
  • Note added
  • Email sent
AI

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.
On the record

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.

record holds the deal and the call
1record holds the deal and the call
booking pages on Pro
3booking pages on Pro
team routing modes
2team routing modes
payment taken at booking
0payment taken at booking

Booking pages start on Pro, with 3 pages on Pro and unlimited above, and the number of pages is what scales with the plan, not who is allowed to be on them. Pro from $58.33/mo billed annually ($69.99 month-to-month). Business from $108.33/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 free trial.

Booking pagesPro

Bookings, intake answers, and meeting records are isolated to your workspace, and the AI never trains on or keeps your data.

See how we keep your data safe

Related Resources

Frequently Asked Questions

You publish a booking page, share the link, and the other person picks an open time that fits your availability. When they book, the meeting is created and it attaches to the right contact and deal, so the call shows up on the record instead of only in a separate calendar app.
Who can appear on a booking page is controlled by roles, not by your plan. You decide through roles which teammates can be booked, so the people on a page are a permissions choice rather than a tier upgrade. The number of booking pages you can create is what scales with the plan.
Yes. A page can route to a team with round-robin, which spreads bookings across teammates so the load is shared, or collective, which finds a time that works for everyone who needs to be on the call. Either way the booked meeting still lands on the deal.
Yes. A booking page can ask intake questions before the time is confirmed, so the answers arrive with the booking. That context lands on the record alongside the meeting, so whoever takes the call already knows what it is about.
Yes. A booking can be rescheduled to a different open time or cancelled, and the meeting on the record updates to match, so the calendar and the deal stay in step without anyone re-keying the change.
No. Booking schedules time only. It does not collect a payment at the moment someone books a meeting. Getting paid happens through invoices and pay-by-link on the deal, which is a separate part of the product.
Booking pages start on Pro, with 3 pages on Pro and unlimited above. Pro from $58.33/mo billed annually ($69.99 month-to-month). Business from $108.33/mo billed annually. Every plan starts with a 14-day free trial.

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.

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