Let people book time with you

A reply saying “sure, send me some times” is where deals go to die. A booking page removes the exchange entirely — and, unlike a standalone scheduling tool, the person who books lands in your CRM rather than only in your calendar.

​

Create a booking page

Settings → Booking Pages. Set the meeting length, the hours you are available, and how much notice you need. Availability comes from the calendars you connected in part 2, so a slot is only offered if you are genuinely free — across every connected calendar, not just the default one.

​

Ask the questions you need

A booking page is an intake form as well as a scheduler. Add the questions worth asking before the call — company size, what they are trying to solve, how they heard about you — and map each answer to a field on the lead. Keep it short. Every extra question loses bookings.

​

Put bookers into a campaign

Choose which campaigns someone joins when they book. That is what makes the booking page part of your pipeline rather than a calendar link:

• Someone who books gets your pre-meeting sequence
• They stop receiving the cold sequence that got them there
• A no-show can trigger follow-up automatically

​

Who the booker is

If they are already in your database, the meeting attaches to them and you see their whole history before the call. If they are new, a lead is created from what they entered.

​

Share or embed it

Share the link directly — in email signatures, in campaign templates, on LinkedIn — or embed the page in your own site so people book without leaving it.

​

After the meeting

Mark it attended or a no-show. That feeds your reporting honestly: a booking rate that counts no-shows is a vanity number. Meetings you have with people in your database are pinned to their lead profile automatically, whether they came through a booking page or not.