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Calendar & appointments

Appointments that book themselves.

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crm.agenda

What you gain

Going back and forth to set an appointment wastes everyone's time. The Calendar module publishes your availability, lets customers book online and organises the whole team's schedule, in person, by video or on site.

  1. 01 Less back and forth Customers pick a free slot on their own.
  2. 02 A coordinated team Shared calendars, colours per person, team views.
  3. 03 Appointments kept Automatic confirmations and reminders.
  4. 04 Everything linked to the customer Each appointment is added to the customer history.

Features

Calendar & appointments

01
Availability under control

You decide when people can book you.

Define your open slots, blocked days, breaks and the minimum notice before an appointment. Each team member has their own settings.

What it enables

  • Time slots per day and per person
  • Blocked days and unavailable periods
  • Minimum booking notice
  • Availability per appointment type
02
Online booking

Your customer chooses, you confirm.

A booking page, embeddable on your website or sent as a link, only offers slots that are really free. The customer chooses the format: in person, video or on site.

What it enables

  • On-brand booking page
  • Choice of appointment format
  • Custom pre-booking questions
  • Instant email confirmation
03
Team calendar

Who's doing what, and where.

A week or month view brings the team's calendars together, each with its own colour. Appointments can involve several colleagues and an office or site address.

What it enables

  • Day, week and month views
  • Colours per team member
  • Appointments with several participants
  • Office addresses and meeting locations
04
Confirmations and reminders

Fewer oversights, fewer missed appointments.

Each booking triggers a confirmation, then reminders before the appointment. Customers can reschedule or cancel themselves, within the limits you set.

What it enables

  • Confirmation and reminder emails
  • Optional SMS reminders
  • Self-service rescheduling and cancellation
  • Video link included automatically
05
Sync with your calendars

One calendar, wherever you are.

Appointments show up in your phone or email calendar through a calendar subscription. CRM tasks and reminders appear there too.

What it enables

  • Calendar subscription (ICS)
  • Tasks and reminders visible in the calendar
  • Works on phone and computer
  • Optional two-way sync

We’ll show it to you in 30 minutes, on a case close to yours.

Adapted to your business

Your trade doesn't fit in a box.

Durations, appointment types, notice periods, travel areas, blocked days, rooms and office addresses: the calendar follows your organisation. The booking page uses your visual identity.

Integrations available

Compatible with the tools you already use.

Calendars
  • Google Calendar
  • Outlook / Microsoft 365
  • Apple Calendar (ICS)
Video
  • Built-in CompanyMesh video
  • Microsoft Teams
  • Google Meet
  • Zoom
Notifications
  • Email
  • SMS (Twilio, Vonage)
  • WhatsApp Business

Non-exhaustive list: other tools can be connected to suit your needs.

Works with

crm.leadsProspecting & lead captureEvery request captured, qualified and followed up without delay. crm.contactsCustomers & contactsEverything you know about your customers, in one place. comms.visioSovereign video conferencingYour online meetings, on your own infrastructure.

Choose your time

Like what you see?

We’ll show it to you in 30 minutes, on a case close to yours.

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