Calendar

Calendars & appointments: let people book you online

Calendars & appointments: let people book you online

The Calendar turns your open time into a link. Share it and a seller can pick a slot, drop in their details, and land on your calendar — no back-and-forth texting to nail down a time. Every booking becomes an appointment you can see, move, and follow up on, and it plugs straight into your Workflows so the right message goes out the moment someone books, confirms, or shows.

Turning it on

Calendars are an early-access feature, so they may not be switched on for your account yet. If you open Calendar in the left sidebar and see a "not available yet" message, contact us for early access and we'll enable it.

Once it's on, an owner or admin sets up the booking calendars and manages appointments.

Where it lives

Click Calendar in the left sidebar for the full calendar. Click Settings (top right of the calendar) to create and configure your booking calendars.

Create a booking calendar

From calendar Settings, click New calendar and give it a name people will recognize on your booking page — "Seller Consultation", "Property Walkthrough", "Closing Appointment". Then set:

  • TypePersonal (bookings go to one person — you) or Round-Robin (a team calendar that spreads bookings across your teammates — see below).
  • Appointment kind — what this calendar is for: seller consult, walkthrough, offer, closing, buyer showing, or custom. This is a label to keep your calendars organized.
  • How long each appointment runs (for example 30 minutes) and the time between start times (the grid of slots you offer).
  • Buffers — padding before and/or after each appointment so you're never booked back-to-back.
  • Minimum notice — how far ahead someone must book (for example, "at least 2 hours from now").
  • How far out people can book (for example, the next 30 days).
  • Daily limit — cap how many appointments you'll take in a single day (optional).
  • Where you'll meet — a phone call, a video link, an address, or "we'll be in touch" — shown to the attendee and included in their confirmation.
  • Reminders — how many texts or emails go out before the appointment, and how early (see Reminders below).
  • Extra questions — add your own fields to the booking form (a short answer, a dropdown, a checkbox), like "What's the property address?" or "Are you the owner of record?".

Every calendar gets its own booking link you can share (see Share your booking link).

Set your availability

Open a calendar's Availability tab to tell it when you're bookable.

  • Weekly hours — set the hours you take appointments for each day of the week (say Mon–Fri, 9 AM to 5 PM). Days you leave empty simply aren't offered.
  • Date overrides — override a specific date when it differs from your normal week:

- Take a day off (holidays). Mark a date closed and no slots show that day — the clean way to block out the Fourth of July, a vacation day, or any day you're out. - Special hours. Or set different hours for just that one date (a Saturday you're working, a half-day) without touching your weekly schedule.

Your hours are always kept in your account's timezone — visitors see them converted to their own (more on that next).

Personal vs. Round-Robin calendars

  • A Personal calendar sends every booking to one person. Slots disappear as they fill, so you're never double-booked.
  • A Round-Robin calendar is for a team. Add your teammates as hosts, and each new booking is handed to the teammate with the fewest appointments who's actually free at that time. It's genuinely fair — nobody hogs the leads because they happened to be first in line, and it never breaks when you add or remove a host. You can nudge the split with a priority (who's preferred on a tie) and a weight (someone part-time can carry a smaller share). A slot only shows on the booking page when at least one host is open for it.

Share your booking link

Every calendar has a public booking link that lives on your own website — your brand, your domain, no mention of us. Copy it from the calendar's settings and:

  • Text or email it to a lead ("grab any time that works: …").
  • Add it to your website, your email signature, or a funnel.
  • Let a Workflow send it automatically (see Calendar + Workflows).

If you have more than one public calendar, a plain /book link on your site shows a simple menu of them.

What the person booking sees

Your booking page is clean, on-brand, and built to remove friction:

  • Times in their own timezone, automatically. The page detects the visitor's timezone and shows every slot in their local time — so a seller in California and one in New York each see the times that make sense to them, and nobody shows up an hour off. You never think about timezones; it just works.
  • Pick a time, then a short form — name, email and/or phone, plus any extra questions you added.
  • Instant confirmation with the date, time, and where you'll meet — and their own reschedule and cancel links.

Reminders (text and email)

Set reminders on each calendar — for example a text 24 hours before and another an hour before. They run on a schedule in the background and go out on their own: an email, a text, or both, at the lead times you chose. Every text includes opt-out wording, so you stay compliant. If an appointment is rescheduled, its reminders re-time themselves to the new slot automatically; if it's cancelled, they don't send.

No-shows and self-service changes

  • Reschedule / cancel. The attendee can reschedule or cancel from the links in their confirmation — no phone tag. A reschedule keeps everything intact (including any follow-up they're in) and just re-times the reminders.
  • Automatic no-show. If an appointment's end time passes and it was never marked as showed, it's flagged as a no-show for you — which can kick off a win-back Workflow (see below). You can always set the status by hand instead.

Appointment statuses

Every appointment carries a status you can set with one click from its detail panel:

StatusWhat it means
NewJust booked — the default for a fresh appointment
ConfirmedYou've confirmed it's happening
ShowedThey showed up
No-showThey didn't (set automatically once the time passes, or by hand)
CancelledCalled off (by you or by the attendee)

Status is more than a label — a Workflow can react to it (see the last section).

The Calendar page

Click Calendar in the sidebar for a full-screen view of everything on the books.

  • Month, Week, Day, and Agenda views — switch from the toolbar.
  • Filter by calendar and by team member, so a round-robin host can see just their own appointments.
  • Drag to reschedule. Grab an appointment and drop it on a new time — it moves and re-times its reminders on the spot. (Appointments that already happened or were cancelled stay put.)
  • Click an empty slot to book an appointment yourself — handy when a seller calls you and you want to lock in a time.
  • Click any appointment to open its details: change the status, see the attendee and where you're meeting, and open the linked lead.

The whole calendar is shown in your account's timezone, no matter where you happen to be signed in from — your 9 AM is always your 9 AM.

Calendar + Workflows

This is where booking gets powerful. Workflows can both start from calendar events and drive them. (New to Workflows? See the Workflows help article.)

Triggers — calendar events that can start a workflow:

  • Appointment booked — someone just scheduled. Send a confirmation, notify your team, or start a "get ready for our call" sequence.
  • Appointment status changed — an appointment is confirmed, showed, no-showed, or cancelled. You can scope it to one status (for example, only when it's a no-show).
  • Appointment rescheduled — the time moved. The lead stays in whatever sequence they were in.

Steps — moves a workflow can make:

  • Send booking link — text or email the contact a link to book a specific calendar, with an optional message in front of it.
  • Update appointment status — set the appointment to confirmed, showed, no-show, or cancelled automatically.

Two patterns wholesalers use right away:

  • Speed-to-lead → book. Start from New lead, wait a few minutes, then Send booking link by text. A fresh lead gets your calendar while they're still holding their phone — the fastest path from form fill to a time on your calendar.
  • Showed → send the contract. Start from Appointment status changed → Showed, then send your agreement. The walkthrough went well, you mark them showed, and the contract goes out on its own — no dropped follow-through. (Sending contracts is its own feature; see the Contracts help article.)

Still need a hand? Use the chat in the corner or contact our team.