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Booking Management

Required Role

Global roles only

Booking Management configures the online appointment booking system. Clients and leads can book consultations, check-ins, or meetings directly from a booking link without needing to call or email.

Setting Up Booking​

  1. Enable the booking system by toggling Booking Enabled to On
  2. Configure available appointment types:
    • Consultation (Initial meeting with a prospect)
    • Client Check-In (Existing client catch-up)
    • Document Review
  3. Set availability windows (which days/times are bookable)
  4. Set appointment duration for each type
  5. Add buffer time between appointments (e.g. 15 minutes)

Once configured, Agent Manager generates unique booking links that can be:

  • Added to your website
  • Included in email signatures
  • Sent directly to clients

Calendar Sync​

Bookings sync with your calendar if Email Configuration is set up. When a client books, both the client and the assigned agent receive a calendar invite.