Booking page: share a branded page personalized with your name, photo, and brand colors.
Booking events: set up events such as an Intro Call, Annual Review, or quick Check-in. Clients pick a time and complete a short form.
Managing bookings: bookings appear in the Scheduling menu, grouped by status: confirmed, waiting on you, or wrapped up. Virtual bookings include the meeting link, in-person bookings carry the location, and time zones are handled automatically.
Client control: clients can reschedule or cancel on their own. An optional approval setting lets you review and confirm each request first.
Team support: an assistant can create and manage bookings for an advisor, and a junior advisor can reschedule when the lead advisor is unavailable. Meetings can also be scheduled manually.
AI suggestions: if a client says during a meeting that they want to reconnect later, the AI Assistant suggests a booking for you to review and send.
Set up from the Scheduling menu; full instructions are in the Help Center.