Sales & money
Take bookings online
Let people book a time online, and book people in yourself from their profile.
Before you start
- Your team's working hours are set (Bookings & Sales → Consultants).
The steps at a glance
Step 1 of 4
In the menu on the left, tap Bookings & Sales. On a phone, tap the ☰ menu button at the top first.
Tap Booking settings. Fill in Title, Description, Duration and Location (Video, Phone or In person). Tap Save booking page.
At the top, under Public booking page, tap Copy link (or QR code). Put it on your website, emails and socials.
Open a lead, tap the Book tab, choose a day and a free time, then Confirm booking.
✅ How do I know it worked?
- The booking appears under Bookings, on the Command Centre's Today's schedule and on the lead's Timeline.
⚠️ Common mistakes
Problem“No free times on this day.”FixCheck the team member's hours in Consultants → Save hours, and that they're in the round-robin.
ProblemBookings don't show in Google Calendar.FixConnect it in Bookings & Sales → Connections (see Sync your calendar).