Real availability, during the call
The agent reads live calendar availability, so it only offers times a rep can actually take - no double-booking and no follow-up email to find a time.
Stage 04 · Book
The meeting is confirmed before the prospect hangs up.
When a lead qualifies, the agent checks the right rep's calendar in real time, offers open slots, and confirms one on the call. The invite, the context, and the reminders follow automatically.
Arjun · availabilityChecked live
Thu 3:00 PM confirmedInvite sent, reminders scheduled
How meeting booking works
Live calendar availability, confirmed on the call.
Routing to the right rep
Meetings go to the lead owner, a territory, or a round-robin pool, following the routing rules you set.
Context in the invite
The calendar invite and CRM record carry the qualification summary, so the rep walks in knowing the need, the timeline, and the objection raised.
Confirmation and reminders
Prospects receive a confirmation after the call and reminders before the meeting, reducing no-shows without a rep chasing.
Worked example
Confirmation and reminder flow
What happens after the prospect says "Thursday works."
What you configure
- Which calendars the agent can book into
- Meeting types, lengths, and buffers
- Routing: owner, territory, or round-robin
- Minimum notice and booking horizon
- Confirmation and reminder timing
- 02:14Slot confirmed on call
Thu 3:00 PM with Arjun, 30 minutes.
- 02:15Invite sent
Calendar invite to prospect and rep, with meeting link.
- 02:16CRM updated
Meeting, qualification summary, and call score written.
- Wed 3:00 PMReminder
Day-before reminder to the prospect.
- Thu 2:45 PMFinal reminder
Short reminder shortly before the meeting starts.
Boundaries
Booking rules
The agent will
- Offer only genuinely open slots
- Respect buffers and working hours on the rep's calendar
- Book only when your qualification rules allow it
The agent will not
- Overwrite or move existing meetings
- Book a prospect who hasn't agreed to a time
- Share one rep's calendar details with a prospect
Questions
Meeting Booking, answered.
What if no slot works for the prospect?
The agent can offer a wider range, book with another rep in the same pool, or schedule a callback to find a time.
Can prospects reschedule?
Yes. The confirmation includes a way to reschedule, and changes are reflected on the rep's calendar and in the CRM.
Next in queue
Put your next lead list in the queue.
Sign up and we'll set up your first campaign with you: calling windows, qualification criteria, and an objection playbook in your own words.
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