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Appointment Scheduling

Let customers book time, on the record it belongs to.

CloudOffix appointment scheduling gives every user and team a booking page. Customers pick a free slot, the meeting lands in the calendar with its video link, and the booking stays linked to the deal or applicant it came from.

Meeting types

Booking pages that follow your rules

Availability

Working hours per day and time zone, with public holidays excluded.

Buffers and increments

Buffer time between meetings and start times every 5 to 60 minutes.

Durations and dates

Meeting length, description and an optional end date for each meeting type.

Team booking

Book a team collectively or spread meetings across the team with round robin.

Any channel

CloudOffix Connect, Microsoft Teams, Zoom, Google Meet, in person or by phone.

Reschedule links

Every booking gets its own reschedule link in the confirmation.

How it works

From link to meeting in three steps.

01

Share the link

Send your booking page, or share it from a lead, opportunity or applicant so the booking is linked to that record.

02

The customer books

The customer picks a free slot and adds guests. A contact is created if the person is new.

03

Everyone is invited

The meeting lands in the calendar with its video link, and the owner and guests receive invitations.

FAQ

Appointment scheduling questions

01

Can a team share one booking page?

Yes. Team meeting types book attendees collectively or assign meetings by round robin.

02

Which meeting channels are supported?

CloudOffix Connect, Microsoft Teams, Zoom, Google Meet, in-person and phone meetings.

03

Is the booking linked to the CRM?

Yes. Booking links shared from a lead, opportunity or applicant keep the meeting on that record.

Productivity Tools

Explore Productivity Tools

Stop the back-and-forth emails.

Book a demo and book a meeting with us through a CloudOffix booking page.