Calendar Booking

Calendar Booking connects your availability to your AI-powered sequences. Define when you are free, and the AI will automatically propose meeting times to interested prospects, then confirm the booking when they pick a slot — no back-and-forth emails required.

Getting There

Navigate to Sidebar > Calendar (/calendar/). Calendar Booking requires the calendar_access subscription permission. From the calendar dashboard you can view bookings, manage availability, and see your weekly schedule.

How It Works

1. Set your availability. Go to Calendar > Availability (/calendar/availability/) and configure your weekly windows — the days and hours you are available for meetings.
2. Configure slot settings. Set your slot duration (e.g., 30 minutes), buffer time between meetings, maximum advance booking period, and minimum notice required before a meeting.
3. Add date overrides. Block out specific dates when you are unavailable (holidays, travel days) so the AI never proposes those times.
4. Enable calendar on an AI step. In your sequence, toggle "Calendar" on the AI Response Analyzer step and set the maximum number of time slots to propose.
5. Cycle 1 — AI proposes times. When a prospect sends a positive reply, the AI includes your available time slots in its response and creates a booking with "proposed" status.
6. Cycle 2 — AI confirms the booking. When the prospect replies with their preferred time, the AI matches their selection, confirms the booking, creates a CRM meeting, and sends a confirmation email.

Key Features

• Weekly availability windows — Define different hours for each day of the week. Support for multiple windows per day (e.g., morning and afternoon blocks).
• Date overrides — Block specific dates to prevent bookings on holidays, vacations, or busy days without changing your weekly schedule.
• Smart slot generation — Available slots are calculated in real time, subtracting existing bookings and CRM meetings to prevent double-booking.
• Two-cycle AI flow — Cycle 1 proposes times; Cycle 2 analyzes the prospect's reply to confirm, offer alternatives, or handle a decline.
• Booking statuses — Track each booking through its lifecycle: proposed, confirmed, completed, cancelled, or no_show.
• Calendly-style dashboard — Weekly grid view with teal availability blocks, event cards for confirmed and proposed bookings, and a red "now" line.
• CRM meeting integration — Confirmed bookings automatically create a CRM meeting linked to the lead, visible in both the calendar and CRM dashboards.

Tips & Best Practices

• Set a minimum notice of at least 2 hours to avoid same-day surprises. 24 hours works well for most B2B sales workflows.
• Add 10-15 minutes of buffer time between meetings to avoid back-to-back calls and give yourself time to prepare.
• Propose 3-5 time slots for the best conversion rate. Too few limits the prospect's choice; too many makes the email overwhelming.
• Review your calendar dashboard at the start of each week. Mark completed meetings and cancel no-shows to keep your data accurate.
• If prospects are in different time zones, mention your timezone in your AI system prompt so the AI can include it when proposing times.