Let customers book meetings with a link
Create a meeting, set its days and times, and share the link — booked slots disappear automatically. Available on the Growth and Agency plans.
1. Create a meeting
Open Meetings → New meeting. Give it a name (for example “Product demo”), the length, and where it happens. Each meeting gets its own link.
2. Choose the days, times and slots
Tick the days you're available and set the time ranges. Slots are created from these ranges using the meeting length — for 10:00 AM–1:00 PM with 30-minute meetings you get six slots. You can also set a gap between meetings, how many people can take one slot, a daily limit, and days off.
3. Share the link
Copy the link from the Meeting types tab and send it on WhatsApp, Instagram or your website. The customer picks a date and a free time, then enters their name and 10-digit mobile number.
4. It lands on the lead
If the number already belongs to a lead, the meeting is attached to that lead. Otherwise a new lead is created. Either way it appears in the lead's Meetings and timeline, in Follow-ups, and you get a notification.
Confirm on WhatsApp
If WATI is connected, tick “Send a WhatsApp confirmation when someone books” in the meeting's settings and choose one of your approved templates. For each variable in the template, pick what it should show — the customer's name, the date, the time, where it is, and more — and check the preview. The message goes out the moment they book.
Cancelling
Customers can cancel from their booking page. You can cancel or mark a meeting as held or missed from the Meetings screen. A cancelled slot becomes available again.
Still stuck? Send us a message and we'll help.