Appointment types and availability
Less manual coordination
FRICTIONLESS SCHEDULING
Calendars and Appointments
From interest to a confirmed meeting, with reminders and context.
We synchronize availability, meeting types, and assignment rules with the sales record.
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THE CHALLENGE
A clear process starts with understanding the problem.
Scattered links and schedule changes lead to duplicate appointments or appointments without background information.
SCI / CALENDARIOS
We synchronize availability, meeting types, and assignment rules with the sales record.
CAPABILITIES
Configure what your team actually needs.
Scope is defined during implementation and depends on authorized accounts and channels.
Confirmations and reminders
Better-prepared sales representatives
Assignment by team
Follow-up after the meeting
Attendance tracking
OPERATIONAL FLOW
From the signal to action.
A specific sequence for defining owners, controls and reports.
- 01Request
- 02Availability
- 03Booking
- 04Reminder
- 05Outcome
COMMERCIAL VISIBILITY
Your team sees what comes next.
The illustrative interface shows how the stages connect for calendars and appointments. Actual records and metrics depend on authorized information.
- Less manual coordination
- Better-prepared sales representatives
- Follow-up after the meeting
SCI / Calendars and Appointments
OverviewFlowTeamMetrics
CONCEPTUAL VIEW
Calendars and Appointments
From interest to a confirmed meeting, with reminders and context.
01Request
02Availability
03Booking
04Reminder
05Outcome
Components of this solution
Appointment types and availability
Confirmations and reminders
Assignment by team
Illustrative interface · No client data
APPLICATIONS
Two specific situations.
Configuration examples, without attributing undocumented results to clients.
Visits to a real estate development.
Stages, messages and responsibilities are adapted to the client's operation.
Sales assessment sessions.
Stages, messages and responsibilities are adapted to the client's operation.
POSSIBLE CONNECTIONS
Connect the work you already do.
Each integration is activated only after checking accounts, permissions, costs and provider compatibility.
See the integration architectureFREQUENTLY ASKED QUESTIONS
Before getting started.
Does it connect to my existing calendar?
Permissions, time zone, and availability are reviewed before synchronization is activated.
Can I offer appointments across a team?
Yes, with capacity and distribution rules agreed during implementation.
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