How do I share a booking link, and what happens when someone books?
Let people pick a time on your calendar. Each booking adds them as a contact and an opportunity.
Open Bookings in the sidebar (under Marketing) and go to the Event Types tab. Create one or more event types, such as a 30-minute intro call or a 60-minute site visit, then use Copy link on the one you want to share. Set your availability and meeting location from Booking settings (the gear at the top of the page).
Drop the link into your email signature, your website, or a text message. When someone books a slot:
- The meeting lands on your calendar.
- The person is added as a contact, or matched to an existing contact with the same email.
- A new opportunity is created for them in the first stage of your default opportunity pipeline. You're set as the sales rep, the appointment time is filled in, and the lead source reads Online Booking (or Website if they booked from a booking widget on your site).
- Confirmation emails go out to both of you.
If they reschedule, the same opportunity moves to the new time; a second one is not created.
Every booking shows on the Meetings tab. If a past booking isn't linked to a contact, choose Add to CRM from its menu to create the contact and opportunity.
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