Automate your workflow and let customers schedule meetings directly into your calendar. No more back-and-forth emailing to set appointments. Read everything about scheduling here.


What

Let clients or leads book an appointment with you themselves based on time slots in your calendar that you choose, even when you're not online. Put a booking link on your website, set up different appointment types and have them immediately assigned to an available colleague. You keep control of your schedule and still maintain an open-door policy. Easy, efficient, but still approachable and customer-friendly.


An automatic booking link on your website is not just useful for your existing customers. It can easily transform your website into a lead magnet: potential customers can very easily contact you and schedule an appointment right away. So sit back, relax, and watch the deals pour in - you'll still have to do the actual work afterwards, of course....


Setup 

After you've activated and set up the Customer Meeting add-on in your Teamleader Focus account, automatically a Teamleader Focus integration is set up there. You can find this integration in Settings > Integrations > Active integrations > Teamleader Focus. 


All information entered while booking appointments with you or your team will be sent to your Teamleader Focus account. New contacts are created in Teamleader Focus when someone books an appointment for the first time. Read this article to discover everything about this integration.


To set up your booking pages you will have to follow a few steps, which can easily be done in our scheduling flow. Go to Scheduling to get started and click on Connect your calendar.


Connect your calendar


Start with connecting your calendar


Note: In the integration settings with Teamleader Focus, the check mark next to 'Create a calendar event through Teamleader Focus' is checked by default: this means that all bookings will be synced to your Teamleader Focus agenda by default.
You still have to connect your external calendar (Google, iCloud, Exchange,...) to your Teamleader Focus account though if you then want your Teamleader Focus appointments to be synced to that calendar.


Set up the calendar settings


  • Select the 'Calendars to check for availability' to avoid double bookings. You can check multiple calendars if necessary.
    • Important noteMake sure that the events in your external calendar have the status 'Busy' instead of 'Free'. Only then will those time slots be blocked from your availability, and clients won't be able to book an appointment during your 'busy' time slots. 
  • Choose a calendar in which events will be created to show in which calendar new appointments should be booked in


Add appointment types


To have an easy start with creating appointment types, you can select 1 to 3 appointment types in this step which will be created automatically for you. You can edit or delete these appointment types at any point or create new ones.


Check your booking page or finish the setup


Click on Check your booking page to see what the appointment type(s) look like or click on Finish to finish the setup and edit/add appointment types.


Create/edit appointment types


After finishing the onboarding steps, you can edit/create one or multiple appointment types for your personal and/or team booking page. This is different depending on your team role:



Only 1 team member


Team with multiple team members


Team admin: 


Non-admin: 


Customize your booking pages


Now that you've connected your calendar and created appointment types, it's time to brand your booking pages:

Let customers book appointments


Share your booking page with your customers now and let them book appointments. When they did, you'll find your appointments in Scheduling > Appointments on this page of the Customer Meeting add-on:



Or in Teamleader Focus, the appointment will be visible in your calendar:


NoteWhen a new client books an appointment with you, a new meeting room will be created. If they use the same email address in a later appointment, the same meeting room will be selected automatically.


Happy scheduling!