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Meetings & scheduling

Meetings, calls and booking, built in

Schedule meetings with auto-generated Google Meet or Zoom links, run phone consults from a built-in Twilio softphone with AI-summarized recordings, charge for paid meetings or comp them, and let clients self-book on your public branded page. Every meeting ties back to the client and project in your communications.

Replaces

Calendly Calendly TidyCal Acuity
Bright Mug.

Consultation

30 Min · EDT

Pick a day

Mon

22

Jun

Tue

23

Jun

Wed

24

Jun

Thu

25

Jun

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26

Jun

Mon

29

Jun

Tue

30

Jun

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1

Jul

Thu

2

Jul

Available times

Pick a day to see times.

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Meetings & scheduling

Google Meet or Zoom

Connect both; new meetings auto-generate a join link from your preferred provider.

Schedule meeting×

Title

Discovery call

Meeting with

Client Lead Someone else

Provider

Google Meet Zoom

Join link (auto)

Generated on save

Attendee

Jordan Blake
CloseSchedule
Meetings & scheduling

Meetings hub & reminders

Upcoming and past meetings in one hub, with automatic email and SMS reminders so no one no-shows.

Meetings

Schedule meetings, share Meet/Zoom links, and remind everyone automatically.

+ Schedule meeting
UpcomingPast

Today, Jun 24

11:00 AM

12:00 PM

Discovery call

Jordan Blake

Meet Join

2:30 PM

3:00 PM

Design review

Avery Stone

Zoom Join

4:00 PM

4:30 PM

Care plan check-in

Sam Patel

Phone Join

✓ Email + SMS reminders sent automatically

Meetings & scheduling

Phone consults via softphone

Call clients straight from your dashboard through your Twilio softphone; recordings can be transcribed and AI-summarized, and AI can schedule or act on follow-ups.

JB

Jordan Blake

Calling… via Twilio

AI call summary

Jordan wants a new Shopify store for ~30 candle products and asked for a quote and timeline. Prefers a mid-July launch.

Create follow-up taskDraft quoteSchedule meeting
And more

Everything meetings & scheduling should do

Public branded booking page

A Calendly-style public page on your domain with your availability, meeting types and branding.

Paid or comp meetings

Charge for consultations or comp them in a variety of ways, tied to billing.

One calendar for everything

Meetings, project dates, invoices and recurring bills all on one color-coded calendar.

AI transcripts & actions

Turn call recordings into transcripts and let AI summarize, schedule or trigger follow-up actions.

Tied to client & project

Every meeting and call attaches to the client and project in your collaborative communications.

Frequently asked

Google Meet or Zoom?
Both. Connect each, pick your preferred provider, and join links auto-generate on every scheduled meeting.
Can clients self-book?
Yes. A Calendly-style public booking page on your domain respects your availability, books the meeting and emails the invite.
Can I charge for meetings?
Yes. Run paid consultations or comp them in a variety of ways, all tied to billing.
How do phone consults work?
Call clients from a built-in Twilio softphone in your dashboard. Recordings can be transcribed and AI-summarized, with AI able to schedule or trigger follow-up actions.
Are there reminders?
Yes. Email and SMS reminders go out automatically through your Twilio integration.
Does it tie to clients?
Yes. Every meeting and call attaches to the client and project in your collaborative communications.