Booking links: let prospects book time on your calendar

A booking link is a public page tied to your calendar — no login required, just a link. Send it in an email or paste it into a proposal, and a prospect picks an open slot based on your real availability. You can keep more than one link for different purposes, like a quick intro call versus a full review meeting.

A send-as identity (a shared mailbox your sequences can send from, set up under Settings → Email signature) can have a booking page of its own. It works like any other link, and the meeting still lands on the host's calendar, but the page and the confirmation and reminder emails carry the identity's name, logo and colour, and those emails come from the identity's address. Identity pages are managed from the identity, not from this page, and they never show up as one of your own links.

Each link has a Tag people who book setting. Pick one of your existing tags and everyone who books through that page gets it on their company and their contact record the moment the booking lands, so a page you put on a landing page or in a campaign marks where those people came from. Bookings taken before you picked the tag are not tagged after the fact. The same setting exists on a lead funnel (Automatically tag new leads), and both offer only tags that already exist: create the tag on a company or contact record, or under Settings → Tags, first.

1. 1
   Open Sales → Booking

   Create a link and give it a name — "Intro call," "SBR," whatever distinguishes it from any others you keep.
2. 2
   Choose meeting lengths

   Pick one or more durations (15, 30, 45, or 60 minutes) — the prospect selects from whichever you've enabled.
3. 3
   Set your weekly hours and buffers

   Define which hours on which days you're bookable, plus a buffer before and after each meeting and a minimum notice period so people can't book you five minutes from now.
4. 4
   Add intake questions (optional)

   Up to eight questions, each optionally required — useful for capturing what the prospect wants to talk about before the call happens. A question can also carry a list of answers: click Choices beside it, list up to twelve (one per line, up to 80 characters each), and the booking page shows a dropdown instead of a text box; the booking is refused if an answer is not one of them, and clearing the list turns the question back into free text. Whatever they answer comes back to you in the booking email, on your calendar invite, on the company timeline, and on the Booking page under the meeting, with each question in bold and the answer underneath.
5. 5
   Turn on reminders

   Current can email the prospect 24 hours and again 1 hour before the meeting.

Each link has a Copy button right on the Booking page — copy the URL and drop it wherever you'd share a scheduling link. There's a Preview button too, so you can see exactly what the prospect sees before you send it.

Your booking page also powers two email surfaces automatically: the {{booking_link}} merge tag in campaigns and sequences, and the "Book time with me" button in your email signature (Settings → Email signature). Both use your active link, so a recipient lands on the same page either way.

• ＋A calendar event is created on your Microsoft 365 calendar with the prospect added as an attendee — this needs your Calendar connection from Settings → My connections.
• ＋Current matches or creates the company and contact in the CRM, so the meeting shows up on a record you already have (or a fresh one, if this is a new prospect).
• ＋A meeting activity is logged on that company's timeline — if it's the first meeting your firm has ever had with them, that's flagged as a first appointment.
• ＋You get a notification that someone booked, and the email carries their name, their company, and their email address, so you can reply straight from your inbox without opening the record first. If your link asks intake questions, their answers are in that email too, and again in your reminders before the meeting.
• ＋If they later cancel from that link, the meeting comes off your calendar and you get a separate "Booking cancelled" email. That one goes out seven days a week, so a weekend cancellation reaches you before the meeting rather than on Monday.
• ＋The prospect gets a confirmation with a link to cancel or reschedule on their own, without needing to email you. It repeats back anything they told you, so they can catch a typo while there's still time.