Scheduling
Your customers book on their own, no back-and-forth messages.
If your team spends the morning juggling time slots on WhatsApp, that's over: share your link, your customer picks a time and the meeting lands in your calendar with reminders. From your website, from WhatsApp or with an AI agent that books for you at any hour.
No card required · Try everything, no limits
What you tell us
Every appointment booked by hand is an appointment you can lose.
“Customers get confused about the day and time,” “three people answer booking requests,” “we collect deposits by hand.” That's what you tell us in our meetings, and this is how Clientify scheduling solves it.
Booking
Your customer picks the slot. You don't write a single message.
What we hear“Customers get confused about the day and time, and we lose appointments.”
Create your booking page in Sales → Scheduling: duration, online with Google Meet or Zoom or in person, buffer between meetings and minimum notice. Your customer sees the slots in their own time zone and gets the confirmation and reminders.
- In their time zone
Each customer sees times in their own.
- Reminders
So nobody forgets the appointment.
- Holidays blocked
And the buffer between meetings is up to you.
Times in your time zone · Europe/Madrid
One-to-one
- Duration
- 30 min
- Between meetings
- 15 min
- Minimum notice
- 4 h
Thursday 13 · 10:30
Confirmation and reminders for your customer, and the meeting logged in the CRM.
The link, right inside the conversation.
What we hear“We book appointments by hand on WhatsApp, and every change means starting over.”
From the Clientify inbox, with the + button and “Load calendar,” you send your booking link without leaving the chat. And you can add the meeting link to your WhatsApp templates.
- “Load calendar”
From the conversation itself in the inbox.
- In your templates
The meeting link goes in the WhatsApp template.
- Logged in the CRM
Who and when, with no manual notes.
+ → Load calendar
You send your booking page without leaving the chat.
Thursday 13 · 10:30
- Contact
- Marta Gil
- Type
- First visit
AI agent
An agent that books, reschedules and cancels at any hour.
What we hear“We have three people answering booking requests by hand all day.”
With the meeting block in the chatbot builder, your AI agent asks for the name, email and availability and books on the calendar you choose: a specific one, the contact owner's, or the one of whoever is handling the conversation. It also reschedules and cancels, 24/7.
- 24/7
Nights and weekends too.
- On the right calendar
A fixed one, the owner's or the conversation's.
- Reschedules and cancels
With nobody on the team stepping in.
Books 24/7
- Asks for
- Name, email and availability
- Assigns
- Contact owner
Team
Share meetings out and keep them next to the sale.
What we hear“Calendars live in one place and the sales process in another.”
Choose the meeting type: one-to-one, Round Robin to distribute across the team, or group. Add a form with the fields you need and GDPR consent, and every meeting is logged in the CRM.
- Round Robin
Meetings are shared out across your team.
- Form with GDPR
The extra fields you need and the consent.
- Log of every meeting
Who, when and with whom, in the CRM.
The meeting is logged in the CRM. With its form and consent.
Pablo's turn
- Team
- 3 sales reps
- Next
- Laura
Get paid
The deposit, paid at booking.
What we hear“We collect deposits by hand and always have to chase someone.”
Add payment methods to your booking link, PayPal among them, and your customer pays in the same step where they pick the slot.
- Payment in the link
With PayPal among the methods.
- Booking and payment, together
In the same step.
- Everything in view
The booking, logged in the CRM.
20 € deposit at booking · PayPal
In your link
- PayPal
- Active
- Deposit
- 20 €
Thursday 13 · 10:30
Booking and payment, in the same step.
Also included
Your booking page, your way.
What people ask for most in meetings: a professional look that works for every type of appointment.
Your booking page with your branding.
An easy-to-remember address for each meeting type.
For meetings that repeat.
Each customer sees slots in their own.
What it costs
One price per seat, with unlimited users.
Bookings come with your CRM, with no separate scheduling subscription.
From € / $39 a month per seat billed annually, or € / $65 month to month. With unlimited users and contacts.
See pricing →No separate booking tool: appointments are logged against the contact.
If an AI agent books for you, it uses credits from your AI credits plan (from € / $30 a month for 3,000), and you see how many before you use it.
Your plan
From 39 € / $ a month
- Annual billing€ / $39 per seat
- Month to month€ / $65 per seat
- UsersUnlimited
- ContactsUnlimited
Per-seat license. AI credits only if an AI agent books for you.
Connect with
Your meetings, with the tools you already use.
Video calls, payments and channels: it all runs from the same CRM.
Getting started
Your first booking link, today.
No long training: your customer just picks the slot.
- 1Create your meeting type
Duration, format and slots, in Sales → Scheduling.
- 2Share the link
On your website, your email or from the WhatsApp inbox.
- 3Add the agent if you want
With the meeting block, it books for you 24/7.
Before you decide
What people ask us before taking the step.
The questions that come up most in our sales meetings, with the short answer.
“My team will need training”
You create a meeting type with a few fields and share it with a link. Your customer just picks the slot.
“I'm worried about overlapping bookings”
Your customer sees the available slots, with the buffer between meetings and the minimum notice you set.
“I want the bot to know when there's a free slot”
It asks for availability and books on the calendar you choose: a specific one, the contact owner's or the conversation's.
“I want appointments tied to the sale”
Every meeting is logged in the CRM, with its form and consent.
“We charge a deposit at booking”
You add payment methods to the link, PayPal among them, and payment happens at booking.
“Appointments come to us through WhatsApp”
You send the link from the inbox with “Load calendar” or let the AI agent book inside the conversation.
FAQ
What people usually ask us before getting started.
What meeting types can I create?
One-to-one, Round Robin to share across the team, and group.
Does it work with video calls?
Yes: online with Google Meet or Zoom, or in person.
Does it work with Outlook?
Yes: you connect your Microsoft calendar (Outlook, Office 365 or Exchange) or your Google one, one per user, and the meetings you create in Clientify show up there.
Can I ask for details before the meeting?
Yes, with a form with extra fields and GDPR consent.
Can I try it for free?
Yes. Try Clientify for free and create your first meeting type.
Start today
Never hear “what time was it again?” again.
Try Clientify for free, share your booking link and let your calendar fill itself.
No card required · Everything open from day one