How calendaring works for your business.
Discovery, working-session, and steering-committee slots.
Consulting & Advisory
Discovery, working-session, and steering-committee slots.
Typical: 30 / 60 / 90 / 120 min (discovery, working session, steering committee, executive readout).
Named consultants — each partner, principal, or PM is bookable in parallel by practice area.
Customer appointment setting
- Client-side sponsor opens /book/your-firm, picks a meeting type (discovery, working session, steering committee), and states the workstream.
- They choose the consultant or practice lead by name — Procurement/Supply Chain, Program/Project Management, or M&A.
- Google free/busy respects on-site client days, travel, and blackout weeks.
- Confirmation plus 24-hour and 30-minute reminders go to every invited stakeholder.
Agent calendar management
- Booking Setup → set durations to your engagement rhythms and choose Named Resources, then add each consultant with their practice area.
- Every confirmed session syncs to Google Calendar with the client, workstream, and consultant in the title.
- Internal/external video sessions can be launched from the meeting — the recording is discarded and only the AI recap is saved to the account timeline.
- Click any event to open the account record with the deal, opportunity stage, and full engagement history.
Get started in 60 seconds
- Sign in to the App.
- Click 📅 Booking Setup in the top header.
- Enter your durations and pick a capacity mode.
- Share your public link:
/book/your-name
The engine (all verticals)
- Custom durations 5–480 min
- Single / Named / Anonymous capacity
- Google Calendar 2-way sync
- Auto confirmation + 24h + 30-min reminders
- Birthday & anniversary touches
- One-click decline with templated reply
Your booking flow just got a lot smarter.
Every calendar screen now has a pulsing mic — clients and staff can ask “what’s on my calendar Thursday?” or “book me at 3” without typing.
If a client’s birthday is within 30 days of their appointment, the confirmation quietly upsells a matching offer.
Drop a 15-second personal video into every booking confirmation — clients show up warmer, no-shows drop.
Post-visit emails include a smart “Book the same again” link that pre-fills service, staff, and duration.
Share links that prefill service or staff — /book/you?service=cut&staff=jordan&ref=CPC123 — perfect for social posts and referrals.
The final reminder now includes weather, parking notes you set once, and the Glide-In™ link (where applicable).
Ready to put your client work on autopilot?
Dictate, call, email, schedule, and store — every client touch in one place.