Business includes appointment and callback tools for teams that schedule customer conversations.
What customers can request
- A meeting or appointment time.
- A callback from your team.
- A preferred date or time window depending on your settings.
Setup checks
- Choose the responsible staff member or department.
- Review availability before making booking links public.
- Use clear confirmation messages so customers know what happens next.
- Check whether calendar integration is needed for your workflow.
Good practice
- Keep appointment types simple at first.
- Avoid offering time slots that staff cannot reliably cover.
- Record the outcome of the appointment in the customer, lead, or project record.
Good to know: Appointments are most useful when they are connected to follow-up tasks and customer records.