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Platform

CRM & custom entitiesContacts, records, tags and relationshipsDocuments & e-signaturesTemplates, workflows, legally binding signing

Operations

Automations46 triggers, 25 actions, one canvasSchedulerBooking pages with calendar syncForms19 field types, straight into the CRM

Money

Invoicing & paymentsDeposits, instalments, auto-pay

Your platform

White-label & subaccountsYour brand, client workspaces, agency billingAPI & webhooksScoped tokens, signed events
Knowledge baseGuides and answers for every workflowChangelogEverything shipped, newest firstRoadmapWhat's building and what's nextFAQsPricing, white-label, money and dataSupportHow to reach us and when we answer
PricingBlog
CRM & custom entitiesContacts, records, tags and relationshipsDocuments & e-signaturesTemplates, workflows, legally binding signingAutomations46 triggers, 25 actions, one canvasSchedulerBooking pages with calendar syncForms19 field types, straight into the CRMInvoicing & paymentsDeposits, instalments, auto-payWhite-label & subaccountsYour brand, client workspaces, agency billingAPI & webhooksScoped tokens, signed events
Knowledge baseGuides and answers for every workflowChangelogEverything shipped, newest firstRoadmapWhat's building and what's nextFAQsPricing, white-label, money and dataSupportHow to reach us and when we answer
PricingBlog
Help centerScheduling

8 guides

Scheduling

Appointment scheduling, booking pages, availability, calendar sync, and team assignment.

Scheduling OverviewWhat the scheduler does, how booking pages work, and the key concepts.Creating & Configuring SchedulersHow to create a scheduler, set duration, buffers, limits, and availability windows.Managing BookingsHow to view, confirm, cancel, reschedule, and export bookings.Public Booking Page & EmbeddingHow the guest-facing booking page works, sharing links, and embedding on your website.Google Calendar IntegrationConnecting Google Calendar, two-way sync, and conflict detection.Notifications & RemindersEmail notifications for bookings, automated reminders, and follow-ups.Team Assignment & Round RobinAssigning bookings to team members and round-robin distribution.Scheduler & AutomationsUsing booking triggers, conditions, and actions in automations.
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Flat price. No usage charges. Ever.

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