Book the kickoff.
While the client is already here.
Bring your booking tool into the onboarding flow. After sharing their details and signing the agreement, your client can choose a time with your team.
Keep the scheduler you already use.
Add your Calendly, Cal.com, Google Calendar, or other booking link. Keep your availability in your booking tool and bring it into the client journey.
Choose how the booking opens.
Use a booking link or custom embed. Your calendar appears inside the flow when supported, or opens in a new tab so your client can still book easily.
Ask the questions before the call.
Put intake and file requests before scheduling. Your team arrives with the brief, so the meeting can focus on the work.
Use it beyond the first meeting.
Send another flow for a review or follow-up session. Collect your client’s latest priorities and book the next conversation in the same place.
Client onboarding
Does this replace my calendar tool?+
No. It brings your existing booking tool into the flow, so you can keep using the availability and settings you already have.
What if my booking page cannot be embedded?+
Use a booking button. Your client can open the calendar in another tab and book there.
