Schedule & Booking

Schedule & Booking

Booking Pages#

Create public booking pages that let prospects and customers schedule meetings with you. Each booking page can be customized with:

  • Available time slots and duration options
  • Buffer time between meetings
  • Custom questions and form fields
  • Meeting type (phone, video, in-person)
  • Confirmation and reminder emails

Calendar Sync#

AutomateNexus integrates with external calendars through two-way sync:

  • Google Calendar — Sync events bidirectionally so availability is always accurate
  • Outlook/Office 365 — Connect your Microsoft calendar for seamless scheduling

Two-way sync ensures that meetings booked in AutomateNexus appear on your external calendar, and events from your external calendar block availability on your booking pages.

Appointment Management#

From the Schedule page you can:

  • View all upcoming appointments in a calendar or list view
  • Reschedule or cancel appointments
  • Send reminders to attendees
  • View meeting details and preparation notes

Automated Reminders#

Configure automatic reminder emails sent before meetings:

  • 24-hour reminder with meeting details
  • 1-hour reminder with join link
  • Post-meeting follow-up email

Share your booking link via email, your website, or social media. When a prospect books a meeting:

  1. A contact record is created if one does not exist
  2. The meeting appears on both calendars
  3. An activity is logged on the contact timeline
  4. The assigned rep receives a notification

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