Booking calls and appointments

When your offer includes booking a call, Clients.ai runs the whole booking process for you — checking availability, sending confirmations and reminders, and letting the lead manage their own booking.

Real availability, no double-booking

Every time slot shown to a lead is checked against your set availability and your existing bookings before it's offered. If your Google Calendar is connected, open slots are also checked against your calendar's busy times, so a lead can't book over a meeting you already have.

Confirmation and reminders

As soon as someone books, they get an automatic confirmation email with a calendar file attached, so the call goes straight onto their calendar. Reminder emails go out on their own before the call — no need to send them yourself.

Self-serve reschedule and cancel

Every booking includes a private link the lead can use to reschedule or cancel it themselves, without needing to reach you first. A new time goes through the same availability and calendar checks.

Qualifying questions before someone can book

If you want to screen who gets time on your calendar, you can require a few quick questions before booking is allowed. If someone's answers raise a flag, they aren't turned away automatically — you get their answers by email and decide whether to let them book anyway.

Call-prep briefing

Before a booked call, Clients.ai can put together a short briefing for you based on the actual conversation that led to the booking — what the lead said they need, their context, and anything relevant from your offer. It shows up in your reminder email and inside your account, so you can walk into the call already knowing who you're talking to. This only gets created when there's a real conversation to draw from.