How to send a booking link
Updated Nov 4, 20261 min read
Everyone at the firm
To get someone to pick a consultation time, send them a booking link from their lead's page or when you add them as a lead. They get an email and pick a time on your booking page.
Before you start
- Your firm's consultation hours must be saved. Until they are, the option to send a booking link is greyed out. Once you set your consultation hours, you can send one.
- The lead needs an email address.
Send a booking link from a lead's page
You can send one when the lead's status is New Lead, or Intake Complete with no consultation booked.
- Open the lead's page.
- Select Send booking link.
- Select Send to confirm.
Send a booking link when you add a lead
- Select Add lead.
- Enter their details, including their email address.
- Under "How do you want to start?", choose Send a booking link.
- Select Add lead and send booking link.
Check it was sent
Once it's sent, "Booking link sent" shows in Activity on the lead's page.
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