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πŸ“… CRM Feature Deep Dive

Schedule Everything. Automate It All.

Our scheduling system goes far beyond simple calendar bookings. Manage appointments, bulk contact actions, automated follow-ups, and team coordination - all from one place.

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Core Scheduling

More Than Just a Calendar

Everything you need to manage time, appointments, and contact actions at scale.

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Smart Calendar

Your central hub for all appointments, meetings, and scheduled tasks. Syncs with Google Calendar and Outlook. See everything in one view.

  • Day, week, and month views
  • Colour-coded by type/team member
  • Drag and drop rescheduling
  • Recurring appointment support
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Booking Links

Share your availability with a link. Clients book directly into your calendar. No back-and-forth.

  • Custom booking pages
  • Buffer times between meetings
  • Meeting type configurations
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Team Calendars

Round robin assignments, team availability, and resource allocation. Perfect for agencies and teams.

  • Round robin booking
  • Team member availability
  • Service assignments
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Smart Reminders

Automated SMS and email reminders. Reduce no-shows by up to 80%.

  • Multi-channel reminders
  • Custom timing sequences
  • Confirmation requests
Bulk Operations

Schedule Actions for Hundreds of Contacts

Import contacts, schedule follow-ups, and automate outreach at scale. Perfect for campaigns.

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CSV Bulk Upload

Import thousands of contacts with scheduled actions in one go.

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Upload your CSV

Names, emails, phone numbers, custom fields - map any data

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Schedule on import

Set follow-up dates, call times, or drip sequences during import

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Auto-dedupe

Automatically detect and handle duplicate contacts

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Validation rules

Clean data on import - format phone numbers, validate emails

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Bulk Contact Scheduling

Select contacts from your CRM and schedule actions for all of them at once.

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Multi-select contacts

Filter and select contacts by any criteria - tags, status, date, etc.

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Schedule bulk calls

Add 50 people to your call queue with scheduled callback times

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Staggered timing

Spread actions across days/hours to avoid overwhelming yourself

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Workflow triggers

Bulk schedule contacts into automated workflows

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Example Use Case

Upload a CSV of 500 event attendees. Schedule personalised follow-up emails to send 2 days after the event, staggered across the morning. Each contact gets added to a nurture sequence. All automated, all from one import.

Connected

Scheduling + Automation

The scheduler doesn't work alone. It's deeply integrated with workflows, pipelines, and campaigns.

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Workflow Triggers

Automatically add contacts to scheduled sequences based on their actions. Form submitted? Schedule a call for tomorrow.

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Pipeline Actions

When a deal moves stages, schedule follow-up tasks automatically. Never let a hot lead go cold.

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Campaign Timing

Schedule email and SMS campaigns with precision. Send at optimal times based on contact timezone.

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AI Suggested Times

Let AI analyse engagement patterns and suggest the best times to reach each contact.

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Call Queue

Build a scheduled call list. Click through contacts one by one with all their info ready.

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Task Management

Create and schedule tasks for yourself or team members. Set due dates and priorities.

Calendar Types

Calendars for Every Situation

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Personal Calendars

Your individual availability. Connect multiple calendars to show accurate free/busy status across all your commitments.

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Service Calendars

Different services with different durations and availability. Consultations, demos, installations - each with their own settings.

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Round Robin

Distribute bookings evenly across team members. Fair allocation, automatic assignment based on availability.

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Class Booking

For group sessions with capacity limits. Workshops, classes, events - with waitlist support.

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Collective

Book with multiple team members at once. Find times when everyone is available.

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Resource Booking

Book rooms, equipment, or any resource alongside appointments. No double-booking.

Availability

Total Control Over Your Time

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Working hours

Set different hours for different days

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Buffer times

Time before and after appointments

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Minimum notice

Prevent last-minute bookings

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Maximum advance

Limit how far ahead people can book

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Date overrides

Block holidays, special days

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Timezone handling

Automatic conversion for clients

09:00 - 12:00
12:00 - 13:00
13:00 - 17:00
17:00 - 09:00
Availability

Which Plans Include Scheduling?

All prices exclude VAT

Blaze

Β£19/mo
βœ— Calendar not included

Website hosting only. No scheduling features.

Ignite

Β£49/mo
βœ“ Full scheduler included

Personal calendars, booking links, reminders, basic bulk actions.

Inferno

Β£129/mo
βœ“ Everything + team features

Team calendars, round robin, CSV bulk import, advanced scheduling.

Ready to Take Control of Your Calendar?

Let us show you how the scheduler can transform how you manage appointments and contacts.