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Calendar, bookings and video calls

Calendar, bookings and video calls brings your team's agenda, your client appointments and the video link together. It also arrives full on day one: tasks falling due, projects starting and invoices waiting to be paid appear on the calendar without anyone copying them over.

  • Six kinds of event, guests inside and outside
  • Clients book a time without creating an account
  • Video with Jitsi, Zoom, Google Meet or Teams
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app.agentticcrm.com/app/calendar
Sample screen with fictitious data.

What lives on the calendar

  • Six kinds of event

    Meeting, call, appointment, reminder, focus block and a free kind for everything else. Each event keeps its time, its time zone and the client or the work it belongs to.

  • The dates from the rest of your work

    Tasks falling due, projects starting or finishing, proposals expiring, invoices to collect and the reminders on clients and tickets. Drag one of those to another day and the date changes in the task, project or invoice it belongs to as well.

  • Guests from inside and outside

    Invite your team, your clients' contacts and any email address. The invitation records whether they accepted, said maybe or cannot make it, and what time they answered.

  • Rooms, equipment and vehicles

    Register what your team shares: rooms, desks, equipment and vehicles. Two people cannot end up with the same one at the same hour, not even booking in the same second.

  • Reminders that land on time

    You choose how many minutes ahead the notice goes out and whether it arrives by email or inside the platform. Each attendee can have their own.

  • Private stays private

    An event marked private holds its slot so nobody books over you, but its content is not shown to anyone else.

  • Invitations received by email

    Calendar invitations arriving in connected email can be added to your calendar. Later updates and cancellations from the organizer are reflected in that event.

You invite people to a meeting and see who confirms

Your team gets the invitation inside the platform. Your clients' contacts and any outside address get a real email, with the file to add the appointment to their own agenda and a button to answer.

They answer in one click and without creating an account: yes, maybe or no. The answer shows on the event next to the time they gave it. If you move or cancel it, they are told and the event keeps its history.

You can also ask your connected ChatGPT or Claude. Before proposing a time it checks your calendar, so it does not book you on top of another meeting, and if it cancels later, every guest is told.

Let people book a time with you

Each person on your team publishes their own booking page, with its own link.

  1. Publish your page

    It comes out with your organization's name and yours, and you share it wherever you like: your email signature, your website or a message.

  2. Set your hours

    Define the hours you are free on each weekday, plus the exceptions for a specific date, in your own time zone.

  3. Create your meeting types

    Duration, buffers before and after, minimum notice, how many you take per day, week or month, and the questions you want answered first.

  4. The visitor picks a slot

    They only see the hours that are still free, in their own time zone, and leave their name, their email and their answers.

  5. The appointment lands on your calendar

    With its video link when the meeting type calls for one. The guest can move it or cancel it from their own private link.

What you tune on a booking page

  • 365days ahead, at most, that a slot can be taken
  • 20questions you can ask before accepting the appointment
  • 5ways to create the video call, ours included

The video call comes out of the same event

You choose how the room is created: ours, which works without signing up for anything and lets a guest in without an account; your Zoom, Google Meet or Microsoft Teams by connecting the account you already pay for; or a link you paste yourself.

Each person can keep one fixed room, always the same, for everyday meetings.

Frequently asked questions

Do my clients need an account?

No. They answer an invitation, book a time, move it or cancel it from a private link, without signing up for anything.

Can I review a booking before accepting it?

Yes. Mark the meeting type as one that needs confirmation and the appointment waits until you approve it. If nobody looks at it within 24 hours, the slot frees up again.

What if two people book the same room?

It cannot happen. The second booking is refused on the spot, even when both arrive at once.

Does my client see my whole agenda?

No. In the client portal they only see the appointments you invited them to, with the time in their own zone. The rest of your week is not visible from there.

The calendar fills up with

See AgentticCRM working with your team's day-to-day

Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.

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