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Appointments · Services

Let the client pick the slot. On your calendar, not in your inbox.

From the booking to the opportunity, in five steps.

The client books

From a link in your email signature, your website, or a WhatsApp reply. They see real availability, pick a slot, answer the two questions you ask, and it is done.

From the booking to the opportunity, in five steps.

  1. From a link in your email signature, your website, or a WhatsApp reply. They see real availability, pick a slot, answer the two questions you ask, and it is done.

  2. Yours, theirs, and the team's, with the meeting link if it is remote and the address if it is not. Google and Microsoft calendars stay in sync both ways.

  3. The day before by email, the morning of by SMS or WhatsApp, in your words, with the address or the link. The no-show rate is a number you watch go down.

  4. The host has the client's record open: the project, the last ticket, the quote in progress. Notes go on the record, not in a notebook.

  5. A discovery call becomes an opportunity in CRM. A survey becomes a quote. A support call becomes a ticket, or closes one. The booking's answers are on it.

What a booking needs.

What gets booked, who hosts it and what the form asks are yours to set.

See it on your own data

A page per thing you book

The survey, the walkthrough, the support call: each with its own length, host, questions and availability.

Real availability

Read from the host's calendar and from Planning, so a slot is never offered on a site visit or a day off.

Round-robin or a named host

The next available technician, or the account owner: your rule.

Questions on the form

The two things you need before the meeting, on the booking, on the record.

Reschedule and cancel by the client

From the confirmation, without a call, and the calendar follows.

Video or on site

A meeting link created for a remote call; an address and a route for a visit.

A booking page for a showroom, a booking page for a practice.

What adapts: what is booked (a visit, a call, a slot with a named person), who hosts it (round-robin or one person), what the form asks, where availability comes from, and what the booking becomes.

See it on your own data

A showroom

The booking is a walkthrough with the next available advisor, 45 minutes, on site, with two questions (what are you furnishing, when do you need it), and it becomes an opportunity in CRM with the answers on it.

A practice

The booking is a session with a named practitioner, 30 or 60 minutes, remote or in person, with an intake form and a cancellation rule, and it becomes an appointment on the client's record with the notes from the session.

What a booking becomes.

A booking is the first record of something. Here is what it turns into.

Book a demo

The discovery call becomes the opportunity

With the answers the client gave on the form already on it, and the owner already assigned.

The survey becomes the quote

The survey becomes the quote

The site survey's booking, its notes and its photos are on the quote that follows.

The support call closes the ticket

The support call closes the ticket

A call booked from a ticket is on the ticket, and closing one closes the other.

The slot came from Planning

The slot came from Planning

The host's real availability, including site visits and leave.

The discovery call becomes the opportunity

With the answers the client gave on the form already on it, and the owner already assigned.

Book a demo

This is the schedule.

Every booking this week, by host: who is meeting whom, what for, where, and which ones were rescheduled. The no-show rate for the month in the corner.

See it with your own calendar

The discovery call becomes the opportunity.

Customer Relationship Maximized

See CRM

One assistant answer about a sales pipeline

One assistant answer about a sales pipeline, with its reasoning collapsed above it, on top of the earlier exchanges.

A board of deals across pipeline stages

A board of deals across pipeline stages, each record's properties editable in place.

A history of completed meetings

A history of completed meetings, workshops and client discussions with their past time slots.

One onboarding workshop with its account

One onboarding workshop with its account, owner, schedule and status.

CRM

Customer Relationship Maximized

See CRM

The booking tool you would otherwise buy ends at the calendar.

  • The client picks a slot

    Email back and forth
    No
    A booking tool
    Yes
    A suite module
    Yes
    Enobase
    Yes

  • Availability includes site visits and leave

    Email back and forth
    No
    A booking tool
    Calendar only
    A suite module
    Calendar only
    Enobase
    Yes, from Planning and Time Off

  • Reminders in your words

    Email back and forth
    Manual
    A booking tool
    Yes
    A suite module
    Yes
    Enobase
    Yes, email, SMS, WhatsApp

  • The host sees the client's record

    Email back and forth
    No
    A booking tool
    No
    A suite module
    Partly
    Enobase
    Yes, project, tickets, quotes

  • The booking becomes an opportunity or a quote

    Email back and forth
    Copied
    A booking tool
    Via a connector
    A suite module
    Sometimes
    Enobase
    Yes, with the form's answers

  • Time to live

    Email back and forth
    Now
    A booking tool
    A day
    A suite module
    Weeks
    Enobase
    A day
What you needEmail back and forthA booking toolA suite moduleEnobase
The client picks a slotNoYesYesYes
Availability includes site visits and leaveNoCalendar onlyCalendar onlyYes, from Planning and Time Off
Reminders in your wordsManualYesYesYes, email, SMS, WhatsApp
The host sees the client's recordNoNoPartlyYes, project, tickets, quotes
The booking becomes an opportunity or a quoteCopiedVia a connectorSometimesYes, with the form's answers
Time to liveNowA dayWeeksA day

Questions about Appointments

Yes. On its own it is booking pages, calendar sync and reminders. Connect Planning and the availability includes site visits and leave; connect CRM and a discovery call becomes an opportunity.

CRMCustomer Relationship MaximizedExploreHelpdeskAI-native HelpdeskExplorePlanningSmart planning. No surprises.Explore

See Enobase on your own calendar.

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© 2025 Enobase, Inc. All rights reserved.

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  • GitHub
marketing/widget-booking-types
kind: record, sticker; three booking types with duration and host
Open asset editor
marketing/widget-availability-lane
with Mathilde's Thursday, bookable gaps in green
Open asset editor
marketing/widget-host-rule
kind: record, sticker; "Site survey: next available of Karim, Thomas" with the current pick
Open asset editor
marketing/widget-booking-form
kind: record, sticker; two fields and a note
Open asset editor
marketing/widget-status-roll
with "26 Sep 14:00 → 27 Sep 10:30, rescheduled by Léa Dumont"
Open asset editor
marketing/widget-connected-tools
with Google Meet, Microsoft Teams, On site
Open asset editor
marketing/widget-case-card
widget: marketing/widget-case-showroom reuse: marketing/widget-case-card family: widget kind: record frame: sticker subject: one business's version of the unit of work, its own fields visible move: the fields that differ from the other case landing last, marked neighbour: widget-case-card · reused; the content is this case content: Showroom · Booking type: Showroom walkthrough · 45 min · Host: next available of 3 advisors · Place: on site · Questions: 2 · Availability: Planning + calendars · Becomes: CRM opportunity · marked fields: Round-robin host, Becomes opportunity props: the business label, the object, the marked fields not: a filled operational record; this is the shape one business gave it static: yes
Open asset editor
marketing/widget-case-card
widget: marketing/widget-case-practice reuse: marketing/widget-case-card family: widget kind: record frame: sticker subject: one business's version of the unit of work, its own fields visible move: the fields that differ from the other case landing last, marked neighbour: widget-case-card · reused; the content is this case content: Practice · Booking type: Session · 30 or 60 min · Host: named practitioner · Place: remote (link) or in person · Intake form: 5 questions · Cancellation: 24 h · Becomes: client record entry with session notes · marked fields: Named host, Intake form, Cancellation rule props: the business label, the object, the marked fields not: a filled operational record; this is the shape one business gave it static: yes
Open asset editor
marketing/widget-booking-to-opportunity
widget: marketing/widget-booking-to-opportunity (as S2, `static: yes`)
Open asset editor
marketing/widget-quote-drafted
with "DEV-2026-0219 from Site survey, 18 Sep"
Open asset editor
marketing/widget-activity-list
with "Call booked 24 Sep · Call held · Ticket closed"
Open asset editor
marketing/widget-availability-lane
S3, `static: yes`
Open asset editor
marketing/screen-appointments-schedule
screen: marketing/screen-appointments-schedule family: screen view: calendar nav: Inbox, AI Assistant, Dashboards, Quotes, Projects, Planning, Timesheets, Interventions, Tickets, Invoices, Bookings (active) subject: the week's bookings by host with type, client and place content: week 39; columns Mathilde Renard, Karim Haddad, Thomas Peeters; bookings: Showroom walkthrough Atelier Nord Thu 14:00, Discovery call Delaunay Group Wed 11:00, Site survey Delcourt & Fils Tue 09:00 (rescheduled chip), Support call Studio Ferrand Fri 10:00; corner figure "No-shows, September: 2 of 41" neighbour: screen-planning-day · same calendar grammar; bookings instead of assignments
Open asset editor
marketing/asset-ai-answer
Adapt the widget for CRM: One assistant answer about a sales pipeline, with its reasoning collapsed above it, on top of the earlier exchanges.
Open asset editor
marketing/asset-deal-pipeline
Adapt the widget for CRM: A board of deals across pipeline stages, each record's properties editable in place.
Open asset editor
marketing/asset-history-work
Adapt the widget for CRM: A history of completed meetings, workshops and client discussions with their past time slots.
Open asset editor
marketing/widget-experience-detail
Adapt the widget for CRM: One onboarding workshop with its account, owner, schedule and status.
Open asset editor

© 2026 Enobase, Inc. All rights reserved.

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