Overview

Booking Calendars in Cleave CRM let prospects and clients book time with you without back-and-forth emails. Connect your Google or Microsoft 365 calendar, share a link or embed a widget on your site/forms, and Cleave will show only your real availability, collect contact info, and create events automatically. You stay in control with no-book times, “look busy” options, and custom-branded links like booking.yourdomain.com/joes-calendar.

Goals

• Make it effortless for people to book time with you

• Sync with Google and Microsoft 365 to avoid double-booking

• Capture contact data directly into Cleave CRM

• Allow full control over availability, buffers, and booking limits

• Support custom branded booking URLs for a professional experience

Core concepts

Booking Calendar

A shareable booking page or embed where people pick a time. Each calendar has:

• Connected calendar (Google / Microsoft 365)

• Meeting types (15-min intro, 30-min demo, etc.)

• Availability rules (days, hours, time zone)

• Booking rules (notice, buffers, daily limits)

• Branding and URL (logo, color, custom path/domain)

Meeting Types

Each type defines:

• Duration and location (phone, Zoom/Teams, in-person)

• Time windows when it can be booked

• Fields/questions to collect from the person booking

Custom Branding & Domains

• Customize logo, accent color, and greeting text

• Support for branded links like booking.yourdomain.com/joes-calendar

• Clean, mobile-friendly booking pages

What you’ll be able to do

1. Connect calendars

• Connect Google and/or Microsoft 365

• Choose which calendars block availability and where new bookings are created

2. Control availability

• Set which days and times are bookable

• Add buffer times before/after meetings

• Define “no book” blocks (e.g. lunches, deep-work time)

• Use “look busy” options like daily booking limits or maximum meetings per day

• Pause bookings temporarily for vacation or overload

3. Share and embed

• Share personal booking links in email, SMS, signatures, and chat

• Embed booking widgets on websites, landing pages, and blogs

• Combine with Cleave forms (e.g. form → booking page) to gather extra info

4. Capture contact info into Cleave CRM

• Collect name, email, phone, company, and custom fields

• Automatically create or update contacts in Cleave CRM

• Optionally attach bookings to companies or deals

• Trigger automations (reminders, follow-up tasks, nurture sequences)

5. Confirmations and reminders

• Send automatic confirmation emails to host and guest

• Configure reminder timing (e.g. 24 hours and 1 hour before)

• Include meeting links and instructions

Future enhancements (post-MVP)

• Group events and multi-attendee bookings

• Round-robin and team-based calendars

• Deeper routing logic (e.g. different calendars for new vs existing clients)

• Analytics on bookings, no-shows, and conversion rates

In plain terms

This feature gives you a Calendly-style scheduler built directly into Cleave CRM. People pick a time that works, you stay in control of when you’re available, and every booking flows straight into your calendar and CRM with the right data and automations attached.