Calendars Overview

Sales Jumpstart Calendar: Your Guide to Smart, Automated Scheduling

Managing appointments is a key part of converting leads into booked projects—and with Sales Jumpstart, we’ve already done the heavy lifting for you. We’ve set up a suite of pre-built calendars designed to help you streamline scheduling and make every meeting count, whether it’s in-home, by phone, or in your showroom.
Let’s walk through what’s already in place and how to customize it for your business.

Pre-Built Calendar Types (Ready Out of the Box)

1. Phone Consultation Calendar

Perfect for early-stage leads who prefer to start with a quick phone call.
  • Automations Included:
    • Automatically moves the Opportunity to the "Consult Call" stage
    • Sends an appointment confirmation + reminder series (email and SMS)

2. In-Home Consultation Calendar

Use this calendar to book in-home visits with prospects who are ready to take the next step.
  • Customizable Availability: We’ll tailor the calendar to match your schedule and assign it to the right team member.
  • Automations Included:
    • Automatically moves the lead’s Opportunity Card to "Appointment Booked" in your pipeline
    • Sends a confirmation email and text immediately
    • Triggers a series of reminder messages leading up to the appointment

3. Design Center / Showroom Calendar (Optional)

If you operate a showroom or design center, we can set up a dedicated calendar to book those appointments too.
  • Works just like the others: we plug in your hours, assign the right team members, and connect the right automation.
Each calendar is connected to your CRM and pipeline—so no more manual updates, lost leads, or missed appointments.

🔔 If you are not actively using your calendar booking features or there is a new calendar that you would like set up, connect with your Account Manager to schedule a time to flush out the setup process

Booking Appointments for Your Contacts

There are multiple ways to book appointments for your contacts, giving you the flexibility to schedule meetings directly from different areas in your CRM. Whether you're working from the Calendar, Contact, Opportunities, or Conversations pages, booking appointments is always just a few clicks away.

1. From the Calendar Page

Navigate to the Calendar page, click + New select the desired calendar, choose the contact, and select the date and time slot, then book the appointment

2. From the Contact Page

In the Contacts section, click on any contact to open their details. You’ll see the option to Book Appointment directly from their contact record. Just select the calendar and time, then save the appointment.

3. From the Opportunities Page

Go to the Opportunities page, open a specific lead’s opportunity card, and you'll find the option to Book Appointment directly within the opportunity's details. This is especially useful when you're moving leads through the sales pipeline and want to schedule consultations or meetings.

4. From the Conversations Page

While conversing with a contact, you can Book Appointment right from the conversation interface. Whether you're chatting via email or SMS, this option allows you to seamlessly transition from conversation to scheduling without leaving the page.

Watch this quick Loom video to see all the ways you can book appointments for your contacts in action

Managing Your Calendar Settings

Create or Edit Calendars

You can manage all calendars under Settings > Calendars, where you can:
  • Add new calendars (if needed)
  • Adjust availability or team assignments
  • Update scheduling rules like buffer time, number of appointments per day, and more
  • Set how far in advance people can book

Watch this quick Loom video to see how to edit calendars in action

Sharing Your Calendar Link

Make booking easy for your leads and clients by sharing a direct link to your calendar—no more back-and-forth about availability!
  1. Navigate to Calendars
  2. Select Calendar Settings
  3. Find the desired calendar
  4. Click the Share Calendar arrow
  5. Copy the scheduling link
  6. Send it directly to your contact
This way, your leads and clients can book at a time that works for both of you—effortlessly.

Watch this quick Loom video to see how to share your calendar link in action

Notifications & Confirmations

Every calendar includes options to:
  • Use custom booking forms
  • Auto-confirm appointments
  • Allow rescheduling and cancellation
  • Customize thank-you messages or redirect to a next-step page
  • Sync with Google Calendar/ Outlook Calendar

Watch this quick Loom video to see how to share your calendar link in action

📌 Why It Matters

This isn’t just a scheduling tool—it’s your automated assistant. Every calendar is connected to your sales pipeline and messaging, so your team stays organized, your leads stay warm, and you spend less time chasing appointments and more time closing deals.
As your business grows, we can adjust your setup anytime—more team members, new locations, updated hours—no problem.
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