Booking: 30-min Product Demo, Sales Call, or Onboarding
Answer: Booking is LeadFlow’s own slots (30-min Product Demo, 45-min Sales Call, 60-min Onboarding). Taken slots return a conflict notice. Every booking becomes a lead — not a generic scheduler for your customers’ calendars.
Hardcoded LeadFlow slots — 30-min Product Demo, 45-min Sales Call, 60-min Onboarding. Taken slots return a conflict notice. Every booking becomes a lead.
The Booking view is LeadFlow’s own scheduling page — 30-min Product Demo, 45-min Sales Call, or 60-min Onboarding. Choose a topic and pick an available time slot — each booking creates a lead, a meeting activity, a Jitsi room, and a calendar file (.ics). It is not a generic scheduler you hand to customers for their own calendars.
Pick a topic and time
- 1Open the Booking view.
- 2Choose a topic: Product Demo (30 min), Sales Call (45 min), or Onboarding (60 min).
- 3Pick a date — only upcoming business days are offered; weekends are not listed.
- 4Pick a time from the available slots (09:00–16:30).
- 5Enter name, email, and optional notes, then confirm. That creates a LeadFlow lead — it is not a slot on the visitor's own calendar.
Taken slots return a conflict notice
Taken slots on the calendar are disabled. If two people confirm the same slot, the second request gets a 409: “That time slot is already booked. Please choose another.”
Bookings become leads
Every confirmed booking creates a lead record plus a meeting activity on the timeline — so the meeting is already in your pipeline before it happens. LeadFlow also emails a calendar invite with the Jitsi link when email delivery is configured (Resend accepted — not an inbox receipt); otherwise the confirmation screen offers the video link and an .ics download. You can manage and update booking statuses from the view.
Next steps
More in Sales automation
- Tasks: follow-ups with due dates
- Playbooks: checklists for each default stage
- Quotes: line items, tax, and HTML download
- Automations & email sequences
- Email templates: starter copy in the composer
- Campaigns: track spend (tagged win rate on Pro)
- Competitor tracking: log wins and losses
- Analytics: stage counts and spend