Bookings & management agreements

Under CRM → Bookings, set up meeting types (a discovery call, an owner review) and share a scheduling link — prospects and owners pick a slot without the back-and-forth. Connect your calendar so your availability stays accurate. The form asks for the rental property address too, so the team knows which building the call is about before it starts.

Booking used to create a CRM lead automatically. It no longer does: a call is a conversation, and the conversation decides. Booked calls sit at the top of the Leads page in an expandable list — open one to see who, when, their number, the property and what they told you, add the address or a prep note for whoever takes the call, and press Create lead when it is real. If the person already is a lead, the booking is filed on their record straight away. Which site sent them (your own site, a sister site) is remembered on the booking, so the credit is right whenever the lead is made.

The calendar entry carries everything the person taking the call needs: the guest’s name, phone (the location line reads Phone call — call 519-…), email, the rental property, what it is about and their notes, with a link to the full booking. It is written as a plain meeting, never a Teams meeting, and carries its own 15-minute popup.

The guest always had reminders; now so does the team. Whoever is taking the call, plus the account owner, gets an in-app notification, a push and an email an hour out and again fifteen minutes before — and the email is the prep sheet: name, number, property, notes. Change the timings under Reminders sent to your team on the Bookings page.

On the Bookings page, write a headline, a short introduction, what you do and what clients say. Switch it on and the confirmation page says learn about <your company> — pointing at your own site if you paste its link, otherwise at a page we host for you — and can send the same as a short introduction email to everyone who books. Set it to send them to the page automatically after booking if you like. Written once, used in three places.

Under CRM → Agreements, send your property-management agreement for the owner to e-sign, so a new door is under contract the same day you win it — no printing, no chasing a wet signature. A reminder re-sends the same link, so the copy the owner already has never stops working.