B2. Online Booking + Reminders + Calendar Sync

🧩 Use Case

Clients often want to book services, consultations, or demos without the hassle of back-and-forth communication. Manual scheduling increases friction and no-shows. This module enables a self-service booking system combined with automated reminders and calendar syncing.

✅ Included Features

Feature	Details
Booking Calendar	Embed appointment calendar with available time slots
Custom Fields	Collect appointment-specific details (e.g., topic, preferred contact method)
Automated Workflows	Trigger confirmation & reminder emails/SMS
CRM Integration	Store all booking data and client info in CRM
Calendar Sync	Sync with internal calendars for visibility & prep

🔁 Automation Flow (Example)

[Client selects available time on booking calendar]
    ↓
[Booking confirmation SMS/email sent instantly]
    ↓
[Appointment synced to internal CRM & calendar]
    ↓
[24 hours before: auto reminder sent to client]
    ↓
[Sales rep prepares based on CRM record]

💡 Business Value

⏱️ Clients can book 24/7 — no waiting for staff
📅 Reduces no-show rates with auto reminders
⚡ Speeds up qualification and readiness for meetings
🤝 Creates a smooth, professional experience from the start

🛠 Setup Instructions

Configure your calendar availability and buffer times
Create custom booking form fields relevant to your service
Set up automation:
- Send booking confirmation + add to CRM
- Schedule 24h reminder SMS or email
- Internal notification to assigned rep
Test the full workflow across mobile and desktop views