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Booking as part of CRM
The strongest reason to use integrated scheduling is not the calendar itself. It is the ability to connect appointments with contacts, reminders, pipelines, workflows, and follow-up.
What to test
- Availability rules
- Booking page
- Calendar sync
- Confirmation
- Reminders
- Rescheduling
- Cancellation
- Staff assignment
- Pipeline updates
Keep it simple
Use the simplest calendar model that matches the actual customer experience. A one-person consultant and a multi-service local business do not need the same setup.