Office · Workflow

Booking page to meeting held

An external invitee books a slot, gets WhatsApp reminders and the meeting lands on the right record.

Step by step

Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.

1
The invitee opens a booking page; slots are computed from live free/busy, working hours, holidays, People leave and buffers.
2
The invitee picks a slot and answers routing questions; an advisory lock checks the slot is still free.
3
The host is chosen by single, round robin or routing rules and a provider event with ICS and a video link is created.
4
The party is matched or created and linked to the lead, ticket or candidate.
5
Confirmation and reminders go by email or WhatsApp with consent; the invitee can confirm or reschedule.
6
A prep brief reaches the host before the call; afterwards the meeting is marked held or a no-show follow-up starts.

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