Calendar & Scheduling
Public booking links, team round-robin, pre-meeting forms, and a workspace calendar — built into every Workestra plan.
Calendar & Scheduling
Workestra's scheduling stack is the connective tissue between the people who buy from you, the candidates you interview, and the customers you support. Every workspace gets it — there's no separate Calendly subscription, no Chili Piper bolt-on, no glue code between "the booking" and "the deal."
Screenshot needed — /calendar dashboard with the Upcoming tab and a few example meetings
What you can do
- Share a personal booking page —
workestra.app/book/<your-slug>with your availability, buffers, and meeting length - Run a team round-robin link — one URL that rotates between several reps, skipping anyone out-of-office or already busy. Per-member calendar fan-out is fully supported across mixed providers (one rep on Google, another on Microsoft — both calendars are checked)
- Embed the booking flow on your own site — paste a snippet onto your marketing page; visitors book without leaving your domain. Optional brand color, domain whitelist, and parent-page event hooks
- Collect pre-meeting info — text, dropdowns, checkboxes, or file uploads required before the slot is confirmed
- Auto-create a deal in CRM when an inbound booking lands (optional, per link)
- Sync with Google Calendar or Microsoft 365 — pull free/busy per host and create events with a Meet or Teams link automatically
- See every meeting in one place — the
/calendardashboard shows upcoming, past, no-shows, and cancellations - Send reminders 24h ahead — automatic, deduplicated, no setup
- Let attendees reschedule or cancel themselves — token-protected pages, no support ticket required
The five surfaces
Scheduling has five surfaces, and most users only ever touch two:
| Surface | Path | Who uses it |
|---|---|---|
| Booking link config | /settings/booking-links | The host (you) — set up the link once |
| Public booking page | /book/<slug> | The attendee — picks a slot |
| Embedded widget | Anywhere on your own site (snippet from /settings/booking-links/<id>/embed) | The attendee — picks a slot without leaving your page |
| Calendar dashboard | /calendar | The host — sees what's booked |
| Reschedule / cancel | /book/reschedule/<token>, /book/cancel/<token> | The attendee — self-service |
How it integrates with the rest of Workestra
Scheduling is intentionally cross-cutting. The same booking primitive is reused across modules:
| Where it shows up | What it does | Module |
|---|---|---|
| Deal detail page | "Schedule a call" CTA on a deal opens the host's booking page pre-filled with the contact | CRM |
| Auto-create deal on booking | When a stranger books your link, a CRM contact + deal land automatically | CRM |
| Interview self-scheduling | Candidates pick from interviewer availability without email tag | Recruiting (planned) |
| Escalation calls | Customer self-books a call with the on-call agent for a stuck ticket | Support (planned) |
| AI assistant | Ask "what's on my calendar this week?" or "cancel the 3pm with Acme" | AI assistant (planned) |
This is the structural difference vs. a third-party scheduler: the booking that creates the deal is the deal. No webhook to fire, no contact to deduplicate later.
Pricing
Free on every plan. Booking links, round-robin, pre-meeting forms, the calendar dashboard, and the reminder cron are platform infrastructure, not a separate SKU. The only paid uplift in this area is when AI features (write-on-your-behalf scheduling, smart conflict resolution) ride on top — those follow the AI assistant's plan tier.
Read next
- Booking Links — set up your personal scheduling page
- Round-Robin — share one link across a team
- Pre-Meeting Forms — collect info before the slot is confirmed
- Embed Widget — host the booking flow inside your own site
- Reschedule & Cancel — what happens after the booking
- Calendar Dashboard — see what's booked
- Google Calendar Integration — connect free/busy + Meet links
- Microsoft 365 Calendar Integration — connect free/busy + Teams links