Customer records
Manage contacts and guest or registered customers with protected contact fields, contextual summaries, and checkout-contact resolution.
CRM & APPOINTMENTS
Connect customer records, leads, feedback, and appointments so your team knows who is coming and what they need.
Explore the possibilitiesCustomer relationships and scheduling share the context they need.
THE FRICTION
THE POSSIBILITY
Keep customer relationships organized and offer appointments that respect your business hours, staff, and capacity.
01WHAT YOU CAN DO
Link gives your team a clear place to manage its part of the customer journey.
Manage contacts and guest or registered customers with protected contact fields, contextual summaries, and checkout-contact resolution.
Organize leads, promote them to customers, and assign feedback to the right team member so the relationship has a clear next step.
Apply business hours, blocked dates, public holidays, notice windows, and separate physical or virtual capacity to appointment availability.
Coordinate staff and service bookings, collect required intake, and manage confirmation, rescheduling, and cancellation through the appointment engine.
Provide meeting access and passcodes with participant limits when the LiveKit integration and the applicable plan features are configured.
Configure appointment email reminders and optional notifications. Scheduled deliveries recheck appointment status and preferences before sending.
IN YOUR BUSINESS
02BETTER, TOGETHER
Each product brings its own expertise. Connected workflows preserve the responsibilities of the owning module.
Link is included through Spark tiers. Available staff and meeting limits follow the plan. Virtual meetings require LiveKit configuration; email reminders require the email integration and enabled preferences.
THINK BIG. START WITH ONE STEP.