Booking and sales
Calendars, bookings, handover and closing the sale.
- Managing bookingsChoose how qualified leads book, where bookings appear, what each booking status means, and how booking reminders workBooking and sales
- Booking with Google CalendarConnect Google Calendar so the assistant can offer real free times from your calendar and write confirmed meetings into it, with a calendar invite to the leadBooking and sales
- Booking with CalendlySend qualified leads your Calendly link and have the booking recorded against the lead automatically when they choose a time, including reschedules and cancellationsBooking and sales
- Manual bookings and confirmationHow a time a lead asks for becomes a request awaiting your confirmation when no calendar can confirm it, and how to confirm, decline or record what happenedBooking and sales
- Meeting types and routingGive different kinds of meeting their own length, buffer and calendar, and decide which person on your team takes each booking by round robin, specialism or lead ownerBooking and sales
- Direct close with checkout linksLet the assistant send a lead one of your own approved checkout links, with your exact price wording, when they are ready to buy, and the limits that keep it safeBooking and sales
- Payment confirmation and the thank-youLet your own Stripe account, or a signed "order paid" webhook, tell ClientTurn when a lead pays a checkout link, so the deal is marked won, follow-up stops and the lead is thankedBooking and sales
- Abandoned checkout follow-upWhen a lead is sent a checkout link but does not pay, the assistant sends up to two short reminders and stops the moment they pay or opt outBooking and sales
- Opportunities, won and lostHow each lead's deal is tracked as an opportunity, which stages it moves through for your sales motion, and how to mark it won or lost with a reasonBooking and sales
- Quotes from your catalogueBuild a priced quote for a lead from your catalogue, have it approved when it needs to be, send it as a private link and PDF, and revise it without losing trackBooking and sales
- The handoff briefWhen the assistant needs a person, either to take the conversation as a last resort or to help with one thing in the background, it prepares a brief of everything known about the lead, built only from recorded factsBooking and sales
- E-signatures on quotesHow customers accept and sign a quote online, what is recorded as evidence, and what a simple electronic signature is and is notBooking and sales
- Invoices from a signed quoteTurn a signed quote's deposit, balance or instalments into numbered VAT invoices, issue and remind automatically, record payments and issue credit notesBooking and sales
- Taking over a conversationTake a conversation from the assistant and automated follow-up so you can reply yourself, what happens while you have it, and how to hand it backBooking and sales