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UPWARD FEATURE

Scheduling

Let people book you from your Bio/Profile Page, a direct link or a chat, with availability you control and a CRM lead for every booking.

WHAT IT ISUpward scheduling gives each member meeting types, weekly availability and holidays, calendar sync with Google, Outlook and Apple, and a public booking page. Hosts, registrants and guests get confirmations. Every booking, reschedule and cancellation lands on the CRM timeline. Free includes 1 active event, and paid plans include unlimited active events.

Meeting types that fit the work

Create an Individual Meeting for one host and one participant, or a Group Session for workshops and classes. Choose a duration and a location: phone, in person or virtual with Zoom, Google Meet, Meetn or Pxch.

  • Descriptions, advance notice and slot interval per event
  • Show or hide an event on your public page
  • Allow or block guest invitations
  • Public Preview to test exactly what visitors see

Availability that respects your day

Set working days and hours in your timezone, add breaks, copy one day across the week and block holidays. Apply the hours to every event or only to specific ones. Visitors see times converted to their own timezone.

  • Working Days and Hours with Add a break
  • Holidays tab for special dates
  • Link an event to your global hours or give it its own schedule
  • Busy times from connected calendars block your availability

Calendars stay in sync both ways

Connect Google, Outlook or Apple iCloud Calendar. Busy appointments prevent conflicts, and new bookings reach your calendar with an invite file attached. If a connection drops, the Integrations tab shows it so you can reconnect.

  • Block my availability with calendar events switch
  • Resync from Integrations at any time
  • Apple uses an app-specific password, never your normal one

Questions before the meeting

Add form fields to a meeting type so attendees tell you what they want to discuss. Hidden fields stay saved but are not shown. Answers appear on the booking and can be exported. Starter and above include meeting workflows and forms.

  • Custom questions per event
  • Answers saved on the lead
  • Registrants can retrieve and manage their own bookings

Every booking is a lead

Booking creates or updates a lead and a contact with the meeting detail. Reschedules, cancellations and updates are logged as separate timeline entries, so the record always matches reality.

  • Meeting booked, rescheduled, cancelled and updated entries
  • Source recorded as the meeting page
  • Meeting reminders and recap emails

Book from anywhere you are found

The same booking page works from your Bio/Profile Page, a QR code, a tracked link in a message, an email, and from Vutesa's chat on your page, which lists open times and books the one the visitor confirms.

  • Share one event link or your whole schedule page
  • Vutesa books only times that exist on your calendar
  • Team members each get their own scheduling when replicated

How it works

Set availability

Choose timezone, working hours, breaks and holidays.

Create meeting types

Name it, pick a duration and a location, add questions.

Connect your calendar

Google, Outlook or Apple keep busy times and bookings in sync.

Share and test

Preview the page, book yourself once, then share the link.

What's included

Individual and group

One-to-one meetings or group sessions for classes and workshops.

Phone, in person, virtual

Zoom, Google Meet, Meetn and Pxch for virtual meetings.

Availability and holidays

Hours, breaks, date blocks and per-event schedules.

Calendar sync

Google, Outlook and Apple, in both directions.

Guests and confirmations

Hosts, registrants and guests each receive confirmation emails.

CRM timeline

Booked, rescheduled, cancelled and updated, with full detail.

How Upward is different

Every touchpoint feeds one CRM: a booking, a form, a tracked link, a video view, a review, an event registration or a chat adds to the same person's timeline.
Replicates to every team member with their own calendar and rules
White-glove onboarding, support and training are included at no charge, so your team is set up properly instead of left with a manual.

Frequently asked questions

How many meeting types can I have?

Free includes 1 active event. Starter and above include unlimited active events.

Which calendars can I connect?

Google Calendar, Outlook and Microsoft 365, and Apple iCloud Calendar.

Why does my page show no available times?

Check that your weekdays are Available with hours, your timezone is right, the event is Active, and a busy calendar event is not covering the day.

Do visitors see my timezone or theirs?

Theirs. Slots are converted automatically, and the displayed timezone label tells them which one is shown.

Does a cancelled meeting disappear from the CRM?

No. The cancellation is added to the timeline so the history stays accurate.

Related

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