A tab that pulls genuine availability from the agency calendar for a whole month, shows the free times per day, and books the slot with the customer's name, email and phone already filled in from their account record.
Also called: schedule my kickoff · book onboarding · pick a time · onboarding call
- 1The month window is aligned to Pacific day boundaries and kept under the calendar API's 31-day maximum.
- 2Days with no availability are visibly unavailable; clicking a day shows the free times.
- 3Contact details are pre-filled from the account owner and editable.
- 4Confirm books the slot and reports it back on the account.
The panel records the decision it embodies: 'WE book the tenant's onboarding call from here (buyers can't book themselves — the public booking flow was removed).' The month-window maths was ported from the retired public booking modal and reskinned to the panel theme rather than rewritten.
- Self-serve booking put a scheduling puzzle in front of a customer who just wanted a time.
- Booking meant leaving the account screen and coming back.
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
or keep browsing features →