Appointment Scheduling: Let Prospects Book Directly Into Your CRM

Yes. Each appointment type has a customizable form. Add fields like company name, team size, budget range, or open-ended questions like “What’s your biggest challenge?”. Responses are saved on the contact record, so you can review them before the call.

You can set reminders for each type of meeting. For example, you can send an email the day before and a text one hour before. You can customize each reminder. Just add the meeting link, the person’s name, and a button to pick a new time easily. Reminders help more people show up because they get notified even if they forgot about the meeting.

Yes. Add team members to a calendar, set each person's availability, and Centripe distributes bookings evenly. Prospects either see the next available slot from any team member, or they can choose a specific person if you enable that option.

Yes. You get an embed code (iframe or JavaScript widget) that you can paste into any webpage. It also works inside Centripe’s own website builder and funnel pages as a native element — just drag it onto the page.

Yes. Connect your Stripe or PayPal account and add a payment step to the booking form. Useful for paid consultations, coaching sessions, or service deposits. The payment is processed before the booking is confirmed.

A contact record is created or updated if any activity occurs. The contact is tagged with the type of meeting they booked. The meeting also shows up on your calendar. You can automate actions easily. For example, set up a deal in your pipeline when a sales demo is booked. Or, add someone to a follow-up email series when they book a "Free consultation."

No limit on bookings. You can create multiple appointment types, multiple booking calendars (one per team member or per service), and each calendar can have its own availability, form fields, and reminder settings.