Appointment Scheduling
That Runs Itself
Leads book themselves. Your calendar fills up while you sleep. The right leads get the right appointment type—phone calls, video meetings, or on-site visits—based on how they qualify. No back-and-forth. No double-booking. No missed opportunities.
Wake Up to a Full Schedule.Every Morning.
While you were closing another deal, new leads booked themselves. The right appointment type. The right time slots. All on your calendar.
The Right Appointment for Every Lead
Your business, your rules. Set the questions, define the scores, choose what happens at each stage—here's how one of our clients set up theirs:
Hot
85+
Site Visit
High-intent leads get face-to-face time
Qualified
60-84
Phone Call
Good leads get a conversation
Nurture
0-59
Follow-up
Not ready yet? Gets scheduled check-ins until they are
Disqualified
Below 0
Polite Exit
Wrong fit gets a graceful goodbye
No lead left behind.
When someone isn't ready today, SalesPartner schedules the follow-up for you—days, weeks, or months out. Based on the conversation, it picks the right time to re-engage. You never have to remember. They never slip through the cracks.
Configure it once. After that, questions get asked, leads get scored, and the right next step happens—without you lifting a finger.
Sound Familiar?
Missed After Hours
Lead texts at 9pm asking about your services. You're with your family. By tomorrow morning, they've already booked someone else. You never even saw the message.
The Back-and-Forth
"When are you free?" "Tuesday works" "What time?" "Afternoon?" "I have 2 or 4" "2 is better" "Done." Six messages. Two days. For one appointment.
The Double-Book
You told one lead "Tuesday at 2" and forgot to check your other calendar. Now you have two appointments at the same time. Someone's getting rescheduled.
The Cross-Town Scramble
Site visit at 10am in Oak Park. Another at 10:30 in Evanston. That's 25 miles apart. You booked them both without thinking about drive time.
How It Works
Lead Reaches Out
"Hi, I need a quote for new gutters"
They can reach out via SMS, web chat, WhatsApp, Facebook, or Instagram. Any channel. Any time of day.
Qualification Happens
The right questions get asked. Budget, timeline, location, project details.
The lead gets scored based on their answers. "What's your timeline?" "This week if possible" → Score increases. This is a hot lead.
Appointment Type Selected
Based on how they qualify, the right appointment type is offered.
Hot lead? "I'd like to come see your property. I have Tuesday at 10am or Wednesday at 2pm." Qualified lead? "Let's schedule a quick call to discuss."
Calendar Checked in Real Time
Your actual Google or Outlook calendar. Real availability.
If you blocked off lunch, they won't see it. If you have another appointment, that slot is hidden. No double-booking.
Lead Picks a Time
"Tuesday works"
Simple reply. No app to download. No account to create.
Everything Updates
Your calendar shows the new appointment. Lead gets confirmation.
Reminder scheduled. You get notified (app, email, or Slack). You wake up to appointments already on your schedule.
See It In Action
Watch how leads book themselves—no back-and-forth needed.
SalesPartner
Typically replies instantly
Everything Runs on Its Own
Two-Way Calendar Sync
Change it in your Google or Outlook calendar—it updates everywhere. Block time off? Hidden from leads instantly.
Time Zones Handled
Lead in New York, you in LA? They see their time, you see yours. Daylight saving changes? Handled.
Smart Reminders
Appointment in the afternoon? Reminder goes out 2 hours before. Early morning? Reminder goes out the evening before.
Minimum Notice
Don't want same-day appointments? Set a minimum lead time. Leads only see slots that give you enough notice.
Rescheduling Handled
Lead says "something came up"—new times offered, calendar updated. You just see the change.
Cancellations Handled
Lead says "I need to cancel"—calendar clears, you're notified, and they're offered a chance to reschedule.
No Double-Booking
Every time slot is checked against your calendar AND all existing appointments before being offered. If it's taken, leads don't see it.
You Handle the Work. We Handle the Bookings.
Close One, Book the Next
While you're finishing a job, the next appointment is already confirmed. No pause needed.
11pm Lead? Handled.
They texted late. By morning, they're qualified and on your calendar for Thursday.
Skip the Back-and-Forth
No more "when works for you?" texts. They pick a time, it's booked, you show up.
Do the work. We'll keep the pipeline full.
For Businesses with Site Visits
Contractors, Real Estate, Home Services
Site visits are different. You can't be in two places at once, and driving across town between appointments wastes your day. The scheduling handles this—automatically, while talking to the lead.
Route-Optimized in Real Time
While the conversation is happening, the system calculates the best time slots based on where your other appointments are that day. It suggests times that keep you in the same area—less driving, more jobs.
The lead doesn't see every open slot. They see the slots that make sense for your route. If you're already in Oak Park that morning, times near Oak Park get offered first.
Example:
You have a 10am site visit in Oak Park. New lead in Evanston asks for a quote.
→ Instead of offering 10:30am (impossible) or 3pm (across town again), they're offered 11:30am—right after your Oak Park job, efficient route.
Drive Time Calculated Automatically
Real traffic data. Real distances. Buffer time added between appointments so you're not rushing from job to job.
Nearby appointments get grouped together. Far apart? Time is blocked. You show up calm, not stressed.
Appointment Types
Different types. Different durations. Set it up once, the right type gets offered to the right leads.
Phone Call
Default duration configurable
Video Call
Zoom, Google Meet, Teams
Office Meeting
Come to your location
Site Visit
You go to them
You configure which type each lead tier gets. After that, the right appointment is offered based on qualification.
Perfect For
Construction & Engineering
Roofing, Landscaping, Pool Installation, General Contractors
Home Services
HVAC, Plumbing, Electrical, Cleaning
Real Estate
Agents, Property Management, Showings
Healthcare & Medical
Med Spas, Clinics, Therapists, Dental
Automotive
Dealerships, Service Centers, Detailing
Consulting & Professional Services
Consultants, Agencies, Law Firms, Accountants
Connects in 30 Seconds
Google Calendar, Outlook, or use SalesPartner's built-in calendar. No IT needed.
Works Even Better With
Lead Qualification
The scoring that determines which appointment type leads get. Hot leads get site visits, qualified leads get calls.
Phone System
Some leads prefer to call. Voicemails get handled too.
Visual Understanding
Photos and documents get analyzed. SalesPartner estimates scope, spots damage, and uses it all in the conversation.