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Booking Pages

SalesPulse Booking Pages let insurance prospects schedule appointments directly on your calendar — no back-and-forth. Automatic reminders go out via SMS and email to dramatically reduce no-shows.

What's Included

🔗

Shareable booking link

Your booking page lives at a unique URL (salespulse.app/book/your-name). Share it in emails, texts, social media, and your email signature.

📅

Real-time availability

Connected to your SalesPulse calendar. Prospects only see times when you're actually available — no double bookings.

📱

SMS reminders

Automatic SMS reminders sent 24 hours and 1 hour before the appointment. Reduce no-shows by up to 60%.

📧

Email confirmations

Instant email confirmation when a booking is made. Follow-up email 24 hours before with call-in details or video link.

📋

Custom intake form

Add questions to the booking form — insurance need, state, age range, health conditions — so you show up prepared.

🗺️

Time zone detection

Automatically detects the prospect's time zone and displays your availability in their local time.

Creating Your Booking Page

  1. 1

    Go to Scheduling → Booking Pages

    Navigate to the Scheduling section and click Create Booking Page.

  2. 2

    Set your meeting types

    Create one or more meeting types — e.g., '30-min Insurance Review', '15-min Medicare Consultation', '45-min Annuity Discussion'. Each gets its own booking link.

  3. 3

    Set your availability

    Define the days and hours you're available for each meeting type. Block out lunch, focus time, or days you don't take appointments.

  4. 4

    Add intake questions

    Add optional or required questions to collect information before the call: insurance type, state, age, existing coverage, primary concern.

  5. 5

    Customize reminders

    Choose when reminders go out (24h, 1h, or both) and customize the SMS and email messages.

  6. 6

    Share your link

    Copy your booking link and add it to your email signature, send it in follow-up texts, or embed the widget on your website.

Default Reminder Schedule

Immediately on bookingEmailConfirmation with appointment details and calendar invite
Immediately on bookingSMS"Your appointment with [Name] is confirmed for [Date] at [Time]. Reply STOP to cancel."
24 hours beforeEmailReminder with any prep notes, call-in link, and reschedule option
24 hours beforeSMS"Reminder: [Name] tomorrow at [Time]. Click here to reschedule if needed."
1 hour beforeSMS"Your call with [Name] starts in 1 hour. [Call link or phone number]"

All reminder timings and messages are fully customizable under Scheduling → Booking Pages → Reminders.

Embedding on Your Website

Embed your booking widget directly on your website with a single script tag. Prospects can book without leaving your site.

html
<!-- Add to your website HTML -->
<script
  src="https://salespulse.app/widget/booking.js"
  data-agent="your-agent-id"
  data-meeting-type="30-min-review"
  async
></script>
<div id="sp-booking-widget"></div>

Find your agent ID under Settings → Profile. The widget is responsive and matches your site's color scheme with the data-theme attribute.

Pipeline Integration

When a prospect books through your page:

  • ✓A contact record is automatically created (or updated if they exist)
  • ✓The appointment is added to your SalesPulse calendar
  • ✓The contact is moved to the Appointment Scheduled pipeline stage
  • ✓A task is created to remind you to prepare for the call
  • ✓After the appointment: mark the outcome (showed, no-show, follow-up, sold) to advance the pipeline

FAQ

Can I have multiple booking pages for different products?▾
Yes. Create separate meeting types for each product (Final Expense Review, Medicare Consultation, Annuity Discussion, etc.). Each gets its own link and intake questions.
Does SalesPulse sync with Google Calendar or Outlook?▾
Yes. Connect Google Calendar or Microsoft Outlook under Settings → Calendar Sync. Your external calendar blocks are reflected as unavailable in your booking page.
Can I set buffer time between appointments?▾
Yes. Set a buffer time (5, 10, 15, or 30 minutes) between bookings under your meeting type settings. This prevents back-to-back scheduling.
What happens when someone cancels or reschedules?▾
Cancellations and reschedules update your SalesPulse calendar in real time. You receive an email notification, and the contact record is updated with the new appointment details.

Set up your booking page today

Takes 5 minutes. Included in all SalesPulse plans.

Get Started Free →See Scheduling Feature