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Optimizly

Meetings & booking

Let prospects book — and walk in prepared.

Set up services, staff and availability for bookings, embed the booking widget on your site, and get an AI brief before each meeting based on the contact's history.

Product illustration with sample data.

What you can do

What you can do with Meetings & booking.

Services and staff

Meeting types with duration, and who can be booked.

Availability

Weekly rules and blocked times.

Embeddable booking

Put the booking widget on your website.

AI meeting prep

A summary, talking points and questions from the contact's emails, replies and enrolments.

Workflow trigger

A booked meeting can start a workflow, like creating a deal.

How it works

How it works, step by step.

  1. Set availability

    Services, staff and hours.

  2. Share

    Embed the booking widget or link to it.

  3. Prepare

    Open the AI brief before the call.

Part of the Outreach module

FAQ

Meetings & booking questions

Does meeting prep need AI to be configured?

Yes. Without an AI provider the brief is unavailable; the rest works.

See Meetings & booking with your own data.

Book a demo or start a 14-day trial of the whole platform — no card needed.