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Product features

Before, during, and after every demo.

One place to capture demand, route meetings, prepare reps, run the call, and keep the follow-up moving.

Who each feature is for

Labels show who sees or controls each part of the product.

Lead-facingAgentManagerAdmin
01

Booking pages and lead experience

Turn interest into a scheduled demo with as little friction as possible.

One-field booking

Ask for an email address or phone number before showing live times.

Lead-facingManagerAdmin

Hosted booking pages

Publish focused demo pages on a shareable useOneField address.

Lead-facingManagerAdmin

Page branding

Set each page’s product name, copy, colours, typography, and thank-you message.

Lead-facingManagerAdmin

Multiple booking pages

Run separate pages for products, campaigns, markets, or sales motions.

ManagerAdmin

Custom domains and white label

White label add-on

Use your own domain and remove useOneField branding from pages and messages.

Lead-facingAdmin

Page publishing controls

Preview, publish, disable, duplicate, and permanently delete booking pages.

ManagerAdmin
02

Scheduling and calendars

Offer dependable times while respecting every host’s working calendar.

Visitor timezone detection

Show times in the lead’s local timezone and identify the host timezone when different.

Lead-facing

Multiple meeting durations

Let leads choose from the meeting lengths enabled for a page.

Lead-facingManagerAdmin

Availability rules

Control weekly hours, notice windows, scheduling horizons, slot lengths, and buffers.

ManagerAdmin

Daily booking limits

Cap the number of demos assigned to each team member per day.

ManagerAdmin

Google Calendar sync

Check busy times and create, move, or remove calendar events automatically.

AgentManagerAdmin

Microsoft Outlook sync

Use Microsoft calendar availability and keep booking events synchronized.

AgentManagerAdmin

Co-host availability

Offer only times when both the primary host and required co-host are free.

Lead-facingManagerAdmin

Co-host calendar events

Add, move, and remove the demo on every connected co-host calendar.

AgentManagerAdmin

Calendar clash handling

Decide whether new calendar clashes wait for a decision or shift the demo to the nearest free slot within a limit you set.

ManagerAdmin

Customizable clash emails

Write the subject and message leads receive when a clash re-confirms, moves, or cancels their demo.

ManagerAdmin

Meeting destinations

Use Google Meet, Zoom, a fixed link, an in-person location, or no destination.

Lead-facingAgentManagerAdmin

Calendar invitations

Send event invitations, downloadable calendar files, and Google or Outlook add-to-calendar links.

Lead-facingAgent
03

Team routing and access

Route demos fairly and give each teammate the access their role needs.

Booking ownership

Assign every demo to a named team member with clear responsibility.

AgentManagerAdmin

Weighted round robin

Adjust each team member’s share of new bookings from half to double weight.

ManagerAdmin

Personal booking links

Share a page that routes the next booking directly to a specific rep.

Lead-facingAgentManagerAdmin

Team invitations

Invite teammates, track acceptance and expiry, resend, or cancel pending invitations.

Admin

Role-based access

Separate Agent, Manager, and Admin access across bookings, pages, team settings, CRM, and billing.

AgentManagerAdmin

Member availability and status

Manage working hours, assignment eligibility, contact details, and connected calendars per teammate.

ManagerAdmin

Multi-organization membership

Join multiple organizations and switch workspaces without mixing their pages or bookings.

AgentManagerAdmin
04

Before the meeting

Prepare both sides for a useful conversation after the booking is secured.

Booking confirmations

Send the time, meeting destination, calendar details, and secure links to reschedule or cancel.

Lead-facingAgent

Automated reminders

Remind leads and hosts before the meeting with the details they need.

Lead-facingAgentManager

Pre-meeting surveys

Collect a lead’s name and custom short, long, or multiple-choice answers by email.

Lead-facingAgentManagerAdmin

Automatic or manual survey delivery

Send a survey when a meeting is booked or let its host send it when needed.

AgentManagerAdmin

Custom default agendas

Set the checklist that opens in the meeting cockpit for every booking on a page.

ManagerAdmin

Survey response visibility

Read submitted answers in booking details, the meeting cockpit, and the CRM timeline.

AgentManagerAdmin
05

During the meeting

Keep the call focused without switching between scattered sales tools.

Meeting cockpit

Open a focused workspace beside the call with the lead, timing, preparation, and follow-up tools.

AgentManagerAdmin

Live meeting timer

Count down to the start, track elapsed time, and see how much scheduled time remains.

AgentManagerAdmin

Lead dossier

See contact details, local time, source, tags, CRM notes, survey answers, and booking history.

AgentManagerAdmin

Interactive agenda

Check off, add, or remove discussion points as the meeting progresses.

AgentManagerAdmin

Autosaved meeting notes

Capture notes with optional timestamps while the conversation is happening.

AgentManagerAdmin

Call library

Search shared links, collateral, and objection-handling battlecards from inside the cockpit.

AgentManagerAdmin

File attachments and previews

Attach images, PDFs, and presentations, then preview images and PDFs without leaving the call.

AgentManagerAdmin

Structured call wrap-up

Record the outcome and next step, then add the result to the contact timeline.

AgentManagerAdmin
06

Follow-up and automation

Keep momentum after the meeting without relying on memory or manual handoffs.

Post-demo flows

Configure page-specific follow-up steps with email-style previews.

Lead-facingManagerAdmin

Invitee rescheduling

Let leads move their own meeting through a secure booking-management link.

Lead-facingManagerAdmin

Invitee cancellation

Let leads cancel within the cutoff set for that booking page.

Lead-facingManagerAdmin

No-show rebooking

Mark a missed meeting and optionally email the lead a prefilled link to choose a new time.

Lead-facingAgentManagerAdmin

Outbound booking webhooks

Send booking lifecycle events to other systems with delivery history and retries.

ManagerAdmin

Slack and Discord alerts

Notify team channels when selected booking events happen.

AgentManagerAdmin
07

Bookings workspace and analytics

Give reps a focused queue and managers a clear operating view.

Role-aware booking workspace

Agents see their assigned demos while managers and admins can oversee the full account.

AgentManagerAdmin

Search and status filters

Find upcoming, past, no-show, or canceled demos by lead and status.

AgentManagerAdmin

Date, owner, stage, and sorting filters

Narrow the booking list for reviews, handoffs, and workload checks.

AgentManagerAdmin

Organized booking details

Review the overview, meeting prep, scheduling, communication, and activity in one panel.

AgentManagerAdmin

Booking ownership and stages

Assign hosts and move bookings through a configurable operating board.

ManagerAdmin

Bulk booking actions

Reschedule or cancel selected bookings together with conflict reporting.

ManagerAdmin

Booking exports

Download booking and analytics data as CSV files.

ManagerAdmin

Funnel and booking analytics

Track page views, CTA clicks, bookings, conversion, volume, and team performance.

ManagerAdmin
08

CRM and sales operations

Turn booked demos into an organized, measurable follow-up process.

Contact records and pipeline

CRM add-on

Create a shared record for each booked lead with stages, owners, notes, tags, and custom fields.

AgentManagerAdmin

Contact search and saved views

CRM add-on

Search across contact data, see where a match occurred, and save reusable views.

AgentManagerAdmin

Duplicate merging and bulk actions

CRM add-on

Combine duplicate contacts safely and update groups of records efficiently.

ManagerAdmin

Tasks and next steps

CRM add-on

Create follow-up tasks connected to contacts and meeting outcomes.

AgentManagerAdmin

Email templates and scheduled outreach

CRM add-on

Reuse approved messages, schedule follow-up, and retain a sent-message audit trail.

AgentManagerAdmin

Email engagement tracking

CRM add-on

Track opens, clicks, and replies alongside the contact’s history.

AgentManagerAdmin

Contact enrichment

CRM add-on

Use shared monthly Clay tokens to add new business details, with refunds when no new data is found.

AgentManagerAdmin

Workflow builder

CRM add-on

Automate lead assignment, tasks, stage changes, and emails from CRM triggers.

ManagerAdmin

Workflow templates

CRM add-on

Start from reusable routing, reminder, welcome, progression, handover, and tag-based recipes.

ManagerAdmin

Run history, retries, and failure alerts

CRM add-on

Inspect every workflow step, retry failures, and notify the right people when automation stops.

ManagerAdmin

CRM reports

CRM add-on

Review pipeline value, lead trends, source performance, win-loss results, and team activity.

ManagerAdmin

Custom exports

CRM add-on

Use saved mappings for HubSpot, Salesforce, Pipedrive, or a custom CSV layout.

ManagerAdmin
09

Integrations, embeds, and developer tools

Place booking where leads already are and connect it to the rest of your stack.

Inline website embed

Place the booking experience directly inside a website with one snippet.

Lead-facingManagerAdmin

Modal, drawer, and bubble embeds

Open booking from a button, side drawer, or floating website launcher.

Lead-facingManagerAdmin

Automatic embed sizing

Keep the embedded experience aligned as the booking steps change height.

Lead-facingManagerAdmin

Post-booking redirects

Send a booked lead to the next page in your own conversion journey.

Lead-facingManagerAdmin

Conversion tracking

Connect Google Tag Manager, Meta Pixel, LinkedIn, and Google Ads conversion tracking.

ManagerAdmin

API keys for Zapier and Make

Create revocable credentials and follow setup guides for external automations.

Admin

Booking API

Read account information and create bookings from approved external tools.

Admin

Webhook delivery controls

Test endpoints, inspect responses, resend deliveries, and retry temporary failures.

ManagerAdmin
10

Account, billing, and administration

Keep personal settings, subscriptions, permissions, and account boundaries under control.

Personal account settings

Manage name, timezone, email, password, appearance, alerts, and active sessions.

AgentManagerAdmin

Guided account setup

A first-login wizard that walks new accounts through page copy, branding, scheduling, follow-ups, calendars, and plan selection.

ManagerAdmin

In-app notification inbox

Billing, task, and automation alerts arrive in a bell inbox with read tracking, in addition to email.

AgentManagerAdmin

Subscription and add-on management

Switch billing cadence and manage extra pages, white label, and CRM access.

Admin

Role permission guide

Review exactly what Agents, Managers, and Admins can access from the Team page.

Admin

CRM permission controls

CRM add-on

Configure contact, export, enrichment, bulk, workflow, and access-log rights by CRM role.

Admin

CRM audit log

CRM add-on

Review permission changes and sensitive CRM actions across the account.

Admin

Email notification preferences

Choose whether billing, due-task, and workflow-failure alerts arrive by email.

AgentManagerAdmin

Secure page deletion

Admins can permanently delete a disabled page after an explicit typed confirmation.

Admin

Organization and account controls

Leave joined teams or delete an eligible personal account from one settings area.

AgentManagerAdmin

Start with one field

Put the full demo workflow behind a simpler booking.