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Meetings & Scheduling

Booking pages that sync, verify and close the loop.

Share a clean booking page, let availability rules do the gatekeeping, and watch every meeting land on your calendar and your CRM at once. Reminders go out by email and SMS, no-shows drop, and real customers skip the code while spam never gets through.

No credit card · two-way Google & Microsoft sync · your data & keys stay yours

Book a meeting · 30 minThu, Jun 25
9:00 AMOpen
10:30 AMOpen
1:00 PMHeld
3:30 PMOpen
Round-robin: 10:30 AM assigned to Dana — next free host on the Sales team. Google Meet link attached automatically.
The booking page

One link. Zero double-bookings.

Send a single page, set the hours you actually work, and let buffers, minimum-notice and daily caps keep your day sane. Real-time availability means a slot can only be taken once.

  • Availability rules — buffers, notice windows, daily limits, date overrides
  • Round-robin host assignment by availability and load
  • Auto Google Meet links on every confirmed booking
  • Bookings tie to the contact and deal the moment they land
Create a booking page
No spam, no friction

Verified bookings.
Without the busywork.

Public pages can require a one-time passcode by email or SMS before a slot is confirmed — killing fake holds and bot spam. But contacts you already trust never see a code. They get a green tick instead.

OTP + smart skip

Strangers verify. Customers don't.

Anyone new confirms with a 6-digit code by email or SMS. Anyone who verified before, booked with you previously, or is engaged in the CRM is recognised instantly and waved straight through — so genuine demand never hits a wall.

  • Email & SMS OTP on the public booking page
  • Smart skip for already-trusted contacts — verified, prior-booker or engaged
  • Spam and fake holds blocked before they touch your calendar
  • Every verification logged on the contact timeline
Booking verification
trust.check · [email protected]
RecognisedBooked twice before
EngagementOpen deal · SO-1042
Code requiredSkipped
Verified — confirmed instantly
otp.send · new visitor · SMS
ChannelSMS · +1 (•••) ••• 4417
Code6 digits · expires 10 min
Sent — awaiting confirmation
Everything a meeting needs

Scheduling, end to end.

From the first shared link to the follow-up on the deal — the whole lifecycle of a meeting in one place, on one database.

Public booking pages

A polished, on-brand page per meeting type. Share the link anywhere and let availability rules handle the rest.

Availability rules

Working hours, buffers, minimum notice, daily caps and date overrides — never offer a slot you can't keep.

Email & SMS reminders

Automatic reminders on both channels cut no-shows, with the Meet link right inside so nobody hunts for it.

Two-way calendar sync

Google Calendar and Microsoft 365 stay in lockstep — bookings push out, busy time blocks back in.

Round-robin routing

Team pages spread meetings across hosts by load — the next free rep is assigned automatically.

Login-free reschedule

A secure link in every confirmation lets attendees reschedule or cancel without an account — and it syncs back instantly.

Works with the AI assistant

Just ask it to book the call.

The Vertex assistant can schedule for you. Tell it who and when, and it checks availability, holds the slot, sends the invite and logs the meeting against the deal — surfaced as a card you approve before anything commits.

  • "Book a 30-min demo with Acme on Thursday afternoon" — done
  • Finds open slots, attaches the Meet link, fires reminders
  • Logs the meeting to the contact and deal automatically
  • Scoped to your permissions, audited on every call
Explore the AI assistant
Vertex Assistant
Book a 30-min demo with Acme on Thursday afternoon and send the invite.
Checking availability and holding a slot — you'll approve before it sends.
meetings.book · Acme Inc
WhenThu, Jun 25 · 1:00 PM
HostYou · Google Meet attached
Linked toDeal SO-1042
Held — approve to send invite
Slot held and linked to the deal. Want me to send the invite and a reminder the morning of?
Good to know

Scheduling questions, answered.

Does Vertex sync both ways with my calendar?

Yes. Vertex connects to Google Calendar and Microsoft 365 with true two-way sync. Bookings land on your calendar instantly, and any event already on your calendar blocks that time on your booking page — so you can never get double-booked.

What is an OTP-verified booking and the smart skip?

Public booking pages can require a one-time passcode by email or SMS before a slot is confirmed, which kills spam and fake holds. Contacts you already trust — anyone who verified before, booked with you previously, or is engaged in the CRM — skip the code entirely and see a green "Verified" tick instead, so genuine customers never hit friction.

Can attendees reschedule or cancel without an account?

Yes. Every confirmation email includes a secure, login-free link to reschedule or cancel. Changes sync back to your calendar and update the contact timeline automatically — no support ticket, no back-and-forth.

How does round-robin host assignment work?

Team booking pages distribute meetings across hosts by availability and load, so the next free rep is assigned automatically. Each meeting still ties to the same contact and deal, keeping the timeline intact no matter who takes the call.

Are Google Meet links created automatically?

Yes. A unique Google Meet link is generated and attached to the event and both invites the moment a booking is confirmed. Reminders by email and SMS carry the link so nobody hunts for it at start time.

Can the AI assistant book meetings for me?

Yes. Ask the Vertex assistant to book a slot with a contact and it checks availability, holds the time, sends the invite and logs it against the deal — as a card you approve before it commits.

Let people book you in two clicks.

Spin up a booking page, connect your calendar, and watch verified meetings flow straight onto your contacts and deals.