Smart Scheduling

Book More Insurance Appointments with Less Back-and-Forth

Public booking pages for every agent, two-way Google Calendar sync, AI-powered reminder sequences, conflict-free scheduling, and round-robin distribution — all built into SalesPulse so prospects can book while you're on another call.

Set Up Your Booking Page →See AI Follow-Up →
< 5 min
Setup Time
Up to 70%
No-Show Reduction
24 / 7
Booking Available
100%
Phone Tag Eliminated

Create Appointment Types for Every Stage of Your Sales Process

Common appointment types insurance agents create in SalesPulse — each with its own booking page, duration, buffer time, and reminder sequence.

☎️
Initial Consultation
15 min
Quick qualifying call to assess needs and schedule a full review
🏥
Medicare Review
30 min
Comprehensive plan comparison for Medicare supplement or Advantage
📊
Annuity Fact-Find
45 min
Asset analysis, income goals, and RetireScore presentation
✍️
Application Review
20 min
Go through the application and e-sign with the client
🔄
Annual Policy Review
30 min
Annual review for existing clients — retention and cross-sell opportunity
🏠
In-Person Meeting
60 min
Face-to-face at client's home or your office, with travel buffer

From Booking Link to Closed Policy in 4 Steps

SalesPulse scheduling is designed for the entire appointment lifecycle — from sharing your link to logging the outcome and scheduling the next step.

📅
Step 01

Create Your Calendar Types

Set up appointment types for each stage of your sales process — initial consultation, Medicare review, annuity fact-find, follow-up call, or application review. Each type has its own duration, buffer time, availability windows, and booking page URL. Configure once and share the link everywhere.

🔗
Step 02

Share Your Booking Link

Your public booking page is live immediately. Add it to your AI follow-up messages, email signature, website, social media bio, and business cards. Prospects choose a time that works for them — no phone tag, no back-and-forth texting about availability.

🔔
Step 03

AI Sends Automated Reminders

The moment a prospect books, SalesPulse sends a booking confirmation via SMS and email. 24 hours before the appointment, a reminder fires with the details and a one-click reschedule link. One hour before, a final reminder ensures the prospect shows up. No-show rates drop by 50–70% with the full reminder sequence.

✅
Step 04

Log Outcomes, Update Pipeline

After each appointment, log the outcome in one click: completed, no-show, rescheduled, application submitted. The contact timeline updates instantly, next tasks are created automatically, and if the appointment was a no-show, the AI follow-up sequence resumes to re-engage the prospect.

Every Tool You Need to Fill Your Calendar

📅

Public Booking Pages

Every agent gets a unique booking page URL. Prospects self-schedule 24/7 without any agent involvement — even at 2am from a Facebook ad click.

🔄

Google Calendar Sync

Two-way sync prevents double-booking automatically. Personal blocks on Google Calendar instantly remove those slots from your public availability.

🚫

Conflict Detection

SalesPulse checks against all your connected calendars before confirming any booking. Overlaps are impossible — every confirmed appointment is guaranteed conflict-free.

🤖

AI Appointment Reminders

Confirmation, 24-hour, and 1-hour reminder sequences run automatically on every appointment. Agents who use all three report no-shows below 15%.

🔀

Round-Robin Distribution

Distribute inbound bookings evenly across your team. Fair rotation, automatic assignment, and individual availability windows — no manual lead distribution needed.

⏰

Flexible Buffer Times

Set 10–30 minute buffers after each appointment type. Never get double-booked right after a complex Medicare consultation when you need time for notes.

Cut No-Shows by Up to 70% with AI Reminders

Insurance agents lose an average of 8–12 hours per month to no-show appointments. That's 96–144 hours per year — time that should be spent on productive calls and appointments.

SalesPulse's three-touch reminder sequence — booking confirmation, 24-hour reminder, and 1-hour reminder — each with a one-click reschedule link, dramatically reduces no-shows. Agents using the full sequence report holding 85%+ of booked appointments.

✅
Booking Confirmation
Immediately after booking
📅
24-Hour Reminder
Day before appointment
⏰
1-Hour Reminder
1 hour before appointment time
🔄
No-Show Recovery
30 min after if not attended

SalesPulse Scheduling vs. Calendly vs. Manual Booking

FeatureSalesPulseCalendlyManual Booking
Public booking page✅ Per-agent URL✅ Yes❌ No
Google Calendar sync✅ Two-way✅ Yes❌ No
CRM integration✅ Native (same app)⚠️ Webhook integration❌ Manual
AI follow-up sequences✅ Built-in by vertical❌ No❌ No
No-show reminders✅ 3-touch AI sequence⚠️ Basic email only❌ Manual
Round-robin✅ Built-in✅ Paid plan❌ No
Contact auto-creation✅ Automatic❌ Webhook needed❌ Manual entry
AI sequence pause on booking✅ AutomaticN/AN/A
Monthly cost✅ Included in CRM plan⚠️ Separate subscriptionFree but time-costly

Frequently Asked Questions

Can prospects book appointments without creating an account?+
Yes. Every agent in SalesPulse has a public booking page with a unique URL (like salespulse.app/book/your-name). Prospects can see available time slots and book a phone call, video call, or in-person appointment without creating any account. You can share the link in your email signature, AI follow-up messages, social media, or business card.
Does SalesPulse sync with Google Calendar?+
Yes. SalesPulse supports two-way Google Calendar sync. Appointments booked through SalesPulse appear on your Google Calendar, and events on your Google Calendar block availability on your SalesPulse booking page. This prevents double-booking automatically — if you block a morning for a personal appointment on Google Calendar, those slots disappear from your public booking page immediately.
How do AI reminders reduce no-shows?+
SalesPulse sends a sequence of AI-generated reminder messages leading up to every appointment: a confirmation SMS immediately after booking, a reminder 24 hours before, and a final reminder 1 hour before. Each message includes the appointment details, a one-click reschedule link, and a cancel option. Agents who use the full reminder sequence consistently report no-show rates below 15% — compared to the industry average of 30–40% without reminders.
What is round-robin scheduling and how does it work?+
Round-robin scheduling distributes incoming bookings evenly across a pool of agents. When a prospect books through a team or agency booking page, SalesPulse automatically assigns the appointment to the next available agent in rotation. This is useful for agencies that distribute inbound leads equally, ensuring no single agent gets overwhelmed while others sit idle. You can configure the rotation pool, set individual availability windows, and exclude agents on vacation.
Can I configure buffer time between appointments?+
Yes. You can set a buffer time (5, 10, 15, or 30 minutes) that automatically blocks a window after every appointment. This prevents back-to-back bookings and gives you time to take notes, submit applications, or grab water between calls. Buffer time is configured per calendar type — so your phone consultations might have a 10-minute buffer while your in-person appointments have 30.
Does the calendar integrate with the rest of SalesPulse?+
Yes, deeply. When a prospect books an appointment, a contact record is automatically created or updated in SalesPulse. The appointment appears on your calendar view, a task is created for appointment prep, and any active AI follow-up sequences are paused since you already have a booking. After the appointment, you log the outcome (completed, no-show, rescheduled) directly from the calendar event, which updates the contact's timeline immediately.

Let Prospects Book While You're Closing Other Deals

Set up your booking page in under 5 minutes, add the link to your AI follow-up messages, and watch your calendar fill automatically — no phone tag, no back-and-forth, no no-shows.

Create Your Booking Page →See All Features →