Public Meeting Booking

Let visitors book meetings directly from your personalized booking page. When someone requests a meeting, LeadMachine automatically creates a lead, assigns a task, sends notifications, and lets you add the meeting to your calendar with one click.


Overview

Meeting Booking gives you a public URL that anyone can visit to request a meeting with you. The booking flow is powered by Ledo, your AI assistant, who guides visitors through selecting a time slot and providing their contact information.

Your booking URL: https://app.leadmachine.fyi/book/your-username


Quick Start

  1. Go to My Account > Meeting Booking
  2. Toggle Enable Booking Page on
  3. Set your Booking URL slug (e.g., jsmith)
  4. Connect Google Calendar in Integrations (required)
  5. Share your link: https://app.leadmachine.fyi/book/jsmith


Setting Up Your Booking Page

Step 1: Enable Booking

  1. Click your avatar in the top right corner
  2. Select My Account
  3. Scroll to the Meeting Booking section
  4. Toggle Enable Booking Page on

Step 2: Choose Your URL

Your booking URL slug becomes your unique link. Choose something memorable:

  • Your name: jsmith, sarahlee
  • Your business: acmesales, techconsult

The slug can only contain letters and numbers.

Step 3: Configure Preferences

Step 4: Connect Google Calendar

Required - Without Google Calendar connected, your booking page will show an error.

  1. Go to Integrations > Google Calendar
  2. Click Connect Google Calendar
  3. Authorize LeadMachine to read your calendar
  4. Set your working hours in Google Calendar settings


The Visitor Experience

When someone visits your booking page, Ledo guides them through a conversational flow:

1. Welcome

Ledo greets them with your custom intro message (or a friendly default).

2. Topic

Visitor types what they'd like to discuss. This helps you prepare for the meeting.

3. Time Selection

Ledo displays your available slots for the next 2 weeks in an easy-to-navigate grid:
  • Slots are based on your Google Calendar availability
  • Same-day bookings are disabled (starts from tomorrow)
  • Week navigation arrows let visitors browse dates

4. Contact Info

Visitor provides:
  • Name (required)
  • Email (required)
  • Phone (optional)
  • Consent to Privacy Policy, Terms, and SMS Terms

5. Confirmation

Success message confirms the request was sent.


What Happens When Someone Books

When a visitor submits a meeting request, LeadMachine automatically:

1. Creates a Lead

A new lead is added to your pipeline:
  • Type: Prospect
  • Status: New
  • Notes: Include the meeting topic
  • Contact Info: Email and phone from the form

2. Creates a Task

A task is assigned to you:
  • Title: "Confirm meeting with [Name] - [Date] at [Time]"
  • Due Date: The requested meeting time
  • Priority: High
  • Description: Meeting topic and visitor contact info
  • Related Lead: Linked to the new lead

3. Sends Push Notification

Instant notification on all your devices:
  • Title: "New Meeting Request"
  • Body: "[Name] wants to meet on [Date] at [Time]"
  • Tap to view the lead details

4. Sends Email Notification

Email to your registered address with:
  • Visitor details
  • Requested time
  • Meeting topic
  • Add to Google Calendar button
  • Download .ics button (for other calendar apps)

Managing Meeting Requests

From the Notification

When you receive a push notification:

  1. Tap the notification to open the lead details
  2. Review the visitor's information and meeting topic
  3. Navigate to Tasks to see the meeting task

From Tasks

Find meeting requests in your task list:

  1. Go to Tasks page or open the Tasks dropdown in the navbar
  2. Look for tasks titled "Confirm meeting with..."
  3. Click/tap to expand the task
  4. Use the Add to Calendar button to create the event

Add to Calendar

The Add to Calendar button appears on any task with a due date:

  1. Expand the task (click the task row on /pages/tasks or open task detail in navbar)
  2. Click Add to Calendar
  3. Google Calendar opens with pre-filled details:
- Event title (task title) - Date and time (from due date) - Description (task notes + lead link) - Attendee (visitor's email, if available)
  1. Click Save in Google Calendar to create the event

Tip: The calendar event includes a link back to the lead in LeadMachine.

Complete the Workflow

  1. Review the lead - Check their details and meeting topic
  2. Add to Calendar - Use the button to create the Google Calendar event
  3. Send invite - The calendar event will invite the visitor via email
  4. Update lead status - Move to "Meeting Scheduled" or similar
  5. After the meeting - Mark the task as complete


Availability Rules

Your available time slots are calculated based on:


Customizing Your Page

Your booking page displays your branding:

  • Company Logo - Shown at the top (from Company Settings)
  • Your Photo - Profile picture (from My Account)
  • Your Name - First and last name
  • Company Name - Your company's name
  • Ledo Intro - Custom greeting message

To update:

  • Logo & Company: Go to Company Settings
  • Photo & Name: Go to My Account
  • Intro: Go to My Account > Meeting Booking

Sharing Your Booking Link

Add your booking URL to:

  • Email signature
  • LinkedIn profile
  • Twitter/X bio
  • Business cards
  • Website contact page
  • Marketing materials

Example: https://app.leadmachine.fyi/book/jsmith


Troubleshooting

"Calendar Not Connected" on booking page

Your Google Calendar isn't connected. Go to Integrations > Google Calendar and connect your account.

"Booking Unavailable" message

Your booking page is disabled. Go to My Account > Meeting Booking and toggle it on.

No time slots showing

  • Check your Google Calendar working hours are set
  • Ensure you're not fully booked for the next 2 weeks
  • Verify your advance booking window isn't too restrictive
  • Make sure your calendar isn't blocking all slots

Visitor didn't get a confirmation email

The visitor only sees an on-screen confirmation. They'll receive a calendar invite when you add the meeting to your calendar.

"Add to Calendar" button not showing

The button only appears on tasks that have a due date set. Meeting booking tasks always have a due date.


Privacy & Security

  • All data transmitted via HTTPS encryption
  • Honeypot fields prevent spam bot submissions
  • Rate limiting prevents abuse
  • Visitor data stored securely in your LeadMachine account
  • Consent checkboxes ensure compliance

Complete Flow Summary


  1. SETUP
My Account > Meeting Booking > Enable Integrations > Google Calendar > Connect Share: app.leadmachine.fyi/book/yourname

  1. VISITOR BOOKS
Visits your booking URL Chats with Ledo Selects time slot Provides contact info Submits request

  1. YOU GET NOTIFIED
Push notification (instant) Email with calendar buttons In-app notification Task created with due date

  1. YOU CONFIRM
Review lead details Open task Click "Add to Calendar" Google Calendar event created Visitor gets calendar invite

  1. MEETING HAPPENS
Join the meeting Mark task complete Update lead status Continue nurturing the lead

Related: Google Calendar

SettingDescriptionDefault
-------------------------------
Meeting DurationLength of each meeting slot30 min
Buffer TimeGap between meetings for breaks15 min
Advance BookingHow far ahead visitors can book14 days
Custom IntroLedo's greeting messageAuto-generated
RuleDescription
-------------------
Google Calendar EventsAny existing events block those times
Working HoursOnly shows slots during your configured hours
Buffer TimeAdds padding before/after existing events
Meeting DurationSlots must fit your configured length
Advance LimitOnly shows slots within your booking window
Same-Day BlockNo slots for today (starts tomorrow)
Task ManagementLead Management
Push Notifications

Frequently Asked Questions

Go to My Account > Meeting Booking, toggle Enable Booking Page, set your URL slug, and connect Google Calendar. Share your link: app.leadmachine.fyi/book/yourname

LeadMachine automatically creates a lead, assigns you a task with the meeting details, and sends push/email notifications with Add to Calendar buttons.

Yes, you can set meeting duration (15-60 min), buffer time between meetings, advance booking window, and a custom intro message from Ledo.

Yes, Google Calendar is required. It's used to check your availability and prevent double-bookings.