Let Qualified Leads Book Themselves

    Automated booking lets a lead choose an appointment slot themselves instead of trading messages with an agent. APEX syncs two ways with the calendar the producer already uses, shows only genuinely free slots, and sends SMS confirmations and timed reminders before the appointment. Reminders are timezone-aware, and a missed appointment can trigger a recovery sequence offering one-click rescheduling.

    Round-robin scheduling that ends back-and-forth.

    March 2024

    Round-Robin
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    Thu, Mar 14 • 10:30 AM
    30-minute consultation
    Assigned to:
    Alex (Round-Robin)
    ✓ Confirmed: Mar 14 at 10:30 AM with Alex.Add to calendar?

    Auto-Booking From Conversations

    Smart links that lock time instantly from SMS/email/chat.

    Lock 30-min on Thu 10:30

    Send this link via SMS, email, or chat. When clicked, it instantly reserves the time slot and sends confirmations to both parties.

    SMS
    Email
    Chat

    Rules & Routing

    Distribute by team/region/product; buffers; intake questions.

    Smart team assignment based on expertise

    Geographic routing for local presence

    Product-specific agent matching

    Buffer times and availability rules

    Routing Rules

    Team AAuto Insurance
    State CAWest Coast
    Product PPOHealth Plans
    Smart Assignment

    No-Show Prevention

    Reminders, reschedule links, fallback channels.

    Reminder Sequence

    Email
    24h before
    SMS
    1h before
    Call VM
    5min late

    Automatic escalation keeps your calendar full

    Ready for Automated Booking?

    Let qualified leads book their own appointments while you focus on closing deals.

    All booking respects DNC and quiet hours; every action logged • TCPA/10DLC-aware • Enterprise-grade security