Schedule, booking and meetings
Plan your team's week, let customers book a time, and hold video meetings.
28 articles
- How do I schedule a visit?On the Schedule, click Schedule, pick the customer and the job, check the time and who goes, then click Schedule.
- How do I move a visit or change its length?On the Schedule, drag the visit to a new time. Drag its bottom edge to make it longer or shorter. Undo is one click away.
- How do I connect my Google or Outlook calendar?Open Settings › Calendars, click Connect calendar account, pick Google Calendar or Outlook Calendar, and allow access. You can connect up to 6 accounts.
- What's in the "To schedule" list?Your accepted quotes that don't have a date yet. Drag a card onto the calendar, or click it to pick the time.
- How do I see my team's calendars?On the Schedule, open the Calendars drawer and tick teammates under Team to see their visits, Alori events and Google or Outlook events. Day gives each a column.
- How do I plan an event with guests or a video call?On the Schedule, click Schedule, pick Event, add a title, a time and guests, turn on Video meeting if you want, then click Schedule.
- How do I turn on online booking?Open Booking, check your name and time zone, then click Turn on booking. Pick a ready-made appointment to get your first link.
- How do I create a booking link?In Booking, click New link, name it, pick its length and place, then click Create. Click Copy the link on its card to send it.
- How do I set my booking hours and days off?In Booking, open Hours, switch each day on or off and set its hours. Under Dates that differ, click Add a date for a day off. Then click Save.
- How do group bookings and taking turns work?A group lets several customers book one time. A team link gives each booking to one free person in turn, or books the whole team together.
- How do I put booking on my website?In Booking, click Share on a link, open On my website, then Copy the code. Site made with Alori? Paste the request in the chat.
- How do I approve booking requests myself?In the booking link, open Confirmation and reminders and pick I confirm each request. Requests then wait under To confirm in Appointments.
- How do booking reminders work?Each confirmed appointment gets an email to everyone 1 hour before. You can add reminders to the customer: 2 days, 1 day, 4 hours or 1 hour before.
- How do I send customers to the right appointment?Make a routing form: a few questions, then rules that open the right appointment, or show a message, depending on the answers.
- How do I send a one-time booking link?In Booking, click Share on a link, open One person, click Create a link, then copy it. It works for one appointment, then it closes.
- How do I book an appointment for a customer?In Booking › Appointments, click Appointment, pick the customer, the appointment and a free time, then click Book. The customer gets the confirmation email.
- How do I see booking stats?In Booking, click ⋯ › Statistics. Pick 7, 30 or 90 days to see link views, appointments, cancellations, no-shows and where customers found you.
- How do I start a video meeting?In the menu, open Meetings, then New meeting. Add guests, pick a time, keep Alori video, click Create. Guests join without an account.
- How do I record a meeting and get the transcript and summary?Keep Record on when you make an Alori video meeting. When it ends, Alori writes the transcript and a summary, and you can watch the video on the meeting's page.
- How do I let guests in from the waiting room?When a guest knocks, you see "… wants to join" over the video. Click Admit to let them in, or Deny. With several, click Admit all.
- How do I ask questions about a past meeting?Open the meeting, choose Questions beside the transcript, and type your question. Alori answers from what was said, for example the next steps or a follow-up email.
- How do I import a meeting recording or transcript?In Meetings, click ⋯ › Import, choose a recording or a transcript (or paste the text), check the details, then click Import. Alori writes the notes.
- How do guests cancel or reschedule a meeting?Every meeting invitation has a Cancel or reschedule link. Guests pick a new time when you're free, or cancel, and it changes for everyone.
- How do I add my photo to my booking page?In Booking › Links, click the round picture on the My booking page line and pick a photo. It shows on your booking links and across the CRM, right away.
- How do I record an in-person meeting?Tap Record meeting on your phone or computer, set it on the table, then tap Stop and get notes. Alori writes the transcript and summary.
- Who can see my meetings?Your meetings are private to you. Click Only you on a meeting to share it with the whole team or with chosen teammates.
- How do I see my next meeting at the top of the screen?Your next meeting shows in the top bar of every page, with how long until it starts. It turns amber 15 minutes before, green when it's about to start, and red only if you're late.
- How do I see my whole team's meetings?Admins open Meetings and click Team meetings, above the list. Every teammate's meeting shows, with whose it is, and opens with its recording and notes.