Let clients schedule meetings with you by surfacing a scheduling page.

Overview copy-icon

Copilot makes it simple to schedule time with your clients with directly from your portal. You can embed your scheduling page to make it easy for clients to schedule time with you.

App Setup copy-icon

  1. Go to App Setup, and click + Add an app in the top right corner.

  2. Click Add under Set a title and icon that represents the app. For example, a scheduling page could be titled "Book a Meeting", or a specific event could be titled using the event title itself.

  3. We recommend setting this up as an automatic app so that your calendar will be visible to all clients. If you only want this App to be visible to one or more specific clients, set this as a manual App.

  4. Leave the app set to as Show as embed so that the client isn't directed outside of the portal.

  5. Go to your event page.

  6. On the event page, click Copy public page link near the bottom of the sidebar.

  7. Go back to the App Setup page and paste the copied link into the content box. 



Copilot supports embedding any external application that doesn’t block embedding.

App Visibility


Client-facing apps are visible to clients as well as your internal team.



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