Book a Meeting
Book meetings directly from a Lead page. Close Scheduling creates the calendar event, sends the invite, and logs the meeting on the Lead automatically.
You can also let Chloe book meetings on your behalf during live calls.
What you can do with Close Scheduling
Book from a Lead page — open the Book a Meeting modal from any Lead, pick a time that works, and Close creates the calendar event and sends the contact their invite.
Let Chloe book meetings for you — Chloe can book a meeting in real time while on a call, without handing off to another tool or breaking the conversation flow.
Requirements
- A Google or Microsoft account connected to Close with Event Management enabled
- Close Scheduling configured under Settings > Scheduling
- Zoom account (optional)
Setup
Step 1: Enable Close Scheduling for your Google or Microsoft account
- Go to Settings > Accounts & Apps.
- Select the Google or Microsoft account you want to use for scheduling.
- Toggle on Event Management.
- When the blue banner appears at the top of the page, click Reconnect and grant the requested calendar permissions.
Step 2: Connect your Zoom account (optional)
Zoom is supported for video meetings alongside Google Meet and Microsoft Teams. Skip this step if you only need Meet or Teams.
If you already have a Zoom account connected:
- Go to Settings > Accounts & Apps.
- Find your connected Zoom account and click Edit.
- Click Remove account.
- Add your Zoom account again.
If you don’t have Zoom connected yet:
- Go to Settings > Accounts & Apps.
- Click Add account and select Zoom.
- Follow the prompts to authorize access.
After connecting, you’ll be prompted to set Zoom as your default for video meetings.
You can also manage this anytime in Settings > Scheduling.
Step 3: Configure your scheduling settings
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Go to Settings → Scheduling.
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Confirm the correct calendar and time zone.
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Set your scheduling rules: booking hours, minimum lead time, and buffer time between meetings.
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Choose your video meeting platform: