Demo Booking Configuration

Demo Booking Settings

Navigate to Settings → General → Demo Bookings to configure the demo booking system.

Team Availability

  1. Each platform team member who takes demo calls needs availability set
  2. Set weekly time slots — e.g. Monday 09:00-12:00, Tuesday 14:00-17:00
  3. Time slots are shown to prospects in their local timezone
  4. The system handles timezone conversion automatically

Blocked Dates

Add dates when no demos should be offered:

Buffer Time

Set the number of minutes between consecutive demo slots. A 15-minute buffer prevents back-to-back calls and gives staff time to prepare notes and take breaks.

Load Balancing

The demo booking system automatically assigns calls to the team member with the fewest bookings that week. This ensures fair distribution and prevents any one person from being overloaded.