Spread the load
Assign each booking to the least busy person, or keep a named account owner, so no one is buried and customers get a quick yes.
Customers get time with the right person.
Onboarding calls, check-ins and support sessions, shared across the team and kept to a pace people can actually sustain.
TeamSharing bookings across a team is a Team feature. Individual success managers can use everything else on Pro.
Customer success & support
What you get
Room to breathe
Buffers before and after calls, minimum notice and a limit on how far ahead people can book keep your day workable.
Scheduling by email
On a thread with a customer, copy Evie and ask her to set up the call. She offers real open times and books the one they pick.
History for every customer
Contacts lists each customer's meetings and the team's notes, so whoever takes the next call knows what happened before.
How it works
Set up once, then it runs itself.
- STEP 1
Create events for each moment
Onboarding, check-in and escalation each get their own length and rules.
- STEP 2
Choose who takes them
Pool a group, or keep the account owner for customers they already know.
- STEP 3
Share the links
Put them in onboarding emails and your help center. Reminders do the chasing.
Your setup
A typical customer success setup
Sharing bookings across a team is a Team feature. Individual success managers can use everything else on Pro.
Compare plansTeam plan
- Least busy assignment for onboarding calls
- A buffer after every call
- Reminders before each meeting
- Evie for scheduling by email (optional add-on)
- Contacts notes shared with the team
Questions
Good to know
Can customers cancel or reschedule?
Yes, from the link in their confirmation and reminder emails. You can set a window inside which they need to contact you instead.
Is Evie included?
Evie is an optional add-on to Pro and Team. She only books free booking types, one guest per meeting.
Your next meeting is one link away.
Free to start. No credit card required.