Why a button
“When can we talk?” comes up again and again in an escrow. Finding a time by text often takes longer than the call itself, and the thread gets buried under everything else on your phone.
If you already use a booking page, the simplest fix is to put it where your client already looks. Now every client board can show a button under your name, next to call and email: for an agent named Avery, it reads “Book a time with Avery.” Your client taps it, picks a slot on your booking page, and the booking reaches you the way it always does.
It’s a small change, but it turns a three-message conversation into one tap for the client, at whatever hour they think of it.
How to set it up
- Copy the link to your Calendly, Cal.com, Google or Microsoft booking page.
- In ClosedEasy, open Settings → Booking & reviews → Booking link.
- Paste it into “Booking page link” and tap “Save booking link.” If you paste an address without https:// in front, it’s added for you.
- Check the line under the box. It names the site clients will go to, such as calendly.com.
- Open any client board to see the button. To take it off, tap Remove in the same place.
- Tell clients it’s there. A line in your welcome message, such as “You can grab a time on my calendar from your board whenever you like,” helps them notice it.
When it helps most
A few hypothetical moments where a booking button saves a round of texts:
- A first-time buyer wants to talk through the inspection report before the response is due. They book fifteen minutes instead of texting “do you have a minute?” and waiting.
- A seller who works late shifts sees your open times at midnight and picks one, without waiting for a reply in the morning.
- A past client opens the board from their closed purchase a year later, wondering about refinancing or selling. The button is still there.
In each case the call still happens the way you run calls today. The button only removes the back-and-forth about when.
What your clients see
The button sits in the strip at the top of the board, beside the other ways to reach you. Next to it, clients see the name of the site it opens, so they know where they’re going before they tap. It opens in a new tab, so the board stays where they left it, and the board’s own address isn’t passed to the booking site.
The assistant on the board knows about your link too. If a client asks how to get time with you, it can point them to the button.
Because it’s contact information, like your phone number, the button stays on closed deals as well, which helps when a past client wants to talk about their next move.
Teams and coordinators
The button always belongs to the agent clients know. On a deal a freelance coordinator runs under your name, clients see your own booking link once you’ve approved the coordinator, never the coordinator’s. If you’re a TC, you can save a link, but it only appears on deals where you are the deal’s agent.
Team and brokerage branding doesn’t change it either. A board may carry the office’s logo and colour, but the booking link is still the agent’s own, so clients book with the person they’re working with. If that agent hasn’t saved a link, there’s simply no button; clients still see the phone and email.
Good to know
- Only secure https links are accepted. Plain http links, addresses with spaces, links with a username or password in them, and raw IP addresses are refused, with a short message saying why.
- A link can be up to 300 characters.
- ClosedEasy doesn’t book anything itself and doesn’t see the bookings. A call booked this way won’t appear on the deal’s timeline.
- Milestone appointments are separate. For an inspection or a signing, record the confirmed time with Schedule on that step, as before, so clients get the details and the calendar invite.
- There’s one booking link per agent, used on all your boards. If you want different meeting lengths, choose a booking page that offers several options.
- Saving an empty box removes the link, the same as Remove. To switch booking pages, paste the new link and save; every board uses the current one.
- Clients who would rather not book online can still call, email or message you from the same strip.
Calendly, Cal.com, Google and Microsoft are trademarks of their owners; ClosedEasy isn’t affiliated with them.