Bring meeting scheduling and calendar sync into one booking link
Sighthem's meeting scheduling software ties appointment scheduling to the end-to-end foreign trade flow, not to a separate calendar app. You connect your Google Calendar or Microsoft 365 calendar, write the meeting you set in the panel to the connected calendar and send the invite to the attendee by email. With a public booking link you publish your availability and let the customer pick a free slot themselves; conflict, buffer time and concurrent reservation protection keep two bookings off the same slot.
Calendar sync: connect Google Calendar or Microsoft 365 in one step
Appointment tracking works when the meeting shows up on both your calendar and the attendee's. Sighthem rests scheduling not on a separate app but on the Google Calendar or Microsoft 365 calendar you connect; the meeting you set in the panel is written to the connected calendar, and the invite goes to the attendee by email.
- Connect your Google Calendar or Microsoft 365 calendar with a single authorization, and stop managing a separate account and password just for scheduling
- Let the meeting you set in the panel be written automatically to the connected calendar and the email invite reach the attendee, so you work in one place
- Set up calendar sync through the mailbox your work email is connected to, so you write and create appointments under the same identity
- Define the meeting duration, title and note from the panel, so the calendar entry and the invite are fed from the same information
Public booking link: publish your availability, let the customer pick the slot
The 'which time works' back and forth over email spreads a booking across days. Sighthem's booking link ends that round: you define your availability window, and the other side picks a free slot themselves from a public page.
- Define your weekly availability window, that is your days and time ranges, once, and let the online booking system compute the free slots automatically
- Put the booking link in an email, your signature or a quote, and let the customer pick a free slot and leave their name and email
- Fix the meeting duration per slot, and present the available times for the next 14 days to the other side as a ready grid
- A booking link you deactivate returns 404, so you close it without leaking its existence and keep active links under control
Conflict, buffer and concurrent reservation protection
The value of a booking calendar is that two bookings never land on the same slot. When Sighthem computes free slots it merges both your own meetings and the busy times on the connected calendar, and separates back-to-back meetings with a buffer.
- With a free-busy check, merge the busy intervals on the connected Google Calendar or Microsoft 365 with your Sighthem meetings, so you do not open an already-full slot to a customer
- Put a buffer between meetings to leave breathing room in back-to-back calls and break the chain of running late
- With concurrent reservation protection, have the second booking rejected even when two people pick the same slot at the same moment, closing the double-booking risk
- With a one-hour minimum notice rule, block last-minute appointments so you are not caught unprepared
Schedule from the panel: set it up, link it, send the invite
Not every appointment comes from a link; you set some meetings up yourself. Meeting scheduling from the Sighthem panel covers setting the duration and attendee and, in one step, both writing to the calendar and sending the invite.
- Set the meeting up in the panel with a title, duration and note, enter the attendee's email, and have the invite and the calendar entry created at once
- Link the meeting directly to a lead or customer card, keeping the conversation in the same place as that person's history
- When you update or cancel the meeting, have the change reflected on the connected calendar too, so you do not fix it in two places separately
- Filter meetings in a single list and see on one screen which appointment is when, by lead and by customer
Automatic card matching: let the appointment land on the right customer
When appointment data is cut off from the CRM, searching for whose meeting it is takes time. Sighthem compares the attendee's email with existing records; when there is a match, it links the meeting to that card automatically.
- If the attendee's email matches an existing customer, link the meeting to that customer card automatically; if it matches a lead, to the lead card
- Have meetings from the booking link pass the same matching too, so even a record from the public page lands on the right card
- Leave an attendee with no match unlinked so you can attach them to the right card by hand later, without a false match being invented
- Keep the customer appointment record in the same place as the CRM history, so you enter the next meeting with the person's full past
One-way sync and fail-soft: we describe the scope as it is
The value of a scheduling tool is as much in honestly stating its limits as in what it does. This version works one-way: the meeting set in the panel goes to the calendar, pulling back from the calendar is out of scope; and if the sync fails, you still do not lose the meeting.
- In this version the sync is one-way: a meeting created in the panel or the booking link is written to the connected calendar, while an entry you add directly to the calendar is not pulled back into Sighthem
- The free-busy read is only for seeing busy times; it does not copy the content of your calendar appointments into Sighthem, preserving privacy
- If writing to the calendar fails (missing scope, expired session or a provider error), have the meeting still be created so you do not lose the record
- Have a failed sync show on the record with a sync-error badge, so you notice the problem and fix it after refreshing the connection
Inside the foreign trade flow: access, workspace and mobile
Appointments, post-fair follow-up and customer meetings live in the foreign trade flow itself; they are not scattered into a separate scheduling tool. Sighthem places scheduling inside the CRM and opens the right data to the right person with role-based access.
- Keep the appointment next to the lead and customer cards, quotes and correspondence, instead of moving the meeting to a separate calendar app
- Set up appointments with the people you collect at fairs and in the field on the same platform, and tie the meeting to the related opportunity
- Control who can create appointments and who sees the connected calendar with role-based access, and preserve workspace isolation
- See a free slot from the field with the mobile PWA and create the appointment instantly, without waiting until you are back at the office
Put your booking link inside your quotes and email signature. Once you define the availability window and set the buffer, the 'which time works' exchange ends; the customer picks a free slot themselves, and the meeting lands on your calendar and the other side at the same time.
When calendar sync and automatic card matching work together, the appointment does not get lost in a separate calendar app. Every meeting appears on the related lead or customer card, and you enter the next meeting with the person's full history; the job of copying appointment data into the CRM by hand disappears.
This version works one-way: the meeting set in the panel goes to the calendar, but an entry you add directly to the calendar is not pulled back into Sighthem. The free-busy check that prevents double-booking is fully reliable only while the connected calendar is reachable; if the scope drops or the session expires, the sync is marked with an error badge, so do not ignore that badge.
Frequently Asked Questions
How does the booking link work, does the customer need to create an account?
No. You define your weekly availability window and meeting duration, and Sighthem computes the free slots for the next 14 days. You share the link to the public booking page; the customer picks a free slot and leaves their name, email and a short note. They do not need an account, and the appointment lands on both your calendar and the connected calendar at once.
Which calendars can I connect, is the sync two-way?
You can connect your Google Calendar or Microsoft 365 calendar. In this version the sync is one-way: a meeting created in the panel or the booking link is written to the connected calendar and the invite goes to the attendee by email. An entry you add directly to your calendar is not pulled back into Sighthem; however, when free slots are computed the busy intervals on the calendar are read with a free-busy check, so a time you are already busy is not opened to a customer.
What prevents two appointments from landing on the same slot?
Three layers work together. The free-busy check merges both your Sighthem meetings and the busy times on the connected calendar, the buffer separates back-to-back meetings, and concurrent reservation protection rejects the second booking when two people pick the same slot at the same time. On top of that, a one-hour minimum notice rule blocks last-minute appointments that would catch you unprepared.
Is the appointment linked to the customer card automatically?
Yes, when there is a match. If the attendee's email matches an existing customer, the meeting is linked to that customer card automatically; if it matches a lead, to the lead card. If no match is found, the appointment stays unlinked and you can attach it to the right card by hand later; the system does not invent a false match. This keeps appointment data in the same place as that person's history.
If writing to the calendar fails, is the appointment lost?
No. Sighthem works fail-soft: even if the scope has dropped, the session has expired or the provider returned an error, the meeting is created in Sighthem and marked on the record with a sync-error badge. After refreshing the connection you see and fix the problem; you never silently lose an appointment. You can try Sighthem free for 14 days on the PRO plan and test it with your own calendar.
Manage calendar sync, a public booking link, conflict and buffer protection and automatic customer matching on the same platform as the rest of your foreign trade. Try Sighthem free for 14 days on the PRO plan, no card required.
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