STEP 1 OF 3
1. Connect your calendar
If you skip this step, your link won’t show real availability. Takes 30 seconds.
BOOKIT LINKS
Welcome to BookIt Links.
Your new scheduling link, ready in 5 minutes — and smarter than the one you have now.
Unlike a personal calendar link, every meeting you book with BookIt Links lands on the right Salesforce account, respects your team’s round robins, and is logged automatically. No more “wait, who owns this lead?” Slack messages.
Three things you’ll do today
Connect your calendar → Create your first link → Drop it in your email signature
We’ll walk you through each one. Less than 5 minutes total.
STEP 2 OF 3
2. Create your first link
Use a meeting type your admin already set up. It comes with your team’s branding, reminders, and routing logic baked in — you don’t need to configure anything.
THREE TYPES OF LINKS
Three types of links you can create
Most people only ever use Personal. But Group and Pooled are where BookIt Links pulls ahead of every other scheduler.
Personal
Your calendar only. Use for 1:1s, demos, and email signatures.
Most common · Default choice
Group
Multiple hosts shown side-by-side. Great when a buyer needs both an AE and a Solutions Consultant on the same call.
For multi-host meetings
Pooled / Round Robin
First-available rep from your team, routed automatically. The link is the same — the right person gets the meeting.
STEP 3 OF 3
Now go put it everywhere you sell
Here are four areas that cover ~95% of the booking opportunities you might see in a week.
Email signature
Add a scheduling link to your signature. Now, every cold email becomes a booking opportunity.
Sales engagement
Drop into Salesloft or Outreach sequence templates. Every touch becomes a CTA.
LinkedIn & Social
Paste into DMs, post bios, and the “Featured” section of your profile.
Chrome Extension
Grab and share your link from anywhere in the browser without leaving your workflow.
ADVANCED LIBRARY OF USE CASES
Customize as you go
You don’t need any of this on day one. Come back when you want to add reminders, branded confirmation emails, or surface multiple meeting types on one page.
- Build your own meeting type from scratch
- Customize confirmation emails, reminders, and post-meeting follow-up
- Surface multiple meeting types on a single landing page
- Book on behalf of a teammate
- Generate Single-Use Links for high-value outbound
- Set up Routing Links that determine the host based on form input
What you could turn on next
Our LeanData Scheduling package includes BookIt for Forms and BookIt Handoff alongside BookIt Links. Contact your LeanData Account Manager to learn more.
BookIt for Forms
High-intent prospects book instantly from your demo-request forms, all with the same routing logic available in Orchestration.
Learn More
BookIt MCP
Connect Claude, ChatGPT, and more directly to BookIt with the BookIt MCP server to ask natural language questions and get structured, accurate answers in seconds.
BookIt Handoff
SDRs hand off prospects to AEs live on the call with no double-booking or calendar tetris and with full distribution fairness and governance.
You’re set. Now go book some meetings.
Need help? You can also enable Single-Use Links for high-value outbound and leverage the Chrome Extension for one-click scheduling from anywhere.