PrimeBase/Features/Appointments
Feature · Appointment Scheduling Software

Scheduling that knows your customers.

Appointment scheduling software that knows who your customers are. Book appointments tied directly to your CRM. Sync with Google Calendar and Outlook. Send branded confirmations. No Calendly tab needed.

14-day free trial No credit card Live in 5 minutes
app.primebase.io/appointments/new
Booked, confirmed, and in the CRM record
The problem

Your booking tool has no idea who the customer is.

Calendly collects a name. Your CRM has the deal history. Your calendar has the conflicts. None of them talk to each other — so you do the talking, manually, every time.

It’s not a scheduling problem. It’s a missing connection.

Teams lose 3+ hours a week on scheduling back-and-forth
Time spent coordinating, not delivering.
Calendly · your booking page
Jennifer Liu booked a meeting
Discovery call · Tue, May 14 · 10:30 AM
NameJennifer Liu
Emailjennifer@lakeshore.com
NotesWant to discuss renewal
Customer history: not here · Deal status: not here
Name collected. Context lives in another tool.
Gmail · your inbox
From:jennifer@lakeshore.com
Does Tuesday at 2 PM work for you?
Sorry, I have a call then. How about 4 PM?
4 PM works! Wait — actually, can we do Wednesday?
Wednesday I'm out. Thursday morning?
7 emails to confirm a 30-minute call.
Google Calendar · Thursday
Thu May 15 · 10:00 AM
10:00 AM
Discovery call · Jennifer Liu
10:00 AM
Discovery call · Marcus Webb
Double-booked. Noticed at 9:58 AM.
Calendly doesn't know about your other bookings.
Book in one tool. Find context in another. Conflicts: discovered live.
What’s inside

Book smarter. Show up prepared. Never double-book.

Every appointment tied to the customer record. Conflicts caught before they happen. Clients book themselves — with no back-and-forth.

Core feature

Calendar view with full team availability.

See your team’s schedule at a glance. Day and week views. Every appointment linked to the customer it belongs to.

Week of May 125 appointments
8 AM
9 AM
10 AM
11 AM
12 PM
1 PM
2 PM
Mon 12
Jennifer Liu
9 AM
Tue 13
Discovery · Acme
10 AM
Wed 14
Onboarding · TechCo
9 AM
Thu 15
Check-in · Lakeshore
11 AM
Fri 16
Demo · FinFirm
2 PM

Conflict detection. No more double-bookings.

PrimeBase checks real-time availability before confirming. Conflicts surface before they happen — with the next free slot suggested automatically.

Book: Follow-up · Acme Inc.
Conflict detected
Thu May 15, 2:00 PM — James M. calendar is blocked
Next free slots
Thu May 154:00 PMJames M.
Fri May 169:00 AMSarah K.
Fri May 1611:00 AMJames M.

Google Calendar and Outlook. Synced.

Connect your existing calendars. Every booking made in PrimeBase appears in Google and Outlook automatically.

Calendar sync
G
Google Calendar
Last synced 2 min ago
Live
O
Microsoft Outlook
3 calendars synced
Live
Calendar sync active
Bookings in PrimeBase appear in Google and Outlook automatically.

Shareable booking links.

Send a link. They pick a slot. Done — no login required for clients.

Discovery call30 min
Onboarding1 hour
Support15 min

Auto reminders. Fewer no-shows.

Reminder emails sent automatically before the appointment. Set your own timing.

24 hours before
1 hour before
On the day

Intake forms before the meeting.

Attach a Smart Form to any booking type. Clients fill it in when they book. You arrive prepared.

What brings you in today?
Company size?
Current tools?

Reschedule and cancel flows.

Clients can reschedule or cancel from their confirmation email. Notifications sent automatically.

Rescheduled by client
10:30 AM → 2:00 PM
Cancellation received
Reason logged

Branded confirmations. Sent automatically.

Every booking triggers a confirmation email with the appointment details and reschedule options. Your brand, not a generic SaaS template.

Appointment confirmed
To:jennifer@lakeshore.com
Re:Confirmed: May 14 at 10:30 AM
Your appointment is confirmed
DateTue, May 14, 2025
Time10:30 AM – 11:30 AM
WithSarah K.
Reschedule
Cancel

Clients book from their portal. No email needed.

Expose a booking page in the client portal. They pick a slot themselves. You get the booking, they get a confirmation. No back-and-forth.

Lakeshore Co.
Client view
Book an appointment
Pick a time with our team.
Discovery call30 min
Onboarding session1 hour
Support check-in15 min
No login required · Booking link sent via portal
Connected to the rest of PrimeBase

Every appointment knows who it’s with and why.

No name-only bookings. No orphaned calendar events. Every appointment connects to the customer record, the portal, and any intake form you’ve set up.

JL
Jennifer Liu
Lakeshore Co. · May 14 · 10:30 AM
ConfirmedCRM linked
Appointment
Customer selectedCRM
Appointment links to their record. Full history — past meetings, deals, notes — available before the call.
Client booksPortal
They pick a slot from their portal booking page. Confirmation sent automatically. No phone call, no email.
Intake form sentSmart Forms
The form is sent when they book. You read their answers before the meeting. You arrive prepared.
Common questions

What people ask before they switch.

Yes. Connect Google Calendar and Outlook for your team. Bookings made in PrimeBase sync to your connected calendar automatically. Connect as many calendars as your team needs.
One platform. Every appointment.

Stop chasing time slots. Start showing up prepared.

14-day free trial. Five-minute setup. No credit card required.

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