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The book-a-call page

What a couple sees on your discovery call page, and the lead, calendar entry and confirmation email Hailo creates when they book.

Your call page lets a couple pick a time for a discovery call without a back-and-forth. Setting up the hours, duration and video link is covered in The call scheduler. This article covers what the couple sees and what Hailo does when they book.

What the couple sees

The page shows your studio name, the call length ("30 min" for example) and the time zone all times are shown in.

Step 1: pick a day

A calendar of the days you made available. Days with no openings cannot be chosen.

Step 2: pick a time

The open times for that day, in your time zone.

Message Meaning
"No times on this day, try another." Every slot is taken or the day is outside your hours.
"Could not load times. Try refreshing." The times could not be fetched. Reloading the page fixes it.

Step 3: your details

Field Required
Your name Yes
Partner's name No
Email Yes
Phone No
Venue / city (placeholder "Switzer Farm, Mendocino CA") No
Anything we should know? (placeholder "Vision, vibe, vendors already booked, anything that helps us prep.") No

The couple clicks Confirm booking. The footer reads "All times in

The confirmation page

"You're on the calendar", the day and time, a Join the call → button when you have a video link, and "A confirmation email is on its way."

What Hailo creates

  1. A lead with source Booked a call and status Contacted (the couple has already booked a call, so they are warmer than New). Name, partner, email, phone, venue and notes are filled in from the form.
  2. The call on your calendar as a Call entry, linked to the lead. If your call scheduler uses Zoom or Google Meet, the join link is created and attached.
  3. A confirmation email to the couple, sent from your connected mailbox, with the subject "Your call with and the time" and the join link. It is logged on the lead's Messages tab.
  4. A notification to you in the bell, "New call booked", and an email if you have a mailbox connected.
  5. An entry on the lead's Activity rail reading "Discovery call booked".

Troubleshooting

Couples say every day is empty. Check your availability in The call scheduler: the hours, the days of the week and how far ahead bookings are allowed.

The confirmation email did not go out. It sends from your connected mailbox. Connect one under Settings > Integrations. The lead and the calendar entry are created either way.

The join link is missing. Connect Zoom, or Google Calendar for Google Meet, under Settings > Integrations, or paste a fixed video link in the call scheduler.

Still stuck? Send a note from the contact page and a real person at Hailo answers. Include the studio name you signed up with and, if it is about a specific screen, what you clicked.
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