Calendar & Booking

How it works

YInfra's booking capability integrates a full calendar and scheduling layer into the operator console, connecting inbound booking requests to the CRM pipeline without any manual data entry between systems.

Integrating with your calendar and scheduling system (open-source options, or Google/Outlook), the booking system supports both internal team calendars and public-facing booking pages. A med spa can publish a branded booking page for consultations and treatment appointments; a home services company can expose booking for estimates and service windows; a private lender can publish a calendar link for deal intake calls. Each booking automatically creates or updates a CRM record, sets the appropriate pipeline stage, and schedules any configured follow-up tasks.

Calendar connectivity supports Google Calendar, Microsoft Outlook, and CalDAV-compatible systems, so operators and team members can use the tools they already depend on while bookings flow into the YInfra console. Double-booking prevention is handled automatically across connected calendars.

Round-robin and team booking are supported, so businesses with multiple service providers can route bookings to the appropriate staff member based on availability, service type, or territory. Buffer times, advance booking windows, and cancellation policies are all configurable.

Automated reminders -- email and SMS -- can be triggered at configurable intervals before appointments, reducing no-shows without requiring staff to manually send confirmation messages. Post-appointment follow-ups flow into the CRM as tasks, keeping the customer journey intact through the entire engagement.