Who sends the invitation
Gmail labels a calendar invitation “from an unknown sender” when it comes from an address the person has never written to. That covers almost every new lead. To avoid that label, Nudge can send the invitation itself:- Nudge sends it when Channels → Email has a sender with the same
address as the meeting type’s booking account (for example
contact@yourcompany.comin both places). The contact and every host get a normal email in the contact’s language (or your Default language) with the time, the Meet link or address, a link for the contact to change or cancel, and a calendar file to add it with one click. Moves and cancellations come the same way. - Google sends it in every other case, as a standard Google Calendar invitation, and Google also sends any later changes.
Setting it up
Everything lives in Calendar settings (admins): on the Meetings tab, the gear next to the view picker. The top bar reads Meetings › Calendar settings; click Meetings to go back to the calendar. Meeting types come first on the page. They say what is being booked: name, length, where it happens, who takes it, and how far ahead a contact can book (minimum notice and days ahead). Each type has its own page with two tabs: Setup, with its settings, its Share card and its Hosts, and Meetings.- Length. Also sets how far apart the offered times are: a 15-minute type offers 3:00, 3:15, 3:30; an hour-long one 9:00, 10:00. Your team can still book any time from the Meetings tab.
- Where. Phone call: the host rings the contact at the meeting time. Google Meet: the invitation carries a Meet link. In person: you meet somewhere, and nobody gets a link. Write where under Where to meet: an address, or something like “At the property” when the place is the contact’s own, as for a viewing. The invitation, the contact’s booking page and the voice agent all say it. A meeting keeps the place it was booked with, so editing the type later moves no meeting already made.
- Who takes it. Contact owner gives the meeting to the contact’s owner when they host this type and have a free time in the next three working days; otherwise the next host in line. Rotate gives it to whichever free host was booked longest ago. All hosts books everyone together: only times when every available host is free are offered, and all of them are invited. Moving the meeting checks everyone too. Booked from one host’s own link, the meeting is filed under that host, with the others attending.
- Bookable. Minimum notice is set in hours or days, where a day is 24 hours. Each host’s own days still decide where a booking lands: with one day of notice, a Friday afternoon request gets Saturday for a host who works Saturdays and Monday for one who doesn’t. Your team can always book any free time from the Meetings tab; notice applies only when a contact or the voice agent books.
- Host becomes the contact owner. When on, the host is written as the contact’s owner once the meeting is booked.
- Email the contact an invitation. On by default: the contact gets a calendar invitation, and another if the meeting moves or is cancelled, and their answer shows on the Meetings tab. Switch it off if you confirm another way, for example on WhatsApp. The host is always invited. Meetings booked while it was off show Not invited.
- Calendar. Whether the host has connected their own Google Calendar, on their page under Contact owners (see Connecting your calendar below). Connected: their Google events block those times. Not connected: they’re booked inside their hours for this type, and their Google events don’t count. Reconnect needed: Google stopped the connection, and they reconnect it on their page. A host who doesn’t sign in to Nudge gets a link to connect it from their page under Contact owners (see Connecting your calendar without signing in below). Hosts who sign in connect it on their own page.
- Hours. When each host takes this type: their working hours, or hours set for this type alone. Click them to change them right there: pick the days and the times, and they count for this meeting type only. They replace the host’s working hours for it and can fall outside them, for example Saturday mornings for someone who works weekdays. Use working hours goes back to the default. A host is only booked inside these hours, read in their own timezone, so 10:00 means 10:00 where each host is. A meeting type has no days and times of its own: if a host is free on a Sunday, they can be booked on a Sunday. A warning sign next to a host’s hours means they’re too short for one meeting; click it to read why. On an All hosts type, that host means the type offers no times at all. Your team can still book outside a host’s hours on the Meetings tab after confirming; the voice agent and booking pages never do. The column leaves the timezone out unless this type’s hosts are in different ones; then it names each host’s city. Each host can also set their own hours for a type on their page, with Set my times.
- Name. Click a host’s name to open their page under Contact owners.
- Colour. Each host’s meetings have their own colour on the Meetings tab, so you can tell people apart at a glance. Nudge picks a different one for every host; click the dot in front of a host’s name to choose another. A colour another host already has can’t be picked.
- Removing a host asks first. Meetings already booked stay as they are. To pause someone for a while, switch off Available instead.
- Booking account. The Google account this type’s meetings are booked on, and the address its invitations come from. With one account connected, this just shows its address. With more, pick one; picking the default account means the type follows the default if you change it later.
- Make default lists the meeting types that will move to the new default before anything changes.
- Disconnect stops new meetings on that account. Meetings it already booked stay on its calendar and can still be moved or cancelled. While another account is connected, you can’t disconnect the default or an account a meeting type has picked: make another account the default, or pick another account on those types, first.
- Access removed means Google stopped accepting the account, usually because someone removed Nudge’s access or changed the password. Click Reconnect and sign in again. Until then its meeting types can’t be booked. They never switch to another account on their own, because the invitations would come from an address you didn’t choose.
The Meetings tab
The calendar shows Day, Week, Month and List views, in your own time zone (the corner of the grid names it). A member opens on their own meetings, an admin on everyone’s. The Meetings title and global actions stay in the compact top bar, which shares its background with the main navigation sidebar. Below it, Today, date navigation, settings and the view picker sit above the calendar card. The side panel and toolbar share a pale background; the dates and grid sit on the calendar card below them. The side panel on the left works like Google Calendar’s:- A small month. Click a day to jump to it. The days on screen are highlighted.
- Meeting types. Only team meeting types appear here. Tick types to narrow the calendar to those bookings; untick them or click Clear to see all bookings again. Admins add a type with +, and the gear beside a type opens its settings.
- Hosts. Each person appears once, in their colour, so this list is also the key to the colours on the calendar. Tick the people you want to see. Their personal phone, video and in-person bookings appear alongside their team meetings when no meeting type filter is selected. Admins change a person’s colour from the dot that appears when you point at their name; everyone sees the same colour.
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Book by clicking an empty slot in Day or Week, or drag down to choose a
longer or shorter meeting than the type’s. The popover shows the date and
the start and end, which you can change.
- Type lists every meeting type, including ones the side panel hides. Under People is everyone who offers meetings of their own on their booking page, by name, with a symbol for each kind they offer (point at one to see which). People appear once they’ve connected their calendar.
- Where says how the meeting happens: a phone call, Google Meet, or in person with the address. For a person who offers more than one kind, pick it here.
- Host lists everyone who takes that type. It starts on the person the type would choose (the contact’s owner, or whoever is next in turn), or on the host whose column you clicked. Pick someone else to book them instead. Next to the name, Nudge says whether they’re free, or why not: outside their hours, blocked, busy in Google Calendar, or already in a meeting. An All hosts type lists everyone, since they all attend.
- You can book a contact as many meetings as you like, of the same type too. Only the voice agent and the booking pages stop at one upcoming meeting of a type per contact, and offer to change its time instead.
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Block time for a holiday, a day off or an appointment of your own: click
or drag on the grid and switch the popover from Meeting to Block time.
Give it a name if you like (“Holiday”), then choose:
- Once, for one day or a run of days (fill in the last day for a week away).
- Every week on the days you pick, such as a lunch hour every weekday.
- Every day.
- Move a meeting by dragging it, or resize it from its bottom edge. Google emails the new time.
- Click a meeting to see its details, including whether it is a phone call, Google Meet or in person, with the join link or address. The pencil lets you change its date, start and end, with a line saying whether the host is free then, and Where it happens: a phone call or Google Meet, or in person when there’s an address. A personal meeting switches between the kinds that person offers. Save updates it and everyone invited is told. Switching to Google Meet adds a Meet link; switching away removes it. The bin cancels it. A Google Meet meeting also has Join.
- Busy blocks are time a host’s own Google calendar shows as taken, striped in that host’s colour. Every host you’ve ticked gets them. With several hosts in the week view, each block starts with the person’s name, and time a host has blocked off shows the same way. Nudge only sees that someone is busy, never what the event is.
- A meeting’s colour is its host’s (blue unless you’ve picked another). How solid it is shows the contact’s answer to the invitation: solid for accepted, a light wash for not answered yet, red for declined. Past meetings fade. Point at a meeting to see its answer in words.
The voice agent books
On a voice agent’s page, Books meetings picks a meeting type (or Off). The agent can then check the host’s free times during the call and book the one the contact agrees to. Your instructions decide when it offers a meeting, for example “once they qualify”. Like every other change on that page, it goes live when you publish.- The agent speaks in the contact’s own time zone, taken from their phone number. If their country has several time zones, it checks which one first.
- It only offers times that are really free, and never asks for the contact’s name or email: it already knows who it is talking to.
- If a time has just gone, it says so and offers the nearest free ones.
- If the calendar can’t be reached, it tells the contact a colleague will be in touch, rather than guessing.
Moving or cancelling on a call
The same agent can move or cancel a meeting the contact already has. It only ever sees the meeting of the person it is talking to: the contact you called, or the number calling in. Whatever the caller says, it cannot find or change anyone else’s meeting.- It names the meeting first (“your consultation on Tuesday at 3 pm with Sam”) and changes it only after the contact says yes.
- A new time keeps the same host and follows the same rules as the contact’s booking page: only times that are really free, with the meeting type’s notice.
- It can change the contact’s next meeting only. If they have more booked, it says it can’t change the others on the call.
- A contact can make six changes a day, counting those on their booking page. After that, or if the calendar won’t take the change, the agent says a colleague will be in touch and every admin gets a notification.
- Google sends the new time or the cancellation to everyone invited, and the contact’s activity shows who made the change.
On the contact
While a meeting is coming up, a line under the contact’s name says when it is and who it’s with. It shows on the contact’s page and in the inbox, and clicking it opens the meeting in the calendar. Booking, moving and cancelling each leave a note on the contact, so the notes are the meeting’s history. A Meeting automation runs when a meeting is booked, moved or cancelled, and can check the meeting type and who booked it. It runs once per change: move a meeting twice and it runs twice. See Automation. Call-outcome automations can use the condition Meeting booked on this call (yes or no). For example: qualified on the call, and no meeting booked, so send the booking link.Saying when in a message
A template can name the meeting. Open Variables in the editor (or type@) and pick from the Meeting group:
The date and time are in the contact’s time zone, the same one the voice
agent uses, and in the message’s language: a Turkish tab says “14 Ekim
Çarşamba” and “15:00”. If we couldn’t place the contact’s zone, or their country
has several, the time names its zone: “3 pm (Central Time)”.
Which meeting it means:
- A message sent by a Meeting automation is about that meeting. If the meeting moves before the message goes out, the message has the new time. If it is cancelled first, a “booked” or “moved” message is not sent.
- Any other message uses the contact’s next meeting.
- An automatic message that names a meeting the contact doesn’t have is not sent, and the contact’s activity says why. A message you send yourself goes out with those words left blank, so check the preview.
The contact’s own booking page
Every contact can have a page of their own where they pick a time, change it or cancel it, without signing in. The address is private to them: whoever has it can see and change that contact’s meeting, and nothing else. What they see:- No meeting yet: who the call is with, how long it is and how it happens, then a month calendar with the days that have free times picked out. Picking a day lists its times. They can switch between a 12-hour and a 24-hour clock, and change the time zone if theirs is wrong. Picking a time asks them to Confirm it.
- A meeting booked: what, when, who and where, then Reschedule and Cancel. Rescheduling opens the calendar again with the old time crossed out.
- A cancelled meeting: the cancelled time, crossed out, and Book again.
- Let them choose: the page as described above. This is what
[booking_link]has always done. - Any of Ali’s meetings: everything that host can be booked for, their own phone, video and in-person bookings and the team meeting types they’re on. The contact picks one, then a time.
- Video call with Ali (and the host’s other kinds): straight to that meeting, with that host.
- A team meeting type: straight to that type, booked the way that type books.
A host’s public booking page
Each host also has one public page, a link they can put in an email signature, a website or a message, the way you’d share a cal.com link. Anyone can book a time with that host from it, without being sent anything first. A host finds their own link in the account menu at the bottom of the sidebar: My booking page opens it, and the copy button next to it copies the address. It’s also on the host’s page under Contact owners, in the Booking page section, with Copy link. The address is the host’s name, for example/meet/sam-taylor; click it there to change it. Once you’ve
copied it, the address stays put even if the person’s name changes later, so
a link you’ve already handed out keeps working. Changing the address yourself
is different: every link with the old address stops working, including ones on
your website, so send people the new one. Two people can’t have the same
address.
Embed your booking page on your website
Instead of linking to the booking page, you can show it inside your own website. Open the host’s page under Contact owners, and in the Booking page section find Embed on your website. Click Copy code and paste the two lines where the calendar should appear on your site. It shows the same meetings as the booking page: whatever is switched on under Takes bookings by, plus your team meetings. It’s there once someone can actually book with that host. The calendar takes your website’s language: on a German page it opens in German, on a Turkish page in Turkish. A host’s own page and a team meeting page work the same way, and when they’re opened directly they follow the visitor’s browser (English, Turkish or German), then your Default language. It grows to fit, so there’s no scroll bar inside it, and it has no background of its own, so it sits on your page. When someone books, they see the confirmation right there, with a link to see or change their booking. If your website needs to react to a booking (count it in your analytics, or send the visitor to a thank-you page), it can listen for thenudge:booked event on the calendar’s element. The event says what was
booked and when, never who booked it.
Pasted into WhatsApp, an email or a chat, a host’s link shows a preview:
their photo (or initials), their name, what they can be booked for and for
how long, with your logo small in the corner. A contact’s own booking link
shows only your company’s name, never anything about the contact, because
whoever they forward it to sees the same preview.
A meeting type’s own page
A team meeting type, like a demo call several people can take, has its own booking page too. Open the type under Calendar settings (the gear on the Meetings tab) and find Share: the page’s address and the code to put it on your website. The address is the type’s own, not its name, so an internal name never shows to the people booking: a new type starts as/meet/team/meeting, and you click the address to change it. Changing it stops the old address working, in links you’ve already shared and in templates, so pick it before you hand it out. The link names no person, so you can add or remove hosts, or switch Who takes it, without touching your website. Someone new who books there arrives without an owner unless Host becomes the contact owner is on.
Connecting your calendar
Each person’s page under Contact owners has a Calendar card. Its Invites go to row is the one address their meeting invitations go to. Invitations are ordinary calendar invitations, so they work with Outlook, Apple Calendar and Google Calendar alike. The small label next to the address says where it stands:- Connected: the address is a Google account and its calendar is connected. Nudge sees when the person is busy (never what’s in the calendar, and it never adds or changes anything there), so nobody books them over their own appointments, and their own booking page is on.
- Connect Google Calendar on your own page, or Not connected on someone else’s: a Google address whose calendar isn’t connected. Connecting is optional, and only the person can connect their own.
- Reconnect needed: Google stopped the connection.
- No label: an address that isn’t Google’s. It gets invitations only, because Nudge can’t see that calendar.
Changing the address
Click the address, type the new one and press Enter. A person can change their own and an admin can change anyone’s. Nothing moves until whoever reads that inbox confirms it:- A Google address (Gmail, or a work address on Google Workspace): click Connect Google Calendar and sign in to that account. That confirms the address and connects its calendar in one go. If you sign in to a different Google account, that account becomes the address.
- Any other address: Nudge emails it a link. Opening it and pressing Confirm address makes it the address. The link works once, for 7 days. Until then the label says Waiting for confirmation; click it to resend the link or cancel the change.
Connecting your calendar without signing in
Plenty of hosts never sign in to Nudge, so they never see the Connect button on their page. An admin can send them a link instead. On the person’s Calendar card, click Email Ezgi a connect link (with their first name). Nudge asks before it sends and shows where the email goes: the address under Invites go to. The email comes from Nudge, and a reply comes to you. Copy link gives you the same kind of link to send on WhatsApp or anywhere else. People who sign in to Nudge don’t get these links. They connect their calendar with the button on their own page. The link opens a page that says whose calendar it’s for and has one button, Connect Google Calendar. They sign in with Google, the same free/busy-only connection as on their own page, and land on a page saying it’s connected. Nothing else opens with the link: not Nudge, not their contacts.- A link works once, for 7 days. When their calendar connects, by any link or on their own page, every other link they were sent stops working.
- Only send it to the person it’s for. Whoever opens it can connect a calendar in their name, so the page says “Not Ezgi? Close this page.”
- If Nudge can’t send email for your workspace yet, only Copy link shows. One person gets at most three links by email a day.
- The card says when the last link went and until when it works.
What a host can be booked for
A host doesn’t need to be on a team meeting type to take bookings. The Booking page card of their page under Contact owners opens once their Google Calendar is connected. Until then its settings show greyed out, so you can see what connecting opens:- Takes bookings by has three switches: Phone call, Video call
(the invitation carries a Google Meet link) and In person. Switching
In person on opens a field for the address under it; it shows on the
booking page once the address is filled in. Each one that’s on gets its own
link, such as
/meet/sam-taylor/phone, shown next to it with a copy button. - Lengths are shared by all three: switch on any of 15, 30, 45, 60 and 90 minutes (at least one). With more than one on, the booking page asks the person how long they want, before the times, with the shortest picked to start; the times shown and the meeting follow their pick.
- Days and times says when the page offers times, for all three. It starts as Same as working hours. Set days and times narrows it, for example to Monday and Tuesday mornings. It never reaches past the working hours in the Calendar card above.
- Bookable sets how far ahead people can book these, and how much notice you need: “at least 2 hours ahead, up to 14 days out” to start, the same setting a team meeting type has. One window for all three. The far end can be in days, weeks or months, up to 3 months.
/meet/sam-taylor/demo-call,
with a copy button: it books that host. The team link on the meeting type’s
Share card books whoever the type picks.
The host’s own page address lists everything: their switched-on kinds first,
then the team meeting types. A booking through one of their own kinds uses
their working hours within the page’s days and times, their blocked time and
their Bookable window. A booking through a team type uses that type’s
settings and the host’s hours for it.
Copy link only appears once someone can actually book the host. Until
then, the page address shows as plain text with one line saying what’s
missing, the most basic thing first:
- no booking account is connected (Calendar settings, the gear on the Meetings tab);
- nothing to book: no phone, video or in-person switched on, and the host isn’t on a team meeting type;
- the host’s Google Calendar connection stopped working: they reconnect it on the Calendar card;
- nothing is free inside the Bookable window, so check the working hours, the page’s days and times, the host’s hours for each team type, and blocked time.
- The host, and what they can be booked for: their own phone, video and in-person bookings, then the team meeting types they host. With only one, the page opens straight on its calendar. Each also has its own address, shown when you open it, if you want to share one only.
- The same calendar and times as the contact’s own booking page: the host’s hours for the type (their own kinds: working hours within the page’s days and times), minus anything busy in their Google calendar, within the type’s notice and days ahead.
- After picking a time: their first name, last name and email, then Confirm. A phone number is required when the meeting is a phone call; for a video call or an in-person meeting it’s optional and used for reminders on WhatsApp. The country code starts on the host’s country (or your workspace’s), so most people only type the number. The meeting is always with this host, whoever would normally be next in line for the type.
- Once booked, they land on their own booking page, where they can see the meeting and reschedule or cancel it. That page’s address is theirs to keep.