Booking Engine Overview

Matt Johnson Updated by Matt Johnson

This page provides an overview of Booking Engine and how to get started with Booking Engine

What is Booking Engine?

Booking Engine is NC Squared’s meeting-scheduling tool built specifically for businesses on Salesforce.

Booking Engine automates meeting scheduling workflows and transfers lead assignments between sales representatives within Salesforce CRM. Booking Engine allows customers to select available time slots through a web interface and automatically sends calendar invites, syncs with existing calendars, and creates Salesforce records without manual data entry.

You can use personal booking links, hand off meetings between teams in real time, or route bookings based on availability, territory, or account ownership. Every scheduled meeting automatically creates a Salesforce event record assigned to the appropriate sales representative based on predefined routing rules.

Setting up Booking Engine

Installing Booking Engine and getting set up in Salesforce
Connect calendars and meeting platforms (Google / Microsoft / Zoom)

What can you do with Booking Engine?

If you're looking to understand what can be done with Booking Engine, and how to do it, here's a handy list of quick links:

Create and manage different kinds of bookable meetings
  • Booking Types: Define the “meeting templates” your org can offer (duration, object being booked, purpose, etc.).
  • Booking Type Settings: Fine-tune each booking type’s behavior (invite content, rules, host assignment logic, and more).
  • Booking Type Hosts: Control which users can be booked for each booking type.
  • Booking Filters: Restrict which booking types appear for a Salesforce record based on criteria, so users only see relevant options.
Book on behalf of someone else
  • Handover: Schedule a meeting for another person and handle handover edge cases in Booking Engine.
Let guests book you directly (Book With Me)
Enable guest self-serve for cancelling & rescheduling meetings
Control availability and meeting preferences
  • Working Hours: Set when a booking type is allowed to be scheduled (so invites only land inside real working time).
  • User Settings: Let each host set personal rules like buffer time, minimum notice, and default meeting platform.
Automate reminders to reduce no-shows
  • Reminders: Set automated reminder messages for bookings in Booking Engine.
View, manage, and track bookings
  • View Bookings: Find out how to view/edit/cancel bookings tied to records in Booking Engine
  • My Bookings: Each host’s personal list of their bookings.
  • All Bookings: Admin-level view of every booking in the org for oversight and troubleshooting.

Who is Booking Engine For?

Booking Engine is a Salesforce-native scheduling tool that automatically creates meetings from form submissions and updates CRM records in real-time.

Who uses Booking Engine?

SDRs and Sales Teams use Booking Engine to schedule meetings quickly without manual Salesforce updates.

RevOps leaders use Booking Engine because it operates as a Salesforce native app, automating scheduling and CRM updates without custom workflows.

Account Executives and Customer Success Managers generate personal booking links through Booking Engine that automatically sync meeting details and attendee information to Salesforce records.

Support or Services teams who run scheduled onboarding, consultations, or follow-ups.

Teams that use Salesforce as their primary CRM benefit from Booking Engine's native integration that eliminates manual scheduling tasks and maintains data consistency across all booking touchpoints.

Why choose Booking Engine?

Teams choose Booking Engine because it removes three common scheduling headaches:

1. Booking Engine provides instant scheduling through self-service booking links and calendar integration: Prospects select available time slots through booking links while sales representatives can schedule meetings directly through the interface. This eliminates back-and-forth email exchanges for scheduling. No broken links. Fully synced with Google or Microsoft calendars and your meeting apps (Zoom, Teams, Meet).

2. Booking Engine assigns meetings to sales representatives using automated routing rules: The system routes meetings based on account ownership, sales territories, representative availability, or round-robin distribution. This prevents delays in lead handoffs and reduces customer wait times.

3. Booking Engine automatically syncs all meeting data to Salesforce without requiring manual data entry: Every booking writes back to Salesforce - contacts, events, and ownership - keeping your data tidy and your reporting reliable. No integrations to maintain, no manual updates.

If you’re already using Salesforce to manage leads, accounts, or cases, Booking Engine fits naturally into that workflow.

FAQs

1. How does Booking Engine work?

Booking Engine connects to your team's calendars (Google, Microsoft, or Zoom), checks real-time availability, and lets prospects or customers book meetings through a simple web link. When someone books a time slot, Booking Engine automatically creates the calendar event, sends invites to everyone, and writes all the meeting details back to Salesforce as a properly assigned event record. No manual data entry required.

2. Who is Booking Engine for?

Booking Engine is designed for sales teams, SDRs, account executives, customer success managers, and support teams who use Salesforce as their CRM. It's particularly useful for RevOps leaders who need scheduling to happen inside Salesforce without managing separate tools or integrations. If your team handles inbound leads, schedules demos, or runs customer onboarding sessions, Booking Engine streamlines those workflows.

3. What types of appointments does Booking Engine help schedule?

Booking Engine handles any meeting type your business needs - sales demos, discovery calls, customer onboarding sessions, support consultations, follow-up meetings, or hand-off calls between teams. You create booking types for each scenario and configure the duration, routing rules, and which team members can be booked. Each booking type acts as a template your team can reuse.

4. Does Booking Engine handle advanced routing?

Yes. Booking Engine routes meetings based on account ownership, sales territories, rep availability, skills, workload, or round-robin distribution. You can set up routing rules so leads automatically go to the right person without manual assignment. This works for both direct bookings and meetings created from form submissions.

5. What's the difference between Booking Engine and other scheduling tools like Calendly?

Booking Engine is built natively within Salesforce, so every meeting automatically creates and updates CRM records without third-party integrations. Unlike standalone tools, you don't need separate user accounts, and all your scheduling data stays inside Salesforce where your sales and revenue operations already live.

6. Do guests need a Salesforce account to book meetings?

No. Guests use a simple web interface to select available time slots. They don't need any Salesforce access or accounts - they just click your booking link, pick a time, and the meeting gets scheduled automatically.

7. How does Booking Engine handle calendar conflicts and availability?

Booking Engine syncs with Google Calendar, Microsoft Calendar, and Zoom to check real-time availability. It respects your working hours, buffer times, and minimum notice settings so guests only see genuinely available slots. If you're busy, those times don't show up.

8. What happens if a guest needs to cancel or reschedule?

Guests can cancel or reschedule directly through their booking confirmation. When they make changes, Booking Engine automatically updates the Salesforce event record and calendar invites, so everyone stays in sync without manual updates.

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