Features
Insights into features and functionalities
By Fernando and 1 other2 authors29 articles
- AI Phone BotThe AI Phone Bot automatically picks up your phone calls and handles the entire appointment booking process for you.
- Zeeg Analytics DashboardThe Analytics Dashboard provides deep insights into your appointment booking performance.
- Contact managementZeeg CRM keeps track of every person and company you meet with. It automatically builds your contact database from your scheduled meetings.
- Zeeg CRM AutomationZeeg's CRM automation uses technology to handle repetitive customer relationship management tasks automatically. Instead of manually entering data and updating records, Zeeg does it for you—starting from the first booking.
- Custom Objects in ZeegCustomize your CRM beyond contacts and companies. Create custom data structures that match exactly how your business works.
- Custom Attributes (fields) in ZeegCustom Attributes let you extend Zeeg's CRM with your own fields.
- Meeting NotesNever lose track of important conversation details again. Meeting Notes in Zeeg help you document every interaction and keep all information organized in one central location.
- How Company Objects WorkCompanies are records in Zeeg's CRM for storing and organizing information about organizations you work with.
- How People Objects WorkPeople Objects are Zeeg's flexible system for storing and organizing information about individuals you interact with.
- How to Create a One-On-One Scheduling PageSet up a personal scheduling page for meetings between you and one invitee at a time.
- Scheduling Page TypesAn overview of the five meeting formats available in Zeeg and when to use each one.
- Flexi EventsSchedule complex multi-host meetings using flexible AND/OR logic across individuals, teams, and groups.
Routing Forms
All you need to know about routing forms
- What are Routing Forms?Automatically direct visitors to the right person or team based on their answers to your custom questions —no manual sorting needed.
- How to create Routing FormsRouting Forms allow you to collect information from visitors and automatically direct them to the most appropriate scheduling page.
- How to Embed Routing Forms on Your WebsiteLearn how to embed Zeeg Routing Forms directly on your website to qualify leads and route visitors to the right scheduling page without leaving your site.
- Routing Forms Best PracticesGet more from your Routing Forms by following these tips to qualify leads, reduce friction, and make sure every visitor ends up in the right place.
- How to Manage Routing FormsQualify leads and direct visitors to the right scheduling page—automatically.
Round-robin
Everything about round-robin
- Meeting Notes and Capacity Management for Round-Robin AppointmentsDocument your meetings and manage group bookings efficiently. Add notes to any appointment and set participant capacity for Round-Robin scheduling.
- Smart CRM Routing for Round-Robin EventsHow to route incoming Round-Robin bookings to the team member who owns the contact in your CRM — Zeeg CRM, HubSpot, Pipedrive, or Salesforce.
- How round robin distribution worksIn Zeeg's round robin scheduling page, you have the flexibility to choose how meetings are distributed between hosts.
- Round-Robin Capacity ManagementHost multiple participants in a single Round-Robin appointment with Zeeg's Capacity Management feature. Perfect for group training sessions, workshops, and team consultations.
- Round-Robin Meeting HandoverHow to transfer Round-Robin appointments to other team members when schedules change or workload needs to be redistributed.
- How to Limit Events per Host in Round-Robin SchedulingControl workload distribution by setting maximum booking limits for each team member in your round-robin scheduling pages.
- How to Create a Round-Robin Scheduling PageSet up a team scheduling page that automatically distributes meetings across multiple hosts.
Group Events
How to create and manage Group Events
- Hosting group events with multiple inviteesGroup events are helpful when you want multiple invitees to attend an event at once, such as classes or webinars.
- How to set a particular time for a group event?Limit your availability to a particular time on a special day when using Zeeg as a registration page for your meetings.
Collective Events
How to create and manage Collective Events
- Hosting multiuser collective eventsWith collective events, you can create co-hosted multiuser events and let invitees pick a time when everyone is available.
- Team collective eventsTeam collective events belong to a team and are hosted by one or more members of that team.
- Shared collective eventsShared collective events can be co-hosted by one or more organization users, whether they are on the same team or not.