# Scheduling

URL: /systems/scheduling · Id: `system:scheduling`

> Scheduling books Meetings between Workers and Contacts from shared availability and keeps the notes, Decisions and Tasks they produce.

Scheduling books [Meetings](/business/nouns/meeting) between [Workers](/business/nouns/worker) and [Contacts](/business/nouns/contact) from shared availability, and keeps the notes, [Decisions](/business/nouns/decision) and [Tasks](/business/nouns/task) each Meeting produces. An [Agent](/business/nouns/agent) attends with a transcript; a [Human](/business/nouns/human) attends when the Meeting needs one.

## Summary
| Part | This System |
| --- | --- |
| Group | Sales |
| Status | Beta: it works, and its Verbs may still change |
| Shelf | Front: offered from a Startup’s first days |

You can ask:

- “Book a call with this lead”
- “Send them my booking link”
- “Move tomorrow’s call to Friday”
- “What did we agree on the last call?”

## What you get
| Part | This System |
| --- | --- |
| Starts | On for every Startup at creation, with nothing to install. |
| Built from | [Email delivery](/systems/communications/email), [Integrations](/code/platform/integrations), [AI gateway](/code/platform/ai-gateway), [Workflows](/code/platform/workflows), [Schedules](/code/platform/schedules) |

## Nouns it owns
| Noun | Definition |
| --- | --- |
| [Meeting](/business/nouns/meeting) | A Meeting is a scheduled time when Workers and Contacts meet about one or more Things, producing notes, Decisions, and Tasks. |

## Verbs
| Verb | Object | Approval | Event |
| --- | --- | --- | --- |
| [Meeting.book](/business/nouns/meeting/book) | [Meeting](/business/nouns/meeting) | None | [`Meeting.booked`](/business/events/Meeting.booked) |
| [Meeting.update](/business/nouns/meeting/update) | [Meeting](/business/nouns/meeting) | None | `Meeting.updated` |

## Events
| Direction | Event | How |
| --- | --- | --- |
| Emits | [`Meeting.booked`](/business/events/Meeting.booked) | By [Meeting.book](/business/nouns/meeting/book) |
| Emits | `Meeting.updated` | By [Meeting.update](/business/nouns/meeting/update) |

## States
None.

## Who operates it
| Part | This System |
| --- | --- |
| Accountable | [Customer Lead](/agents/customer/customer-lead) |
| Team | [Customer Team](/agents/customer) |
| Seat | A role agent holds it until a Human is seated. |
| Autonomy | `supervised` |
| Also calls its Verbs | [Sales Engineer](/agents/sales/sales-engineer) |

## Approvals and limits
None.

## Processes that use it
| Process | How it uses it |
| --- | --- |
| [Inbound sales](/workflows/processes/inbound-sales) | A step calls [Meeting.book](/business/nouns/meeting/book) |

## Rail underneath
None.

## Views and dashboards
| View | Shows | Metrics |
| --- | --- | --- |
| The [Customer Lead](/agents/customer/customer-lead)’s view | The Metrics its accountable Role answers for. | [Month-3 retention](/agents/customer#month-3-retention), [Net revenue retention](/agents/customer#net-revenue-retention), [Logo churn](/agents/customer#logo-churn), [Repeat purchase rate](/agents/customer#repeat-purchase-rate), [First response time](/agents/customer#first-response-time), [First responses on time](/agents/customer#first-responses-on-time), [Resolution time](/agents/customer#resolution-time), [Agent resolution rate](/agents/customer#agent-resolution-rate) |

## Access
What each Access level may call here.

| Access level | May call |
| --- | --- |
| `owner` | Every Verb (6) |
| `admin` | Every Verb (6) |
| `member` | Every Verb (6) |
| `viewer` | Read only (2 of 6) |

## Import and export
None.

## Fees and pricing
None.

## Availability and limits
| Part | This System |
| --- | --- |
| Status | Beta: it works, and its Verbs may still change |

## Compliance notes
Controls it carries:

- [Boundary protection](/systems/trust-and-governance/controls/boundary-protection)
- [Upstream review](/systems/trust-and-governance/controls/upstream-review)
- [Action completion](/systems/trust-and-governance/controls/action-completion)

## Related Systems
- [CRM](/systems/crm)
- [Mailboxes](/systems/mailboxes)

## Example
A [Licensed-human marketplace](/products/templates/licensed-marketplace) of nutritionists lets clients book a 45-minute first session at `/book`. Scheduling offers only times both sides have open and sends the reminders. After the session, it files the nutritionist’s follow-ups as Tasks with due dates.