Skip to main content

Schedule and Track Sales Conversations

Use calendars to schedule sales conversations, reduce back-and-forth, and keep appointments connected to the right contact.

Calendars help turn interest into a scheduled conversation. Instead of chasing times manually, you can send a booking link and let the customer choose a time that works.

Why this matters

Sales conversations often stall because scheduling becomes messy:

  • “What time works for you?”

  • “Can you do Tuesday?”

  • “Let me check my calendar.”

  • “Sorry, I missed this.”

That slows momentum.

Kyrios calendars keep scheduling inside the system so appointments stay connected to the contact, the conversation, and the revenue opportunity.

What you will do

You will:

  1. Use your calendar link

  2. Schedule a sales conversation

  3. Track the appointment inside Kyrios

  4. Connect the conversation back to the opportunity

Where to go

To view scheduled appointments:

  1. Click Calendars

  2. Use Calendar View to see appointments on the calendar

  3. Use Appointment List View to view appointments in list format

To get your calendar sharing link:

  1. Click Calendars

  2. Click Calendar Settings

  3. Find the calendar you want to use

  4. Click the Share Calendar Link icon on the right side of that calendar

The share icon is the arrow icon beside the calendar.

You can also manage appointments from:

  • Calendar view

  • Contact records

  • Conversations

Step 1 — Use the right calendar

For most sales conversations, start with a simple 1:1 booking calendar.

Use it for:

  • consultation calls

  • discovery calls

  • quote reviews

  • proposal reviews

  • follow-up conversations

You do not need advanced calendar types yet.

Step 2 — Share your booking link

Your booking link is found in Calendars → Calendar Settings.

  1. Go to Calendar Settings

  2. Find the calendar you want to share

  3. Click the Share Calendar Link icon

  4. Copy the link

  5. Send it to the customer

You can send the link through:

  • Conversations

  • Email

  • SMS, if SMS is set up

  • Workflow messages

The goal is simple: make it easy for the customer to book the next step.

Calendar View vs Calendar Settings

Use Calendar View when you want to see booked appointments. Use Calendar Settings when you want to manage calendars, edit calendar settings, or copy a calendar sharing link.

Step 3 — Track the appointment

When someone books:

  • the appointment appears in your calendar

  • the activity is tied to the contact

  • you can see the scheduled conversation inside Kyrios

This keeps the sales conversation from floating around outside the system like every other tiny chaos gremlin business owners get stuck chasing.

Step 4 — Connect the appointment to the opportunity

If the conversation is tied to a revenue opportunity, update the opportunity stage when appropriate.

For example:

  • New Lead

  • Contact Engaged

  • Appointment / Next Step Set

  • Estimate Sent

  • Won

  • Lost

The exact stages may vary. The point is that the appointment should help move the opportunity forward.

What happens next

Once sales conversations are scheduled inside Kyrios:

  • fewer conversations stall

  • appointments are visible

  • follow-up is easier

  • revenue opportunities stay connected to real activity

You are no longer relying on your own memory to know who needs the next conversation.

Where to look

You can monitor sales conversations in:

  • Calendars → Calendar View

  • Calendars → Appointment List View

  • Contact records

  • Conversations

  • Opportunities

  • Tasks, if follow-up is needed

Helpful resources

Use these if you need more detail:

What to ignore for now

You do not need to start with:

  • round robin calendars

  • service calendars

  • calendar payments

  • class calendars

  • rooms and equipment

  • advanced booking widgets

Those are useful later. Right now, the goal is simply to make it easy for someone to book the next conversation.

Important note

A calendar does not close the deal. It protects the next step. That matters because predictable revenue comes from keeping opportunities moving.

That is how conversations stop disappearing and start moving revenue forward.

Did this answer your question?