Stop ping-ponging emails to find a time. Send the customer a booking link, let them pick a slot from your real availability, and a todo lands on your calendar automatically.
Sending a Booking Link
Problem: "What time works for you?" → 4 emails back and forth → finally pick a time → customer reschedules → 4 more emails. Half a day burned coordinating, and your calendar still doesn't reflect the agreed time until you go in and add it manually.
Horizon's answer: Send the customer a booking link. They click it, see your real availability, pick a slot, and a todo lands on your calendar automatically. No ping-pong, no manual entry on your end.
Send a booking link from a ticket
Open the ticket in your helpdesk.
In the Rocketship ticket widget, click Send Booking Link.
Fill in the form:
| Field | What to do |
| Template | Pick a booking template (e.g. "30-min discovery call", "2-hour onsite"). Templates are configured by your admin and define duration, location, and what kind of meeting this is. |
| Invitee | Defaults to the ticket's primary contact. Change it if a different person at the company should book. |
| Note to invitee | Optional. Free-text message that appears in the invitation email. Use it to add context the template doesn't cover. |
Click Send Link.
The customer gets an email with the booking link. You don't have to do anything else — when they pick a time, the todo appears on your calendar.
What the customer sees
- An email with your name, the meeting type, your note (if any), and a link.
- Clicking the link opens a page showing your available slots (based on your business hours and existing calendar).
- They pick a slot and confirm. They get a confirmation email. You get a notification.
What happens on your side when they book
- A scheduled todo is created on your calendar at the picked time.
- The todo is linked to the ticket, so the booking is part of the ticket's history.
- If you have a calendar sync set up, the booking shows up in your external calendar (Outlook, Google) too.
When the booking link is the right tool
- The customer needs to find a time that works for them, and you don't want to email back and forth.
- You're not sure how long the customer is available, so letting them pick reduces no-shows.
- The work is repeatable — onboarding calls, quarterly reviews, standard discovery sessions — and a template captures it cleanly.
When to skip the booking link
- The customer already gave you a specific time. Just create a scheduled todo directly.
- It's an internal call. Booking links are customer-facing.
- You need to coordinate with multiple agents — booking links are one-host-one-invitee.
If the customer doesn't book
By default, all booking links eventually expire.
Common errors
- "Selected contact has no email" — the contact in your helpdesk doesn't have an email address on file. Add one to the contact in your helpdesk, then try again.
- "No booking templates configured" — your admin hasn't set up any booking link types yet. Reach out to them or open a support ticket.
Tip: Use the Note to invitee field to set expectations the template doesn't cover. "Please have your network diagram ready when we connect" or "This will be a working session — block 2 hours of focused time" dramatically improves the meeting on both sides.
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