The New GOAT Calendar: Calendly-Style Booking, Free for Every Agent

GOAT Calendar just got its biggest upgrade yet, and it's free for every GOAT Leads agent. Several events on one booking page, phone, video or in-person meetings, your own booking questions, client reminders, self-serve rescheduling, and bookings that update your leads for you. Calendly-style booking, built into GOAT Leads, with no extra subscription and no add-on price.

What's New at a Glance

• Up to 10 events on one page. A 15-minute intro call, a 30-minute consultation, an in-person review. Each has its own name, link, description and length.
• How you'll meet, per event. Phone Call, Video Meeting or In-Person Meeting. Offer more than one and your client picks.
• Your own video link. Paste a Zoom, Teams or Google Meet link, or have a fresh Google Meet link made for every booking.
• Booking questions. Up to 15 per event, in six answer types. Answers land on the appointment and in your email.
• Clients reschedule or cancel themselves from a link in their emails, up to a cutoff you set.
• Reminders that fit you. Your own reminder once, client reminders 1 to 3 times.
• Bookings find the lead. When a booking matches one of your leads, the lead moves to Appointment Booked with a note.
• Free. All of it comes with your GOAT Leads account.

Agents used to pay for a separate booking tool, copy its link into texts and emails, and then re-type every booking into their lead list by hand. Now the whole thing lives where your leads already are, and it costs nothing.

One Page, Up to 10 Events

Your booking page used to offer one kind of meeting. Now it can offer up to 10. Set up a quick intro call for new leads, a longer consultation for people ready to talk numbers, and a sit-down review for clients who want to meet face to face.

• Each event gets its own name, description and length: 15 min, 30 min, 45 min, 1 hr, 1 hr 30 min or 2 hr.
• Each event gets its own link, so you can send a lead straight to the right meeting.
• Drag events to change the order clients see, and turn one off without deleting it.

Your page lives at myagentisverified.com/Calendar/ followed by your handle, so clients book on a page that shows you as a verified insurance professional.

Meet Your Way: Phone, Video or In Person

Under How you'll meet, pick one or more ways to meet for each event. Pick more than one and your client chooses when they book.

• Phone Call. Choose I'll call you, or You call me at your number.
• Video Meeting. Choose Create a Google Meet link for each booking (connect Google Calendar first), or Use my own meeting link and paste your Zoom, Teams or Google Meet link. There's no app to install or connect.
• In-Person Meeting. Add your office address and clients see it when they book.

The meeting link or address goes out in your client's confirmation, reminders and calendar invite, so nobody hunts for it five minutes before the call.

Know Who You're Talking To Before You Dial

Booking questions let you screen and prepare before the appointment starts. Add up to 15 questions to any event and pick the answer type that fits:

Answer type	What your client sees
Yes / No	Two buttons: Yes and No
Multiple choice	Check boxes; they can pick more than one
Dropdown	A list where they pick one choice
Text	A free text box
Money	A dollar amount box
Number	A number box, with an optional lowest and highest number (for example an age between 18 and 99)

Mark any question Required, add help text, and use Copy Questions to reuse a set on another event. The answers show on the appointment, in your New Appointment Booked email, and in your client's confirmation. You walk into every call already knowing their coverage, their budget and what they want to talk about.

Clients Reschedule or Cancel Themselves

Turn on Let clients reschedule or cancel and your client's emails and texts carry a "Reschedule or cancel" link. Your client picks another time or cancels with an optional reason, without calling or texting you to sort it out.

• Set a cutoff: Clients can't change a booking within … hours of its start. Set it to 0 to allow changes right up to the start time.
• When a client picks a new time, you get the reschedule notice and they get one reschedule message.
• The confirmation page also lets clients Add to Google Calendar or Download .ics for any other calendar.

Reminders That Cut No-Shows

A booked appointment only pays if the client shows up. Reminders now work the way agents asked:

• Remind me: your own reminder goes out one time, by email, text and in-app, at the time you choose.
• Remind clients: 1 to 3 reminders, for example 1 day, 2 hours and 15 minutes before. Your client's email (and text, if you have it on) goes out at each of those times.
• Confirmation, cancellation and reschedule messages are each sent once, when that thing happens.

You can edit the wording of every message so it sounds like you.

Want to text your clients too? Text confirmations, reminders, reschedule and cancellation texts to the client are part of GOAT CRM. Each client text is charged to your CRM wallet and goes out on time, when it is due. Everything else in this post, including every email to your clients, is free.

Bookings Update Your Leads

When someone books with the same phone number or email as one of your leads, GOAT Leads links the appointment to that lead for you:

• The lead's status moves to Appointment Booked.
• A note is added: "Appointment Booked for" the date and time.
• A lead already marked Sold keeps its Sold status; the appointment is still linked.
• From the appointment, View Lead Profile opens the lead in one click.

If nothing matches, the appointment is simply saved with the client's details. A booking never creates a new lead.

Set It Up in 3 Steps

1. Go to Settings → Workspace Tools → Calendar Config (or Calendar → Settings).
2. Under Event Types, click Add Event. Set the name, length and how you'll meet, add your booking questions, and click Save Event.
3. Turn on your reminders in Notifications and the reschedule/cancel link in Booking Settings, then copy your page link from Public URL and share it.

Want the step-by-step version? Read Set Up Your GOAT Calendar Booking Page in the GOAT Leads Help Center, with screenshots of every screen. Sign in to your account to view it.

FAQ

Does it cost anything?

No. GOAT Calendar and every feature in this post are free for every GOAT Leads agent. There's no extra subscription and no add-on price. The only paid piece is texting your clients, which is part of GOAT CRM.

Do I need GOAT CRM to use the booking page?

No. Events, how you'll meet, booking questions, client emails, your own reminders and reschedule/cancel all work without it. Only texting the person who booked needs GOAT CRM, and each of those texts is charged to your CRM wallet.

Can I use my Zoom link?

Yes. Edit the event, choose Video Meeting, then Use my own meeting link, and paste your Zoom link. There's no Zoom app to connect. The same works for Teams or a personal Google Meet link.

Why is "Create a Google Meet link for each booking" greyed out?

Google Calendar isn't connected yet. Connect it in Calendar Sync on the same settings screen, and a fresh Google Meet link is made for every booking.

How many reminders go out?

Your own reminder goes out one time. Your client gets 1 to 3 reminders, at the times you set, by email and, with GOAT CRM, by text.

Will a booking create a new lead?

No. If the person who books matches one of your current leads by phone or email, the appointment is linked to that lead and the lead moves to Appointment Booked. If nothing matches, the appointment is saved with the client's details only.

Start Booking More Appointments

This is a big release, and it's yours at no cost. Open Calendar Config, build the events your clients actually want, and put your booking link in every text, email and voicemail. The more people book themselves, the more of your day goes to the conversations that close.

GOAT Calendar is part of GOAT Leads, free. Client texting is part of GOAT CRM.