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CRM · Events & Bookings

Bring people together.
Keep the details close.

Create event types with their own booking forms, availability, and confirmation rules inside Scheduling. Guests pick a time, you approve when needed, and the booking lands on the shared calendar. Event fields can be customized in Studio.

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What the guest sees

Mariam K.

Product walkthrough

  • 45 minutes
  • Video
  • Requires confirmation
  • Eastern Time

What your team sees

Requests that require approval2 pending

  • Lena DavisProduct walkthrough Thu, Oct 22 · 2:30 PM Pending
  • Daniel RossProduct walkthrough Fri, Oct 23 · 10:30 AM Pending
  • Noah ChenProduct walkthrough Mon, Oct 26 · 1:00 PM Confirmed
Illustrative sample records. Not a live workspace.

One page for each kind of meeting.

Create event types with their own booking forms, availability, and confirmation rules inside Scheduling.

  • Discovery call/e/alder-finch/discovery

    30m Video One to one booking 3 bookings

  • Product walkthrough/e/alder-finch/walkthrough

    45m Video Requires confirmation 2 bookings

  • Project consultation/e/alder-finch/consultation

    1h In person Guest questions enabled Hidden

  1. Event types inside Scheduling

    Set up the booking pages your team needs through Scheduling’s Event Types area. Bookings appear on the same calendar as your other scheduled work.

  2. Booking forms with context

    Configure the details and questions a guest provides when booking, so your team can prepare for the conversation.

  3. Confirmation stays under control

    Configure booking confirmations and review requests that require approval. Workspace permissions determine who can edit settings or confirm a pending booking.

Every question, wired to the booking.

The guest fills in one form. Your team reads the same details before the conversation, so it can prepare.

  1. Product walkthrough

    45 minutes · Video · Requires confirmation

  2. F1 Text, required
    Your name Lena Davis
    Who Named on the booking.
  3. F2 Email, required
    Email address lena@harborstudio.example
    Who How your team reaches the guest.
  4. F3 Text, optional
    Phone (optional) (703) 555 0142
    Who Only when the guest shares it.
  5. F4 Long text
    Additional notes Please share anything that will help prepare for our meeting.
    Additional notes So your team can prepare for the meeting.
  6. F5 Added in Studio
    Company size 11 to 50
    Studio field Asked when booking, set up by you.
  7. Add guests
Event type
Product walkthrough
Fields
5
Added in Studio
1

From the page to the calendar.

A good booking starts before hello.

  1. Your team

    Shape the booking page

    Create an event type in Scheduling and configure its availability and booking form.

  2. The guest

    Receive the request

    Let the guest choose a time and provide the details your booking form asks for.

  3. Your team

    Confirm and prepare

    Review requests that require confirmation and find the booking on the shared calendar.

Registration, in your own words.

  1. At registration

    A "Dietary needs" field

    A training provider collects meal preferences at registration and sees them in one list.

  2. On registration

    Welcome email on registration

    A workflow thanks each attendee and tells the host when a registration arrives.

  3. At check in

    Check in follow up

    When an attendee checks in, a workflow creates a task for the account owner to say hello.

Controls around Events & Bookings

  • Fields and layout in Studio

    /module-builder

    Add registration fields such as dietary needs or company size, and present events the way your organisers think about them.

    See Studio

  • Workflows and automations

    /modules/workflows

    Start a workflow when someone registers or checks in, so you can send details or notify the host. Connect it to your email, chat and the apps you already use.

    See Workflows

  • Roles and permissions

    /modules/users-roles

    Decide who can see, create and change events & bookings, down to records and fields, with custom roles.

    Every paid plan See Users and Roles

  • Agaro Agent

    /ai

    Ask about your events & bookings in plain language. The Agent asks before it changes a record, and it works within your permissions.

    Meet Agaro Agent

  • Your own custom modules

    /module-builder

    When events & bookings needs a neighbour Agaro does not ship, build a module with your own fields, workflows and records in Studio.

    Scale and up See custom modules

  • App Builder

    /app-website-builder

    Build a website, document, slides or internal app next to your events & bookings, described in plain words.

    Every paid plan See App Builder

  • Open API and MCP

    Connect your own systems, or let Claude and other AI clients work inside Agaro with the same permissions.

    Scale and up

Free covers one CRM user. Studio custom modules, AI agents, API and MCP, single sign on and multi company are on Scale and up. See plans and pricing. Agaro ERP is in Preview / Pilot, so you shape it directly with the product team.

Next to events.

Events and bookings are part of Scheduling. Event types define the public booking experience, and confirmed or pending bookings stay on its shared calendar.