For the complete documentation index, see llms.txt. This page is also available as Markdown.

Outbound links

Choose a dedicated link for one known prospect, a reusable link for multiple recipients, or Magic Slots when you want to suggest specific times. Your admin chooses which capabilities are enabled on the router.

Option
Who it is for
What the recipient does

Dedicated prospect link

One named prospect and one booking

Completes permitted missing details, chooses a time, and books.

Reusable outbound link

Different prospects using the same booker-owned entry point

Supplies their own identity and starts a separate private session.

Magic Slots

One prospect choosing among 2–5 proposed times

Selects an offered time; availability is checked again.

1

Prepare the handoff

Open a sales handoff, confirm the prospect's identity, and complete the required booker-provided details. Dedicated links must be enabled on the router.

2

From prospect details, choose Share link, then Create booking link. If you are viewing the calendar, use Back to return to prospect details first.

Review the intended recipient, copy the generated link, and check its expiry. Preview booking page opens the recipient experience.

The link carries only permitted handoff context. The recipient may still need to complete required prospect-owned fields before routing or booking.

3

Share with the intended recipient

Use the link for that prospect. It expires and is limited to one booking. It does not reserve an assignee or a time.

Under Link options, use Replace link if you need another link for the same handoff; the previous link is revoked. Revoke link stops the current link from being used. Changing the handoff also revokes its dedicated links.

Reusable links are created through the Chrome extension, not the retired dashboard link builder. After your admin enables the option and activates the router, use the extension's outbound-link flow for an active router you are allowed to use, then copy the resulting booker-owned link.

Each recipient provides their own identity and gets a separate session. Do not substitute a dedicated prospect link when you need a reusable entry point.

Admins can inspect existing booker-owned links in the router's Booking & sharing configuration. Revoking or rotating a link affects the places it has already been shared; replace those placements when its address changes.

If the extension does not offer the router, check the workspace, active status, allowed-booker access, reusable-link setting, and whether the pinned form can be completed by a prospect.

Expiry and availability

Behavior
Dedicated link
Reusable link
Magic Slots

Prospect identity

Already associated with a named prospect

Entered separately by each recipient

Associated with the source handoff

Configurable expiry

1–30 days, capped by session expiry

Managed by the reusable-link lifecycle and access

1–14 days, capped by source session expiry

Reserves time or host

No

No

No

In Booking & sharing, Prepared links → Allow Share availability enables dedicated links. The seller's separate Share availability action means Magic Slots.

If a link is expired, revoked, consumed, or otherwise unavailable, return to the appropriate handoff or extension flow to create a valid replacement. Do not forward another prospect's dedicated link.

If creation needs attention

If the share panel asks for more information or shows a CRM error, choose Edit prospect details. Complete the required answers, confirm the prospect's identity, or retry the CRM lookup, then create the link again. An error message is not a created link.

Dedicated links appear in this handoff's share panel. Create reusable outbound links through the extension flow described above.

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