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Personyze
Meeting Scheduler

Booked on
your own page.

Let visitors book time with your team from a pop-up, a page, the chat or anywhere else a campaign can reach — and get the booking with the whole visit attached.

Choose who is even offered a meeting, open the booker on your own page, and let the host arrive already knowing what they read — with hosts that cost no seat.

Not sure where to offer a call? See meeting ideas for your site
G24.8 Capterra4.6
The whole point

Two visitors, same day. Two different invitations.

A meeting offered to everyone is a meeting nobody takes. The booker is a campaign action, so the audience rules that decide which banner a visitor sees decide whether they are offered a meeting at all — which meeting, worded how, and with which hosts.

Amara O.Amara O.Detached house · SE12Ready for a survey
✓Ran the savings calculator — £1,840 a year✓Opened battery storage three times✓Back twice this week✓Postcode inside your install area
↓ is offered ↓
Your roof, specificallyBook a 45-minute roof surveyA design engineer sizes the array, checks the fuse board and prices it.See survey times →Dana Levin45 min · Roof survey · with Dana Levin
Greg P.Greg P.First visit · from a blog postStill reading
✓Arrived on “Is solar worth it in 2026?”✓Read one page, then stopped✓Never opened the calculator✓No postcode given yet
↓ is offered ↓
Not ready for a survey?Fifteen minutes on the phoneNo visit, no pitch — just whether it stacks up for a roof like yours.Pick a time →Priya Nandakumar15 min · Intro call · with Priya Nandakumar
●Everyone who matches neither sees the page exactly as it was. No invitation, no interruption — and they stay in the held-back group the reporting measures against.

Free AI tool · Inspire me

See chat and meeting ideas for your site.

Give Inspire me your address. It reads your pages the way a first-time visitor sees them and writes where a booking calendar, a chat or a question would help: on which page, for whom, and how to measure it.

Like an idea? Describe it to our AI personalization agent and it builds the campaign for you.

Free · about 4 minutes · no email needed · see an example plan

1What kind of ideas?

OnlyChat & surveysA/B testsBanners & pop-upsRecommendations

2Your website

Scan my site

Free · nothing to install · it reads your public pages

Reading yourstore.com

As a new visitor would see it · about 4 minutes

  • Home page
  • Outerwear
  • Alpine Parka
  • Sale
  • Bag

Waypoint & Co. Done

Only: Chat & surveys · your plan

1
Answer fit and sizing questions next to the size guide
For: product-page visitorsProduct page
Measure: add-to-cart rate
2
Ask what they need and narrow the catalog
For: phone visitorsHome page
Measure: product views that lead to a cart
3
One question on exit: what stopped you?
For: visitors leaving the cartCart
Measure: checkouts recovered

2Ask what they need and narrow the catalog

TodayWith Personyze
Waypoint & Co. assistantWalking to work in the snow? These three keep you warm and dry.Ask about fit, repairs, delivery…

Drawn on your own page — for a visitor on a phone who asked for something warm.

How it appears

The same booker. A different case for each visitor.

Who they are decides which page they are reading, which invitation they see on it, and which meeting the booker then offers. The placement is only the last of those decisions.

Fired on a rule — a scroll depth, an exit, a second visit to the battery pages. Targeted by audience and capped by frequency, like any other campaign.

Amara O.Amara O.Homeowner · SE12 · ran the calculatorReady for a survey
Helios SolarHome solarBatteriesCommercialAbout
Battery storage that pays for itself
Your roof, specificallyBook a 45-minute roof surveyA design engineer sizes the array, checks the fuse board and prices it.See survey times →
the booker they get
Dana LevinRoof survey45 min with Dana Levin
Thu 9:00 AMThu 10:30 AMFri 9:00 AMFri 11:30 AM
and the questions, the confirmation and the reminder that follow it

Dropped into a placeholder so it reads as part of the page rather than an interruption. The panel sits inside your own layout with no border of its own.

Ravi S.Ravi S.40-site retail chain · estates managerCommercial enquiry
Helios SolarHome solarBatteriesCommercialAbout
Commercial rooftop solar, priced per site
Talk to the commercial teamHalf an hour with an engineer who has done multi-site rollouts.Choose a time →
the booker they get
Marcus OyelaranCommercial consultation30 min with Marcus Oyelaran
Wed 2:00 PMThu 11:00 AMThu 3:30 PMFri 10:00 AM
and the questions, the confirmation and the reminder that follow it

The booker as the whole page, at your own domain, reached from an email or an ad. Nothing else on it to argue with — they came to book.

Greg P.Greg P.Followed the link in your follow-up emailStill reading
helios.solar/book
the booker they get
Priya NandakumarIntro call15 min with Priya Nandakumar
Tue 4:00 PMWed 9:30 AMWed 5:00 PMThu 8:30 AM
and the questions, the confirmation and the reminder that follow it
The booker

Real times, in their own clock.

Every day at once or one day at a time, capped before it becomes a wall of buttons, and always in the visitor’s own timezone — read from their browser, never guessed.

Roof surveyPreview

Roof survey

45 min with Dana Levin
A design engineer visits, sizes the array and prices it.
Times shown in America/New_York ▾
Any timeMorningAfternoon
Thu, 27 Aug
9:00 AM9:30 AM10:00 AM10:30 AM11:00 AM11:30 AM
+6 more
Fri, 28 Aug
9:00 AM9:30 AM10:00 AM10:30 AM11:00 AM11:30 AM
+6 more
●Morning, afternoon or any time. A host working nine to six in half-hour steps offers sixteen times a day; the filter and the cap keep that from becoming the page.
●They can change the zone. Or you can switch the picker off where everyone is local.
●They see who they are meeting. A name and a face above the times, so it is a person and not a form.
What you control

Set once for the account. Override per campaign.

The account settings are the default every placement follows. A Book a meeting action can override the look, the accent, the heading and the button label for one placement — and anything it leaves empty keeps following the account.

1Set up this meeting2Where the booking goes3Display rules & placement
Which meetingThe meeting type this placement books.
How it appearsIn the page, as a pop-up, or as a page of its own.
LookCard or minimal, your accent colour, an image above the title.
How the times are shownEvery day at once or pick-a-day, how many times before “show more”, and whose clock they are in.
How the times are shownThis campaign
LayoutEvery day at once▾
Times per day6, then “show more”▾
ClockHowever the visitor’s device does it▾
✓Let them change the timezone
✓Show who they are meeting
✓Offer morning / afternoon / evening
After they book

The link, the calendar, and a page they can act on.

Connect Zoom or Google Meet once and every booking gets its own link. Google Calendar connects per host, so real commitments block real slots. And the confirmation points at a page where the visitor can join, move or cancel.

ZoomConnect it once and every booking gets its own Zoom link, created at the moment it is booked and attached to both invites.
Google MeetThe same for Meet — a link per booking, in the confirmation email and the calendar entry.
Google CalendarConnects per host, so a booking lands on their real calendar and anything already there blocks the slot.
Roof survey
Booked for Amara Osei · amara@example.com
Friday, 28 August 2026
9:00 am – 9:45 am (45 min)
With Dana Levin
Google Meet — link created on booking
America/New_York
Join the meetingRescheduleCancel meeting
Add to calendarGoogleOutlookiCal

Pick a new time

Roof survey · 45 min with Dana Levin
Rescheduling stays open until it starts — or a cut-off you set.
Times shown in America/New_York ▾
Any timeMorningAfternoon
Thu, 27 Aug
9:00 AM9:30 AM10:00 AM10:30 AM11:00 AM11:30 AM
+6 more
Fri, 28 Aug
9:00 AM9:30 AM10:00 AM10:30 AM11:00 AM11:30 AM
+6 more
Cancel this meeting?
Friday, 28 August 2026 · 9:00 am
Why are you cancelling?Something came up▾
Cancel the meeting
●Then offer them another time. A cancellation with a way forward is a rebooking more often than not.
●You decide what they may do. How late rescheduling and cancelling stay open, whether to ask why, and where they go afterwards.
●Enforced on the server. A page left open, or a link poked at directly, gets the same answer as somebody reading it.
What happens next

The booking is an event your stack can act on.

The booking is always stored in Personyze and lands on the visitor profile. Everything else is a delivery: it happens from our servers, after the visitor already has their confirmation, so a slow or broken destination never slows the booking down.

Email meTo your inbox, from your own mail settings, with the reply going straight to whoever booked.
ZapierInto whatever your team already automates in.
SlackThe channel that should know a meeting just landed.
HubSpotOnto the contact record, with the meeting attached.
KlaviyoInto the list or flow that should pick it up.
Custom webhookYour endpoint, your payload, from our servers.
●Send a test to all destinations. One sample booking down the same path as a live one, so Zapier and HubSpot can capture the fields for mapping before you go live.
Automation rulesA booking can move a visitor into an audience, pause or publish a campaign, or fire a rule you wrote — without anyone watching for it.
Custom webhookYour endpoint, your payload, retried from our side and never in front of the visitor.
Back onto the profileEvery later campaign can target on “has booked” — or on “booked and did not turn up”.
The dashboard

Which invitation actually earned the meeting.

Booked, held, cancelled and no-show — and, because the scheduler lives inside Personyze rather than beside it, the campaign whose placement produced each booking. That is the whole reason it is here and not in a second tool.

MeetingsOverview · 90 days
Booked669last 90 days
Still to happen84confirmed, in the future
Held58187% of those due
Cancelled8831 marked no-show
Where they came from
Battery pages · pop-up312
Savings calculator · embedded186
Chat offer · in-area94
Direct — a link, not a campaign77
By meeting type
Roof survey341
Intro call236
Install walkthrough92
By host
Dana Levin244
Marcus Oyelaran198
Priya Nandakumar141
Tom Hargreaves86
●Counted by when the booking was made. A meeting booked in January for December belongs to January. “Held” is the other way round: it counts meetings that have already come round and were not cancelled.
Questions

The things people actually ask.

Does a bookable host need a Personyze seat?

No. A host is somebody a visitor can book, not a login. You can make the whole team bookable without paying for a seat each.

Do you create the video link?

Yes. Connect Zoom or Google Meet once and every booking gets its own link, created at the moment it is booked and attached to both calendar invites and the confirmation email.

Does it write to our calendars?

Google Calendar connects per host, so a booking lands on their real calendar and anything already there blocks the slot. Visitors can add it to Google, Outlook or iCal from the confirmation page.

Can we show a different invitation to different people?

That is the point of it. The booker is a campaign action, so each audience can get its own wording, its own meeting type and its own hosts — and visitors who match nothing see the page exactly as it was.

What happens after somebody books?

The booking is stored on the visitor profile, the confirmation goes out under your brand, and every destination you added fires from our servers: email, Zapier, Slack, HubSpot, Klaviyo or your own webhook. A slow or broken destination never slows the visitor down.

Can they reschedule or cancel themselves?

If you allow it. You set how late rescheduling and cancelling stay open, whether to ask why, and what they are offered afterwards — and the rules are enforced on the server, so a stale page or a poked link gets the same answer.

In the panel

See it in Personyze, screen by screen.

A few steps in one campaign — hosts, hours, what can be booked, the booker and where to share it — then every booking and where it came from. Real screens from the panel. Or watch it set up, start to finish.

Set it upAfter the bookingResultsWatch
The Hosts step of a meetings campaign: three stylists, each with a time zone, calendar and Zoom connections, and how many meetings they were booked for
Open full size ↗
Set it up

Who the meetings are with

Each host with their time zone, their Google calendar and Zoom, and how many meetings they were booked for — the first step of a meetings campaign.

Set it up

When each host can be booked

Working hours per host and per day, in their own time zone — and how much of their free time the calendar shows.

Set it up

What a visitor can book

A styling session, a size & fit call, gift advice by video — each with its length, where it happens and who takes it.

Set it up

The booker, in its designer

Which meeting it books, how it appears, its look and how the times are shown, with the live booker beside the settings.

Set it up

A page of its own

The booker’s own web address, a QR code for print, a text-message link, and code for your email tool.

After the booking

Where they reschedule or cancel

The page the confirmation links to: the meeting as they see it, and what they may change — the same rules on the server.

After the booking

Every meeting, and the visitor behind it

When, in their own time too, who, which meeting, which host, and the page they booked from.

Results

How it is doing

Booked, still to happen, held and cancelled — and which campaign produced each booking.

Results

From shown to kept

Shown, seen, started booking, booked and kept, with the cancellations, the no-shows and how far ahead people book.

Results

Where each booking was made

The booking page, a shared link, an email, ads or social — beside visits, meetings booked and the booking rate.

Watch

Meetings, set up start to finish 2:48

Hosts and their hours, what can be booked, who is offered it and where the booker sits — then a visitor booking one of the host’s real free times on the store.

1 / 11

Screens from a Personyze demo shop. The numbers are illustrative.

Get started

Ask the visitors who are worth asking.

Turn the booker on for one audience, measure it against the visitors who were never offered a meeting, and grow from there.

Free plan available · 30-day money-back · No annual lock-in