Qualify Every Lead. Book Only the Right Ones.
Relay asks your qualifying questions by phone, text or on your website, books good-fit prospects onto the right person’s calendar and handles confirmations, reminders and rescheduling, so your calendar fills with meetings worth having.
- Qualifies with your questions before booking
- Books on the right calendar, by person or location
- Confirms, reminds and reschedules automatically
A Full Calendar Only Helps When It’s Full of the Right People
Unqualified meetings, no-shows and back-and-forth scheduling quietly eat your team’s week. Every call with someone outside your service area, budget or timeline is time not spent with a customer who is ready to buy.
Relay qualifies first and books second. It asks your questions in a natural conversation, books good-fit prospects onto the right calendar, kindly redirects the rest and keeps every appointment on track with confirmations, reminders and easy rescheduling.
How Relay Qualifies and Books
Your questions, your rules and your calendars. Relay runs the conversation and keeps everything in sync.
Qualify before the calendar
Only prospects who meet your criteria see your availability. Everyone else gets a helpful alternative.
Keep every appointment on track
Relay confirms bookings, sends reminders and handles rescheduling by text, so fewer meetings fall through.
Qualify Website Visitors Before They Ever See Your Calendar
The Relay Booking Engine replaces a plain calendar link with a short, conversational intake. Visitors answer your questions first, and only good-fit prospects unlock your availability.
- Calendar locked until the intake is complete
- Qualifying questions and smart consent
- Every booking created in Relay CRM
Good Fit or Not, Every Lead Leaves With an Answer
Relay protects your calendar without ever turning someone away rudely.
Booked with the right person
- Answers saved to the CRM record
- Booked on the right calendar
- Confirmation and reminders sent
- Your team briefed before the meeting
Redirected with care
- A clear, friendly explanation
- A helpful alternative you approve
- Details saved in case things change
- No wasted slot on your calendar
More Meetings Worth Having, Fewer No-Shows
Relay fills your calendar with qualified prospects and keeps them showing up.
Better-fit meetings
Every booked meeting has already passed your qualifying questions.
Fewer no-shows
Confirmations, reminders and easy rescheduling keep appointments on track.
No back-and-forth
Prospects book in one conversation instead of a long email chain.
Prepared for every call
Your team sees the answers and conversation before the meeting starts.
Talk to a Relay Agent Right Now
Rachel is a live Relay agent. Ask her anything, or play the part of a new prospect and see how she qualifies you before offering a time.
- Natural, real-time conversation
- Your questions, rules and handoffs
- Every conversation summarized in the CRM
Qualification & Booking FAQs
Want to see Relay qualify and book around your own rules? We’ll set it up with your questions and calendars.
How does Relay qualify leads?
Relay asks the questions you define, such as service area, budget, timeline or service type, in a natural conversation by phone, text or on your website. Your rules decide who is booked, routed or redirected.
Which calendars can Relay book into?
Relay books into the calendars connected to your Relay account and can route bookings by person, team, location or service. We’ll confirm the best calendar setup for your business during the demo.
Can Relay send reminders and handle rescheduling?
Yes. Relay can confirm appointments, send reminders and let people reschedule or cancel by replying, with your calendar and CRM updated automatically.
What is the Relay Booking Engine?
It’s a website intake and scheduling widget that asks qualifying questions before showing your calendar, so only good-fit visitors can book.
What happens to leads that aren’t a fit?
Relay explains politely, offers an alternative you approve, such as a partner referral or a helpful resource, and saves their details in the CRM.
Explore Other Use Cases
Fill Your Calendar With the Right Appointments
See how Relay qualifies, books and confirms appointments around your rules, calendars and team.