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CRM Software with Built-in Appointment Booking

Everyone who books becomes a contact automatically. Keep notes, follow-ups, tags and booking history for every customer in one place, next to your calendar.

  • Contacts created from bookings
  • Notes, tags and follow-ups
  • CSV import
Open your contact list, add a note to a customer and set a follow-up date.

Customer rated

25,000+ Happy customers worldwide

G2

4.8 out of 5

4.8
Capterra

4.7 out of 5

4.7
Trustpilot

4.7 out of 5

4.7

What Is a Scheduling CRM?

A scheduling CRM keeps your contacts and appointments together. In DaySchedule everyone who books becomes a contact automatically, with their phone, location and the page they booked from, so you never export a list.

  1. 1

    Collect contacts

    Bookings add contacts for you. Add others by hand or import them from a CSV file.

  2. 2

    Keep the history

    Log notes, emails, tasks and calls on the timeline, and add ratings and tags.

  3. 3

    Follow up on time

    Set follow-up dates, assign contacts to your team and book the next meeting from the contact’s page.

Read the setup guide

Your customers, next to your calendar

A lightweight CRM built into DaySchedule, so your leads and customers are in one list without exporting anything

Contact Management

Everyone who books becomes a contact automatically. Organize them with tags and custom fields, and filter by assignee, source, tags or follow-up date.

  • Custom fields and tags
  • Search and filters

Follow-Ups and Ratings

Set a follow-up date for each contact and rate hot leads, so you know who to call next.

  • Follow-up dates
  • Ratings from 1 to 5 stars

Team Assignment

Assign contacts to team members one at a time or in bulk, and filter the list by assignee.

  • Assign contacts
  • Bulk actions

Activity Timeline

Keep the full history of every conversation, so your whole team has the same context.

  • Notes, emails and tasks
  • Logged calls

Import and Export

Add contacts one by one, paste CSV data or upload a CSV file and map your columns. Download any filtered list when you need it.

  • CSV import with field mapping
  • Download filtered lists

CRM Connections

Already use another CRM? Connect it to DaySchedule from the Connections page.

  • Salesforce and HubSpot
  • Zoho CRM and Pipedrive

Product tour

See Dayschedule appointment booking in action

A quick look inside Dayschedule: create events, manage bookings, sync calendars and send reminders, all from one dashboard.

app.dayschedule.com/resources
Dayschedule event creation form with fields for event name, duration, location and description

Set this up in minutes on your own DaySchedule account.

Sign up free

Create your 1:1 event for appointments

Set up a bookable event in minutes. Choose the duration, location (in-person, phone or video call) and booking questions, then share the link with clients.

app.dayschedule.com/resources
Dayschedule events list showing all event types with options to edit, copy link or disable

Set this up in minutes on your own DaySchedule account.

Sign up free

Manage all your event types in one place

View, edit, duplicate or disable your booking pages from a single list, and copy a shareable link in one click.

app.dayschedule.com/availability
Dayschedule weekly working hours editor with time slots for each day

Set this up in minutes on your own DaySchedule account.

Sign up free

Set your working hours and schedules

Define weekly availability, add date overrides for holidays or days off, and let clients book only when you are actually free.

app.dayschedule.com/availability
Dayschedule team availability view showing combined free slots across team members

Set this up in minutes on your own DaySchedule account.

Sign up free

Find the right time across your team

Use round-robin or collective scheduling so clients can book with whichever team member is available, without any back and forth.

app.dayschedule.com/dashboard
Dayschedule dashboard with upcoming bookings, stats and recent activity

Set this up in minutes on your own DaySchedule account.

Sign up free

Track every appointment from your dashboard

Get a clear overview of upcoming appointments, recent activity and booking trends as soon as you log in.

app.dayschedule.com/bookings
Dayschedule bookings list with upcoming and past appointments and reschedule or cancel actions

Set this up in minutes on your own DaySchedule account.

Sign up free

Manage, reschedule or cancel bookings

See every upcoming and past booking, view invitee details, and reschedule or cancel appointments with a click.

app.dayschedule.com/settings/connections
Dayschedule calendar integrations page with Google, Outlook and other calendar connections

Set this up in minutes on your own DaySchedule account.

Sign up free

Sync with your favorite calendars

Connect Google, Outlook or other calendars to prevent double bookings and automatically add new appointments to your calendar.

app.dayschedule.com/workflows/automations
Dayschedule notification settings for email and SMS booking reminders

Set this up in minutes on your own DaySchedule account.

Sign up free

Reduce no-shows with automatic reminders

Send confirmation and reminder emails or SMS before each appointment so clients show up on time.

Loved by teams worldwide

See what our customers have to say about DaySchedule

25,000+
Happy customers
Capterra
4.7/5
Rating on Capterra
G2
4.8/5
Rating on G2

WhatsApp reminders have reduced no-shows by 90%. I no longer need to send reminders manually.

Amit Patel

Financial Consultant, Mumbai

The mini-CRM helps me track tasks and follow-ups easily in one place. Game changer!

Sneha Gupta

Career Coach, Bangalore

DaySchedule has transformed how we handle patient appointments. The interface is intuitive and the automation features save us hours each week.

Shipra Dubey

Doctor, Mumbai

Better than Calendly with relevant features and competitive prices to save more than 50% on Calendly pricing

Dr. Anamika

Life Coach, IIT Mumbai

DaySchedule has transformed how we handle client meetings. The interface is intuitive and the automation features save us hours each week.

Andie Knight

Marketing Director

The round-robin scheduling feature has helped us distribute leads fairly among our sales team. Our response time has improved significantly.

Andy Lea

Consultant, UK

Managing interviews has never been easier. The calendar integration and automated reminders have reduced our no-show rate by 50%.

Steve Strickland

HR Director, LA

DaySchedule is a game-changer for our startup. The ability to customize booking pages and automate reminders has made scheduling effortless.

Margi Williams

Career Services, USA

Sync Contacts With the API and Use AI for Follow-Ups

Add leads from your own forms, then book and check follow-up meetings from a chat.

Scheduling API

Send leads from your website or ads to DaySchedule. A contact needs a name and either an email or phone number.

const headers = {
  Authorization: 'Bearer YOUR_API_KEY',
  'Content-Type': 'application/json',
};

// Add a lead to your contacts
const contact = await fetch('https://api.dayschedule.com/v1/contacts', {
  method: 'POST',
  headers,
  body: JSON.stringify({
    name: 'Priya Sharma',
    email: 'priya@example.com',
    phone: '+91 9000000001',
    company: 'Acme Inc',
    city: 'Mumbai',
    source: 'instagram.com',
    tags: ['lead'],
    rating: 4,
    followup: '2026-11-12T10:00:00.000Z',
  }),
}).then((res) => res.json());

AI assistant

Connect DaySchedule to Claude, ChatGPT or any MCP client to look up a customer’s bookings and schedule the next meeting. New bookings create contacts automatically.

"Find every booking for priya@example.com and tell me when we last met."
get_bookings
"Book a follow-up call with Priya Sharma next Tuesday at 11 AM."
get_available_slotscreate_booking

Frequently Asked Questions

Everything you need to know about the DaySchedule CRM.

What is DaySchedule CRM?

DaySchedule CRM is a contact manager built into your booking system. Everyone who books becomes a contact automatically, with their phone, location and the page they booked from, so leads and customers sit in one list without exporting anything.

Can I import my existing contacts?

Yes. Use Add Contact to add one person, or Bulk Import to paste CSV data or upload a CSV file and map your columns. See contacts and CRM.

How do I track follow-ups?

Set a follow-up date from the contact list or the contact’s page, then use the Followup filter to see who to call. You can also give a rating from 1 to 5 stars and add tags such as vip or trial.

Can my team see the history of a contact?

Yes. The Activity tab is a timeline of notes, emails, tasks, calendar entries and calls. The Bookings tab lists every booking the contact has made, and you can assign a contact to a team member.

Can I add contacts with the API?

Yes. Send a POST request to /v1/contacts with a name and an email or phone. The API reference covers every endpoint, and API access is part of the paid plans.

Is the CRM included in the free plan?

CRM features are part of the paid plans. See pricing to compare them.

Explore More DaySchedule Products

Keep Every Customer in One Place

Turn bookings into contacts automatically and never miss a follow-up.

4.9
Trusted by 25,000+ customers
Appointment booking software