Scheduling & Calendar — Troy
Scheduling & Calendar

Every call and meeting — without a tool on top.

Book sales calls, customer meetings, and internal time in seconds — linked to the lead, the customer, and the rep — so you stop paying for a separate scheduling app and stop re-typing who it’s with.

Replaces a scheduling tool like Calendly + a shared team calendar
Scheduling & Calendar
Every call and meeting — without a tool on top.
meettroy.ai

A booking that knows who it’s with.

Standalone schedulers live in their own world. They book a slot, then you retype who it’s with into your CRM, and the meeting floats free of the deal it’s about — one more disconnected tab on the pile, one more bill on top.

Troy’s calendar is part of the same system as your leads and customers. Book a call and it’s already tied to the lead, the rep, and the record — visible to the whole team, nothing re-keyed. Here’s what that looks like.

A guided tour

The Scheduling module, screen by screen.

Troy shared calendar
The calendar

Book calls and meetings — internal and customer.

A clean month view of everything on the team’s plate. Click any day to add a booking or see what’s already scheduled.

  • One shared calendar for internal calls and customer meetings.
  • Click any day to add a booking or review what’s on it.
  • Month navigation with a one-tap jump back to Today.
  • Today highlighted, so everyone knows where the week stands.
  • Lives next to sales, support, and ops — not a separate app.
Troy new booking form
New booking

A booking that’s tied to the deal — automatically.

Adding a booking takes seconds, and every field connects it to the rest of Troy.

  • Title, date & time — set the meeting in a couple of taps.
  • Call type — sales call, follow-up, install, or your own.
  • Assign a team member — everyone knows who owns it.
  • Link a customer and a lead — nothing re-typed.
  • Phone & notes — the context the rep needs.

Everything in the Scheduling module

Shared Calendar

Internal and customer events in one view.

New Booking

Title, time, type, and notes in seconds.

Call Types

Sales, follow-up, install, or your own.

Team Assignment

Every booking has a clear owner.

Lead & Customer Link

Meetings attach to the record they’re about.

Month View

Click any day to add or view.

Notes & Phone

Context the rep needs, on the booking.

Team Visibility

The whole team sees what’s booked.

How it works

1

Open the calendar

See the whole team’s month at a glance.

2

New booking

Title, date, time, and call type in seconds.

3

Link the lead & rep

Attach the customer, the lead, and the owner.

4

Save

It’s on the shared calendar for everyone, instantly.

Make it yours

Set up around your team and your meetings.

Your call types, your team, your fields. We tailor the calendar so every booking fits your workflow and links to the right record.

Your call types

Define the meeting types you run — sales call, install, follow-up, consult — so bookings categorize themselves.

Your team’s calendars

Assign bookings to the right rep and keep everyone’s schedule visible in one shared view.

Your booking fields

Capture the details that matter — customer, phone, linked lead, notes — on every booking.

Your workflow links

Tie a booking to a lead or customer so the meeting always carries its context.

Where it shines

Built for the way your team books time.

Sales call scheduling

Booking demos and intro calls? Each one links to the lead, so the rep walks in with full context.

Install or service visits

Sending people on-site? Schedule by team member and keep the whole crew’s day visible.

A shared front desk

Multiple people booking time? One shared calendar means no double-booking.

No double-booking, no double-entry, no “who’s taking this call?”

Explore more of Troy

Put your whole team on one calendar.

Starting at $19.99/mo · No setup fees · Cancel anytime · Live the moment you sign up

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