Book the meeting.
Know who you're meeting.
Close the deal.
UpSchedule is an AI booking tool that goes beyond calendar links — it researches every prospect before your call, generates pre-meeting intelligence briefs, and triggers personalized follow-up sequences after each meeting to help you close more deals.
94%
Show rate
2 min
Scout brief before every call
< 30 sec
Follow-up draft after every call
How It Works
Two sides of the same booking. Your lead sees a clean experience. You get intelligence.
What your lead sees
They find your booking page
Book a Call
Discovery Call
30 min
Product Demo
45 min
They answer a few questions
A few quick questions
Name
Work email
Cell phone
Company
What's your biggest challenge?
They pick a time
March 2026
They get a confirmation
Confirmed!
You're meeting with Sarah Chen
What you get
UpSchedule books it on your calendar
Discovery Call — Jane Smith
Tue, Mar 25 · 10:00 – 10:30 AM
Scout researches your prospect
Scout Brief: Jane Smith (Acme Corp)
Discovery · Mar 25
You walk into the meeting prepared
Jane Smith
Company
Acme Corp · Series B · 120 employees
SaaS · Marketing automation
3 Conversation Starters
Echo drafts your follow-up
To: jane@acmecorp.com
Great connecting today, Jane...
Exec Summary
Action Items
Book. Scout. Echo.
Three AI agents that book, prep, and close — so you never walk into a meeting blind or forget to follow up.
Book
The Engine
The booking engine at the heart of UpSchedule
- Branded booking pages
- AI chat booking
- Google + Outlook + Apple Calendar sync
- Voice + SMS reminders
- Custom form fields
- Embeddable widget + WP/Shopify plugins
- Reschedule & cancel self-service (HMAC-signed tokens)
- Recurring meetings
- Lead qualification forms
- Multi-host coordinator + round-robin
Scout
Pre-Meeting Intel
Know who you're meeting before you meet them
- Auto company research
- LinkedIn discovery
- Email history context
- Methodology scoring (MEDDIC/BANT)
- Conversation starters
- Emailed before every call
Echo
Post-Meeting AI
Never forget to follow up again
- AI follow-up email drafts
- Draft in your Gmail Drafts folder
- CRM notes + sync (13 CRMs)
- Auto follow-up cadences
- No-show prevention sequences
- Deal probability scoring
Coming Soon
Custom pricing for your team
Tell us what you need and we'll put together a plan tailored to your size, usage, and integrations.
Contact UsUpSchedule vs. Calendly vs. Chili Piper
Calendly books the meeting. Chili Piper routes leads. UpSchedule does both, preps you, and follows up.
| Feature | Calendly | Chili Piper | UpSchedule |
|---|---|---|---|
| AI chat booking | No | No | Book+ ($12/mo) |
| Pre-meeting research | No | No | Scout add-on (Growth+) |
| Post-meeting follow-up | No | No | Echo add-on (Growth+) |
| Round-robin | $16/user/mo (Teams) | Included ($30+/seat) | $29/user (Growth) |
| Lead qualification | No | $30-40/seat + platform | $29/user (Growth) |
| CRM AI enrichment | No | No | Add-on (Growth+) |
| Route optimization | No | No | Add-on (Growth+) |
| Transit-aware scheduling | No | No | Scale ($49/user) |
| WordPress/Shopify plugin | Embed only | No | $12/mo (Book) |
| Self-service reschedule | Basic | Basic | HMAC-signed links (Book) |
| Recurring meetings | $10/user/mo | No | $12/mo (Book) |
| Custom branding | $10/user/mo | Enterprise only | $12/mo (Book) |
| SMS reminders | $10/user/mo | Included | $12/mo (Book) |
| CRM sync (bi-directional) | $16/user/mo | Included | $29/user (Growth) |
| API access | $10/user/mo | Enterprise only | $49/user (Scale) |
| SSO / SAML | Enterprise (custom) | Enterprise (custom) | $49/user (Scale) |
| White-label | Not available | Not available | Enterprise (custom) |
Integrations
Stop sending blind calendar links
Know who you're meeting before you meet them. We configure the full booking and prep system for your team.
Already have a code? Enter it here
Frequently Asked Questions
How is UpSchedule different from Calendly?
UpSchedule goes beyond basic scheduling by including AI-powered pre-meeting research briefs, post-meeting follow-up sequences, lead qualification scoring, and CRM enrichment. Where Calendly stops at booking the meeting, UpSchedule prepares you for it and follows up after it.
What AI add-ons are available?
UpSchedule offers four AI add-ons: Scout for pre-meeting research briefs ($12/user/mo), Echo for post-meeting AI summaries and follow-ups ($12/user/mo), CRM AI Enrichment for auto-categorization ($9/user/mo), and Field Sales for transit-aware scheduling ($15/user/mo). Bundle all four for $39/user/mo.
Does UpSchedule support transit-aware scheduling?
Yes, on the Scale plan. Transit-aware scheduling automatically calculates travel time between meetings, blocks buffer time on your calendar, and provides ETA and directions for in-person appointments. This is ideal for field sales and service teams.
Can I embed UpSchedule on my website?
Yes. UpSchedule provides embeddable booking widgets for any website, plus dedicated WordPress and Shopify plugins starting on the Book plan ($12/mo). The booking page is fully customizable with your branding, colors, and logo.
Is there a free tier?
Yes. The free tier includes one user, two event types, Google Calendar sync, Google Meet integration, email confirmations, and a branded booking page. No credit card required. Upgrade to Book ($12/mo) for AI chat booking, SMS reminders, and more.
The Up Product Family
One platform. Your AI agents share context.
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Operations command center — business health scores, anomaly detection, and CEO digests
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UpLens
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UpRegulate
Regulatory intelligence and submission compliance checking
UpRoute
Voice & SMS triage and dispatch — maintenance requests, field service, and 24/7 bilingual coverage
UpSchedule
AI booking pipeline — scheduling, pre-meeting briefs, and post-meeting follow-ups
UpSeek
Pre-meeting intelligence — AI prospect research, CRM enrichment, and 90-second prep briefs
UpVault
Investor relations, data rooms, pipeline management, and fundraise readiness scoring
Every interaction makes your AI smarter. No manual retraining required.