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Peak Atlas

Peak Booking / Customer check-ins

The customer is happy.Keeping it that way takes conversations.

A check-in only works if it's easy to find and easy to move. With Peak Booking your customer gets their own booking page with the right length and one short question. They pick the time, get a confirmation with the agenda and can reschedule through their personal link.

Put the goal into words. Add perspectives and timing right below.

Local draft · no product activation
Open the check-in example

Plan a sample check-in. Nothing gets booked.

One customer. A steady rhythm. No back and forth.

Check-in / length / preparation

01The topic02The guest03The preparation
Working example / check-in

What a good check-in needs.

The topic
What is it about this time?
The guest
Who speaks for the customer?
The preparation
What's on the table before the call?
Editorial structure sketch · sample data · not the product interface

Your small check-in

From three answers to a call with a purpose.

Fill in the example with a made-up customer. You see how topic, guest and preparation fit together. Everything stays in this preview.

Local working example · nothing is saved or sent. Please don't enter personal data.

Peak Booking / Start noteLOCAL DRAFT
01 / Your thoughts
02 / Your start noteLocal preview

Three questions. A check-in worth having.

Draft · not yet put together

The topic
Still open
The guest
Still open
The preparation
Still open
Your input appears here right away. With “View the start note” you check the three details locally.

From the invitation to the conversation

Short, regular, prepared.

The order keeps the check-in small: one page, one question, one note afterwards.

  1. 01Case

    The page is set up.

    The topic

    What is it about this time?

    You create a booking page for known customers: fixed length, buffer before and after, lead time and one question about the topic. Peak Booking reads free times from your Google Calendar.

    Flow type → known contact
  2. 02Action

    The customer books on their own.

    The guest

    Who speaks for the customer?

    They see times in their time zone, pick one and get a confirmation, calendar link and .ics. If it no longer fits, they move the same booking through their link.

    Confirmation → agenda and reschedule link
  3. 03Result

    The conversation is on record.

    The preparation

    What's on the table before the call?

    The booking is an event on the contact in Peak One. After the call you record whether it took place. In the example you get a check-in note.

    Sample artifact → check-in note

The next proof is the product

Create your first check-in page.

In Peak Booking you connect Google Calendar, set length and buffer and share the link with your customer. A known customer is matched to their existing contact, not created twice.

Start Peak Booking

Peak Booking / Your next step

A customer you talk to regularly.

Try the example with the customer you haven't heard from the longest.

Open the check-in example
Local working example

Talk briefly before things get tight.

What's on the table before the call?

Frequently asked questions

Can a customer move their check-in on their own?

Yes. Through the personal link in the confirmation they reschedule or cancel. The same booking moves, no new one is created.

Are there recurring series?

No, recurring series are not available today. The customer books each check-in separately through the same page.

Is the customer created twice as a contact?

No. A known guest is matched to their existing contact in Peak One.

Does Peak Booking send reminders before the call?

Automatic reminders are planned. Today the guest gets a confirmation with a calendar link and .ics.

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