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
We configure UpSchedule for your business
Pricing is based on your workflows, volume, and integrations. We scope it on the call — no commitment required.
Talk to us about your booking workflowUpSchedule 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.
UpEdit
AI content agent — research, write, optimize, and publish across WordPress and any CMS
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Operations command center — business health scores, anomaly detection, and CEO digests
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AI email assistant — smart categorization, auto-drafts, and bulk cleanup that never leaves your browser
UpLens
Cross-product analytics — unified dashboards connecting all Up products, Stripe, Google Ads, and GA4
UpLift
Multi-platform ad intelligence — automated audits, waste detection, self-learning optimization
UpLook
AI visual testing — YAML-driven screenshot capture with AI diagnostics for websites, extensions, and plugins
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.