Clients book their own time from your real availability, inside the portal they already sign into. The four-message email exchange about which Thursday works becomes one click, and the booking lands on your calendar with the context already attached.
There is no dedicated booking app in the gallery, so start from the Client Connect Dashboard, a live Taskade Genesis app on this page. Work through its client-facing layout, then choose "Use this app" to clone it in about ten seconds and add the calendar and booking form that turn it into a scheduling page.
The build gives you gated booking rather than an open link. Because the client is signed in, you know who is booking, which account they belong to, and what they are entitled to. Session types can be scoped: a retainer client sees the strategy session, a support client sees the thirty-minute call, and an account that has used its allocation sees a message rather than an empty calendar. Each booking carries the purpose, any pre-work you require, and the account record, so the meeting starts with context instead of a reintroduction.
Entitlement is the reason to gate this rather than use an open link. A retainer client with strategy sessions included should see those slots. A support client should see a thirty-minute call. An account that has used its monthly allocation should see a clear message about what is available and how to add more, not an empty calendar that reads as you being unavailable. Because the person is signed in, all three cases resolve automatically instead of relying on someone policing the calendar afterwards.
Workspace DNA runs the scheduling. Memory holds availability rules, past bookings, and the account history. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, drafts the agenda from what is currently open on the account and prepares the brief for whoever is taking the call. Execution confirms the booking, sends the invite, and issues reminders.
The schedule renders in every layout you need:
- Calendar view for available slots and booked sessions
- Table view for the internal booking register with account, type, and outcome
- Board view for moving bookings through requested, confirmed, and completed
- List view for the client's own upcoming and past sessions
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations handle the logistics. Connect Taskade automations so a confirmed booking sends the calendar invite and the pre-work request, a reminder goes out the day before, and a completed session files the recap against the account. With 100+ bidirectional integrations, Google Calendar pulls availability in, while email and Slack push confirmations and reminders out.
Protect your own week when you set availability. Expose a limited set of windows rather than your whole calendar, keep buffers around sessions, and cap the number bookable per day. An open calendar fills in the shape that suits everyone except you.
The AI agents in the app carry 34 built-in tools including persistent memory and multi-agent collaboration. An agent prepares a one-page brief before every call from what changed on the account since the last one, so nobody walks in cold.
Booking inside the portal also captures the context that makes the meeting worth having. The client picks a session type, states the purpose, and completes any pre-work you require, all attached to their account record. Your team arrives with the brief already assembled from what has changed since the previous conversation. Compare that with the usual pattern, where a calendar invite arrives with a one-word subject and the first ten minutes are spent working out why everyone is on the call. The scheduling is the small win here, and the preparation is the large one.
Clone the app, invite your clients, and the schedule is yours. Client sign-in is available on Business plans and up, $25/mo billed annually, and App Users is in beta.
Read Booking system for the mechanics, Calendar view for the layout, or browse scheduling builds in the Community Gallery. Start at Taskade Genesis. Pair this with Build a Client Meeting and Milestone Calendar and Give Clients a Live Project Status Page.
Frequently Asked Questions
Why gate booking behind a login?
Because a signed-in booking already knows the account, the entitlement, and the history. You avoid strangers filling your calendar and you avoid asking the client to retype what you already know.
Can I limit how many sessions a client books?
Yes. Track sessions used against the allocation on the account, and show a message instead of open slots when the allocation is spent.
Does it sync with my real calendar?
Yes. Connect Google Calendar so availability reflects your actual schedule and confirmed bookings appear where you already look.
Can different clients see different session types?
Yes. Scope session types by account tag, so a retainer client and a support client are offered different options.
Can I require pre-work before a session?
Yes. Attach a short form or document request to the booking, and an automation follows up if it is still outstanding the day before.
What happens if a client needs to reschedule?
They reschedule from their own page. The change updates your calendar, notifies the owner, and keeps the original context attached.
Can the agent prepare me for the call?
Yes. It writes a brief from what changed on the account since the previous session, which turns a cold start into a running one.
How much availability should I expose?
Enough that a client can find something in the next week, and not so much that your calendar becomes someone else's. Two or three windows a day is a common balance and still books well.
