Booking check-in: catch the people who meant to book and didn't
Someone tells your setter they're interested. Your setter sends the booking link. Then nothing.
Most of the time that isn't a no. They opened the link, got distracted, put the phone down, and the moment passed. You never find out, because a booking shows up in your calendar and a non-booking shows up nowhere at all.
The booking check-in closes that gap. A few minutes after your setter sends the link, it circles back with one short question: did you manage to get a time booked in?
It works the same way for a training link. If your setter's goal is to get people to watch a recorded training rather than book a call, the same timer fires the same kind of one-liner: did you get a chance to check out the training yet? No re-pitch, no second copy of the link, just the question.
01Turning it on
Automations → Follow-ups → Check in after the booking or training link.
Pick how long to wait: 15, 20, 30 or 60 minutes. Off is the default, so nothing changes until you choose a number.
Twenty minutes is a good starting point. It's long enough that someone who's booking right now isn't interrupted mid-form, and short enough that you're still in their head.
Why 15 minutes is the shortest option
Follow-ups run on a cycle that ticks every few minutes. If we let you set five minutes, the message would still land closer to ten and the number on your screen would be a lie. Fifteen is the shortest delay we can actually keep.
02What they get
One line, in your voice, with tappable buttons:
did you manage to grab a time?
>
[ Booked it ] [ Not yet ] [ Resend the link ]
A tap is just a reply. Your setter reads it and carries on the conversation normally, so "Not yet" turns into a real exchange about what got in the way rather than a dead end. Nobody is forced to use the buttons; typing works exactly as it always did.
03Who actually gets asked
This is deliberately narrow. It only goes to someone who:
never chased this way. A check-in belongs in a conversation, not on top of a cold opener.
already mid-conversation and won't talk over itself.
- has been talking to you. People who never replied to a first message are
- went quiet after getting the link. If they replied to it, your setter is
- hasn't booked, opted out, or been taken over by you.
- hasn't already been asked. Once per person, ever.
It also skips quiet hours (overnight, US Eastern) unless you tell it not to. A 20-minute check-in that arrives at 7am the next morning isn't a check-in, so we skip it rather than delay it.
Leads in other time zones
The overnight pause is set to US Eastern time. If most of your leads are in Europe, Africa, the Middle East or Asia, their daytime is our night, and a pause that protects a US audience can hold your follow-ups until the moment has passed. In the same panel, tick Ignore platform quiet hours (my leads are in other time zones) and your follow-ups and check-ins go out whenever they are due, around the clock. Leave it off if your audience is mostly in the US.
04What it costs
The check-in uses one of the two automated messages each lead can receive per day, the same budget your normal follow-ups draw from. It does not use up one of the three follow-up nudges, so a lead who doesn't book still gets the full follow-up sequence afterwards.
05Getting the most out of it
settings.** The check-in triggers off that link going out, whether your setter sent it during a conversation or a flow sent it.
people who did book can still get asked. See Confirming booked calls. This is the single biggest thing you can do to make the check-in feel sharp instead of clumsy.
("no times that work", "couldn't find my timezone"), that's a calendar problem, not a follow-up problem.
- **Make sure your booking link (or training link) is the one in your setter's
- Wire up your booked-calls webhook. Without it we can't tell who booked, so
- Watch what "Not yet" tells you. If the same reason keeps coming back
06Sending links as their own message
By default a reply that carries a link arrives as one message: a short line, the link on its own line, a blank line, then the question. Most people prefer that, and it is one message.
If you would rather the link stand completely alone, turn on Send links as their own message on the same panel. The link arrives first, and the question follows a moment later as a second message.
The trade-off is real: it sends one extra DM every time a reply carries a link. On a busy account that is hundreds of extra messages a day, and message volume is exactly what Instagram limits. Leave it off unless you have a reason to want it, and if your replies start getting rate-limited, turn it off first.