Onboarding calls and QBRs, booked with the right CSM
CSMs lose hours every week scheduling quarterly reviews, onboarding kickoffs and troubleshooting calls by hand. With Caletus, each customer books with their own CSM, regular check-ins repeat on a schedule, and AI notes list what was agreed on every call.
- 45 minutes
- Video call
What customer success teams need, and what Caletus does.
- 01You need
Customers reach their own CSM
Send existing accounts straight to the customer success manager who looks after them.Caletus doesA link for each CSMEach CSM shares their own booking link, so a customer always books with the person who knows the account. - 02You need
Regular check-ins on the calendar
Book monthly syncs or quarterly business reviews as one recurring series.Caletus doesRecurring QBR meetingsSet up monthly or quarterly reviews as a recurring meeting type, so the series lands on both calendars. - 03You need
Notes from every call
Keep a record of client requests, decisions and next steps without typing them up.Caletus doesAI call summariesTurn on the AI notetaker for a call to get a transcript, a summary, key decisions and action items.
Customer success scheduling: what you get.
- Recurring meetings
- A booking link for each CSM
- AI meeting summaries & action items
- Google Calendar & Outlook sync
- Example meeting
- 45 minutes
- Guests need an account
- No
Setup tips for customer success teams.
A few details that make this setup work the way it should.
- 01
Protect CSM workload
Set a daily meeting limit so CSMs don't end up with back-to-back client calls during busy renewal weeks. - 02
Where notes live
AI notes stay in Caletus. The recap email is a draft the CSM reviews and sends, and notes aren't copied to your CRM.
More on scheduling for customer success teams.
Helpful pages for customer success teams
Scheduling for other teams
- SalesLet leads book a demo from your website and share demos fairly across your reps.
- Recruiting & HRBook screening calls, hiring manager interviews and panel interviews without the email back-and-forth.
- ConsultantsSell strategy calls, take payment through Stripe and keep your focus time protected.
Scheduling FAQs for customer success teams.
Straight answers about setting up Caletus for customer success teams and running it day to day.
Talk it through with our teamThe customer asks their CSM, and the CSM moves the meeting in the Caletus app. Caletus then emails the customer the new time and updates both calendars. Confirmation emails don't include a reschedule link, so changes always go through the CSM.
Put the CSM's onboarding link in your welcome email. The customer picks an open time, and Caletus adds the video link and sends the confirmation. If the CSM turns on the AI notetaker, the notes list what was agreed and the action items for both sides.
Yes. With a recurring meeting type, a customer books a monthly sync or quarterly business review once, and the whole series lands on both calendars. Each meeting gets its own video link. Recurring meetings are on the Enterprise plan.
Set up Caletus for your customer success team.
Start free, connect your calendar, and use this playbook as your starting point. No credit card required.
- No credit card required
- Two-way calendar sync
- Set up in under 2 minutes