Genius CRM: Annuity Proposals That Close Save My Seat
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Send your booking page

Set your hours once. Then send your booking page on the call, and after each phone objection: the client picks the time.

Do it in Genius

Meetings Availability Meeting types Your booking page

Practice Client, 3 Nov 2026: four meeting types are on. Discovery call is 30 minutes, Proposal presentation 60, Quick follow-up 15, Application signing 30.

Open Meetings in Genius (opens the app in a new tab)

In the app: CRM → Meetings

The Availability panel of Meetings: weekly hours, days off, five meeting types with their lengths and switches (Annual policy review is off), and the booking rules. (opens full size in a new tab)
  1. 1.

    On Meetings, click Availability and set your hours. Under Calendars, paste the iCal address, click Add calendar, so clients can't book over your plans.

    iCal address
    A private web address of your calendar. The app sees only when you are busy, never what the event is.

    No calendar yet? A yellow note warns people can book over your plans. There are no reminder settings.

  2. 2.

    Copy Your booking page from Meetings and send it on the call. Ask the client to pick a time now, then look under Upcoming.

    Asked to "send something"? Send this instead. The proposal comes after the first meeting.

    The Meetings page: the Upcoming and Past 14 days tabs, the booking page field with its copy button, the Availability button, and the note "Nothing booked yet". (opens full size in a new tab)
  3. 3.

    "I have an advisor." Agree. Ask which money they handle, say you focus on insurance options, never criticize them, then send your booking page.

    "I'm not ready": ask what loss, growth and access they can accept, then send the page.

  4. 4.

    "I've heard bad things." Agree: some contracts do not suit some clients. Give them three questions for any seller, then send your page.

    Any seller: What will it do for me? What does the contract promise? What do I give up?

You're done when your hours are set and a client picked a time while you were on the call.
Watch out: Agree first, never argue. A client who feels corrected stops listening. Contact an advisor only with the client's permission. When an existing client says no twice, stop. Never send the link in a Medicare appointment: see Medicare clients.
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