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How to run magtyne cadence.

Everything from your first booking link to payments, team, automation, and the AI receptionist. Most of it takes minutes.

Getting started

From sign-up to a live booking link in a few minutes.

  1. 1Sign up to start a 7-day premium trial. No card required; nothing is charged when it ends, your workspace simply moves to the free plan.
  2. 2The onboarding wizard walks three steps: set your weekly hours and time zone, create your first event type, and copy your booking link.
  3. 3Open Admin, Branding to set your colors, logo, and accent. Every booking page, email, and the app re-skin from this one token set.
  4. 4Share your link (yourbrand.com/your-slug or book.yourbrand.com). Anyone can book in under a minute with no account.

Event types & availability

The meetings people can book, and when.

  1. 1Create one-on-one, group, collective, or round-robin events under Scheduling.
  2. 2Set one or more durations, before/after buffers, minimum notice, and how far ahead people can book.
  3. 3Pick a location: Google Meet, Zoom, Teams, phone, in person (with travel-time estimates), or a free native magtyne room.
  4. 4Use the workspace schedule, or switch on custom hours for a single event. Holidays and connected-calendar busy times are respected automatically.
  5. 5Toggle auto-generate meeting link on or off per event; when off, you create the link on demand from the meeting menu.

Booking pages & intake

Tailor what each visitor sees and what you ask them.

  1. 1Under Booking pages, edit the headline, cover image (drag-and-drop), accent color, FAQs, and testimonials per event.
  2. 2Build an intake form with text, choice, date, file-upload, and conditional fields that appear based on earlier answers.
  3. 3Group long forms into multiple steps; required-field validation runs before a booking can confirm.
  4. 4Every answer is saved against the booking and shown on the meeting and in the contact record.

Payments

Charge for time, on your own Stripe account.

  1. 1Connect Stripe under Integrations. Funds and payouts go to you; there is no platform fee on your bookings.
  2. 2Set a price per event type: free, full payment, or a deposit now with the balance settled at the meeting.
  3. 3Paid bookings are held pending and confirm only when payment clears, which cuts no-shows.
  4. 4Refunds (full or partial) and receipts are handled for you; sell pre-paid session packages from the Payments tab.

Team & roles

Run a whole team from one workspace.

  1. 1Invite teammates from the Team tab by name, email, and role.
  2. 2Roles: owner (everything), admin (members, billing, integrations), member (their own scheduling), viewer (read-only).
  3. 3Change a role inline or remove a member; you cannot remove yourself or the last owner.
  4. 4Every change is recorded in the Admin activity log.

Integrations

Connect the tools you already run on.

  1. 1Connect Google Meet, Zoom, or Microsoft Teams for meeting links, and your calendars for two-way sync.
  2. 2Connect Stripe for payments and (when approved) WhatsApp for confirmations and chat.
  3. 3Add API keys and webhook endpoints under Integrations, Developer to push events into your own systems.
  4. 4See the API docs for authentication, events, and payloads.

AI receptionist & chat

A front desk that answers and books on its own.

  1. 1Clients chat from the booking page, an embeddable website widget, or WhatsApp.
  2. 2Add an AI key and the receptionist answers questions about services, availability, and pricing using only public facts.
  3. 3It books, reschedules, and hands off to a human when confidence is low or the request is sensitive.
  4. 4Every conversation lands in the Inbox, where you can take over and reply as a human.

Workflows & follow-ups

Automate the busywork around every meeting.

  1. 1Build a workflow from a trigger (booked, before, after, cancelled, no-show), optional conditions, and one or more actions.
  2. 2Actions send email, SMS, or WhatsApp, immediately or offset before/after the meeting.
  3. 3Pick a purpose: plain message, post-meeting survey, review request, or rebooking reminder.
  4. 4Every run is logged with its status, so you can see exactly what fired and to whom.

Recaps & notes

Never write up a call again.

  1. 1Native magtyne meetings capture a live transcript during the call.
  2. 2After the meeting, an AI recap with a headline, summary, and action items is generated (free).
  3. 3Edit a recap and share it with the client, or keep it internal.
  4. 4The notetaker is on by default per event type and can be turned off.

Customer portal

A passwordless home for your clients.

  1. 1Clients open a secure magic-link portal, no password to remember.
  2. 2They see upcoming and past appointments with join links, plus their payment history.
  3. 3Share documents and notes from a contact; the client sees only what you mark as shared.
  4. 4Invoices for any payment are downloadable as a printable PDF.

Analytics

See what scheduling actually earns.

  1. 1Filter by date range: last 7, 30, 90 days, a year, or all time.
  2. 2Track conversion, completion, no-show, and repeat-client (retention) rates.
  3. 3See revenue by service and over time, plus your most-booked services.
  4. 4Export any view to CSV.

Building an integration?

API keys, webhooks, and event payloads are in the API docs.

API docs