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.
- 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.
- 2The onboarding wizard walks three steps: set your weekly hours and time zone, create your first event type, and copy your booking link.
- 3Open Admin, Branding to set your colors, logo, and accent. Every booking page, email, and the app re-skin from this one token set.
- 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.
- 1Create one-on-one, group, collective, or round-robin events under Scheduling.
- 2Set one or more durations, before/after buffers, minimum notice, and how far ahead people can book.
- 3Pick a location: Google Meet, Zoom, Teams, phone, in person (with travel-time estimates), or a free native magtyne room.
- 4Use the workspace schedule, or switch on custom hours for a single event. Holidays and connected-calendar busy times are respected automatically.
- 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.
- 1Under Booking pages, edit the headline, cover image (drag-and-drop), accent color, FAQs, and testimonials per event.
- 2Build an intake form with text, choice, date, file-upload, and conditional fields that appear based on earlier answers.
- 3Group long forms into multiple steps; required-field validation runs before a booking can confirm.
- 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.
- 1Connect Stripe under Integrations. Funds and payouts go to you; there is no platform fee on your bookings.
- 2Set a price per event type: free, full payment, or a deposit now with the balance settled at the meeting.
- 3Paid bookings are held pending and confirm only when payment clears, which cuts no-shows.
- 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.
- 1Invite teammates from the Team tab by name, email, and role.
- 2Roles: owner (everything), admin (members, billing, integrations), member (their own scheduling), viewer (read-only).
- 3Change a role inline or remove a member; you cannot remove yourself or the last owner.
- 4Every change is recorded in the Admin activity log.
Integrations
Connect the tools you already run on.
- 1Connect Google Meet, Zoom, or Microsoft Teams for meeting links, and your calendars for two-way sync.
- 2Connect Stripe for payments and (when approved) WhatsApp for confirmations and chat.
- 3Add API keys and webhook endpoints under Integrations, Developer to push events into your own systems.
- 4See the API docs for authentication, events, and payloads.
AI receptionist & chat
A front desk that answers and books on its own.
- 1Clients chat from the booking page, an embeddable website widget, or WhatsApp.
- 2Add an AI key and the receptionist answers questions about services, availability, and pricing using only public facts.
- 3It books, reschedules, and hands off to a human when confidence is low or the request is sensitive.
- 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.
- 1Build a workflow from a trigger (booked, before, after, cancelled, no-show), optional conditions, and one or more actions.
- 2Actions send email, SMS, or WhatsApp, immediately or offset before/after the meeting.
- 3Pick a purpose: plain message, post-meeting survey, review request, or rebooking reminder.
- 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.
- 1Native magtyne meetings capture a live transcript during the call.
- 2After the meeting, an AI recap with a headline, summary, and action items is generated (free).
- 3Edit a recap and share it with the client, or keep it internal.
- 4The notetaker is on by default per event type and can be turned off.
Customer portal
A passwordless home for your clients.
- 1Clients open a secure magic-link portal, no password to remember.
- 2They see upcoming and past appointments with join links, plus their payment history.
- 3Share documents and notes from a contact; the client sees only what you mark as shared.
- 4Invoices for any payment are downloadable as a printable PDF.
Analytics
See what scheduling actually earns.
- 1Filter by date range: last 7, 30, 90 days, a year, or all time.
- 2Track conversion, completion, no-show, and repeat-client (retention) rates.
- 3See revenue by service and over time, plus your most-booked services.
- 4Export any view to CSV.
Building an integration?
API keys, webhooks, and event payloads are in the API docs.