How do I book a calendar meeting with Cloze?

Now you can book meetings directly from Cloze using your connected Google or Microsoft 365 (Outlook) calendar. Whether you're setting up a showing, a listing appointment, or a quick client call, it’s all streamlined—no need to jump between apps.

This new scheduling feature helps you save time, stay organized, and keep every meeting tied to the deals and people that matter most.

Here’s what you can do:

Invite team members or clients to the meeting
Instantly see your availability while booking
Tag the meeting as a Showing, Listing Presentation, or other Cloze activity measure
Link the appointment to a specific property or contact
Add a meeting location
Drop in notes to prep or follow up
Automatically include Zoom links if you use Zoom

1.) Navigate to Cloze settings by tapping on More and selecting Settings.

While this feature is in beta, navigate to settings on your computer.

Mobile:

Tap on More in the lower right of your screen on mobile (iOS/Android).
Select Settings.

Navigate to Cloze settings: Tap on More (lower right) > Select Settings.

On your computer:

Tap on More in the lower left on your computer (cloze.com).
Select Settings.

Navigate to Cloze settings: Tap on More (lower left) > Select Settings.

2.) Under App Settings, tap on Calendar Settings to expand the section.

App Settings > expand Calendar Settings.

3.) Set up Calendar Settings:

Booking Meetings: Use the dropdown to select the calendar where meetings will be scheduled. By default, you will see Last Used.

Default Duration: Sets the default length for booked meetings.

Who can see your calendar: If you're on a team, choose how much detail others can see for your meetings. These settings only affect how meetings appear in Cloze.

Book a meeting with Cloze

To book a meeting tap on the compose icon in the upper right corner (a) and select Book Meeting (b).

When booking, you'll see several options (many are optional). Navigate to Calendar Settings to adjust your defaults and set visibility (optional).

Set the meeting topic.
Invite people to your meeting.
[Optional] Set the type (based on Cloze activity measures).
[Optional] Set what the meeting is related to (e.g. a property or person).
Set when the meeting starts (day/time).
Set the duration of the meeting.
See when you are free or busy (based on your connected calendars).

Optional: Add Zoom links to meetings

👉 Here are instructions on how to connect your Zoom account to Cloze.

Cloze Book Meeting: Include Zoom meeting information.

Optional: Make it a Microsoft Teams meeting

If you have a Microsoft 365 account connected to Cloze, you will see an option to include Teams Meeting information.

Cloze Booking Meeting: Include Microsoft Teams information.

Optional: Add Notes

Cloze Book Meeting: Add notes to your meeting invite.