Welcome to Preb
SalesMarketingPreb turns a shared link into booked calls — and quietly captures every lead, qualifies them, and tracks them from first click all the way to closed revenue. This page is the lay of the land: what Preb does, who it's built for, and how to find your way around these docs.
What you can do with Preb
At its core, Preb does five things:
- Take bookings from a link. Publish a booking page, and prospects pick a time that fits both their schedule and yours. Bookings land on your connected calendar automatically.
- Keep your calendar honest. Connect Google or Microsoft and Preb hides any slot that clashes with your existing events — no double-bookings.
- Capture leads, not just bookings. The moment someone fills in their details on your booking form, they become a contact — even if they never pick a time. Nobody slips through.
- Qualify and route the right people. Ask qualifying questions, turn away leads who aren't a fit, and send the rest to the right host automatically.
- See the whole picture. Every contact moves through a pipeline, and the Insights area shows your funnel from page view to closed sale.
New here?
The fastest way in is the Quickstart — you'll publish your first booking link in about five minutes.
Who this is for
These docs are written in plain English for the people who use Preb day to day:
- Sales teams — taking calls, working a pipeline, and recording outcomes.
- Marketing teams — driving traffic to booking pages and measuring what converts.
Most pages carry an audience tag at the top so you can tell at a glance who they're written for. The only deliberately technical section is Embedding & Developers — that one is for whoever embeds the booking widget or works with the API.
How this documentation is organized
The sidebar groups everything into a handful of sections:
| Section | What's inside |
|---|---|
| Getting Started | Set up your workspace, connect a calendar, invite your team. |
| Scheduling & Booking | Build booking links and control your availability. |
| Lead Routing & Qualification | Filter, qualify, and route leads before they reach a host. |
| Global Data (CRM) | Your contacts, calls, deals, and pipelines in one hub. |
| Bookings Management | Run bookings day to day — reschedule, reassign, record outcomes. |
| Insights & Reporting | Read your funnel and export reports. |
| Marketing & Tracking | Attribution, ad-platform tracking, and revenue. |
| Team & Account | Workspaces, roles, seats, and billing. |
| Embedding & Developers | Embed the widget and work with the API. |
| Help & Reference | FAQ, glossary, and support. |
If a term ever trips you up, the Core concepts & glossary page defines everything in one place. You can also press ⌘ K to search the docs from anywhere.
Getting help
If you get stuck:
- Use the support widget inside the app (look for the help button while you're signed in) to send a message, report a bug, or request a feature.
- Browse FAQ & troubleshooting for quick answers to common questions.
- Reach the team directly from Contact support.