Eliminate the data silos
in your day-to-day workflow.
smbgen connects your calendar, video meetings, and account sign-in directly to your booking flows, customer records, and access management — so the tools your team already lives in actually talk to your business platform.
Four integrations. One connected workflow.
Each connected service wires into a specific ClientBridge module — so the data lands where your team already works.
Two-way booking sync
Booked appointments in smbgen automatically create calendar events for your team. Cancelled bookings remove the event. Real-time availability checks your team's calendars so customers only see slots you actually have open.
- Real-time availability from your calendar
- Auto-create & cancel events on booking changes
- Per-staff calendar routing
- Timezone-aware scheduling
- Custom event titles, descriptions, and attendees
Auto-generated meeting links
When a booking is confirmed, smbgen generates a video meeting link and includes it in the calendar invite, the confirmation email, and the customer portal — no copy-pasting links, no forgotten meetings.
- Meeting link auto-attached to every confirmed booking
- Link included in customer confirmation email
- Visible in client portal appointment view
- Staff calendar event includes join link
- Works with rescheduled and updated bookings
Sign in with your existing account
Customers and staff authenticate using the account they already have. No passwords to manage. Email is pre-verified, profile data is pre-filled, and you decide which account domains are allowed to register.
- One-click sign-in for customers and staff
- Email verified automatically on first login
- Domain allowlists for staff accounts
- Profile picture and name imported automatically
- Existing email accounts auto-linked on match
Admin-level access control
Lock your admin panel to your company's account domain. Provision staff roles based on your existing directory groups, revoke access when an account is removed from your directory, and audit every login from one place.
- Domain-locked admin access (your-company.com only)
- Directory group → smbgen role mapping
- Revoke access by removing from your directory
- Login audit log with device and IP data
- Enforce 2FA via your account settings
How it connects
Your existing tools feed in, smbgen acts, your team sees a single view.
Customer or staff authenticates with their existing account
Single sign-on handles identity verification. Accounts are created or matched automatically. No extra passwords, no verification emails.
Booking checks live calendar availability
smbgen queries the assigned staff member's calendar in real time. Only genuinely open slots appear in the booking flow.
Confirmation fires across every channel
Calendar event created. Meeting link generated. Confirmation email sent with join link. Customer portal updated. All from a single booking action.
Everything that ships with the integration
Live availability sync
Calendar free/busy checked on every booking request — no double bookings.
Auto meeting link generation
Every confirmed booking gets a unique meeting link attached to the calendar event and email.
One-click sign-in button
One-click sign-on on every auth page. Works for customers and admin staff.
Domain allowlists
Restrict staff login to verified @your-company.com accounts only.
Role-to-group mapping
Map your directory groups to smbgen roles: admin, staff, read-only.
Login audit log
Track every sign-in: timestamp, IP, device type, sign-in method, and account status.
Cancellation propagation
Cancel in smbgen, the calendar event is removed and a cancellation email goes out.
Customer portal meeting link
Customers see their upcoming meeting link inside their booking portal — always one click away.
Access revocation
Remove from your directory → access to smbgen admin is revoked on next login check.
Who gets the most out of this
If your team already lives in a connected calendar and inbox, this makes smbgen feel native — not bolted on.
Client discovery calls book straight into the account lead's calendar, with a meeting link ready. Single sign-on means clients check their portal without creating another account.
Consultants and advisors use video meetings for every client session. Calendar sync ensures no double bookings. SSO keeps the admin panel locked to verified firm email addresses.
Centralise access control through your existing account directory. Onboard a new hire: add to the directory group → smbgen role granted. Offboard: remove → access revoked.
Connected Workflows is one piece.
The same booking that creates a meeting event also creates a CRM contact, sends a confirmation email, and updates the customer portal — across ClientBridge modules.
Start with a 30-minute
integration planning call.
We'll map your current calendar and account setup to the right smbgen modules, identify any gaps, and give you a clear plan — no obligation.