This article explains how Spear determines whether a prospect has scheduled a meeting.
Prospects are scheduled as 'Booked' if:
1 - A meeting booking link has been integrated with Spear (Settings → Integrations → Calendly → Connect).
For example, Calendly - we automatically detect when a prospect uses it to schedule a meeting.
2 - If the meeting booking link integration is not connected, Spear reads the conversation for signs a meeting is happening:
Any clear sign the prospect agreed to meet ("let's chat", "send me your calendar") moves the prospect to Pending Booked, one step before Booked in the funnel.
If the conversation goes further and includes an explicit confirmation (a specific time, an accepted invite), Spear raises a confirmation modal asking you to verify.
In the modal:
If you have more than one prospect waiting on confirmation, they're shown one at a time: answering one moves you to the next.
Click Mark as booked to confirm (status becomes Booked), or No if it's a mistake.
If you close the modal without answering, it won't reopen automatically. Instead, you'll see a banner in that prospect's conversation where you can confirm whenever you're ready.
The modal (and the matching notification email) includes a see conversation link, which opens the Messages tab in a new tab, already filtered to that prospect.
3 - If the prospect's status has been changed manually
4 - Automatically, with no action from you
In specific cases — for example, the prospect mentions a meeting you already had — Spear tags the prospect as booked on its own, with no confirmation pop-up. You'll see an auto-tag: booked label on the prospect card. If you change the status manually afterward, the tag updates automatically to match.