Set up calendar and booking

The pieces

The calendar module is made of four parts. Appointment types define what you offer and how long each meeting runs. Availability rules define when you can be booked. Booking links are the public pages customers use to pick a time. Appointments are the bookings themselves, confirmed onto your calendar with the customer attached as a contact.

The calendar is a plan feature. On plans that include the calendar, everything on this page is available in the app. If your plan does not include it, the app tells you the calendar is not enabled for your plan.

Appointment types

An appointment type gives a meeting a name, a duration, and buffers. A buffer is quiet time held before or after the meeting, so back-to-back bookings do not run into each other.

Each appointment type also has a location type. You can choose phone, Zoom, Google Meet, in person, or a custom location. Location types that use video meeting links give customers a place to join without you sending anything by hand. To keep bookings in sync with your Google Calendar, connect it in Settings, then Connections (see Connections).

Start with one or two appointment types that match how you actually sell: a short intro call and a longer consultation are a common pair. Give the longer one bigger buffers.

Availability

Availability rules define when each appointment type can be booked. Set the days and hours you want to protect, and the calendar only offers times inside them. Keep your availability honest about your real working hours, because every time inside the rules is a time a customer can take.

Booking links

A booking link is a public page where customers pick a time. You can require a phone number, require a message, carry your own branding, and choose whether a booking creates a CRM contact. Share the link directly, or embed it on your site so customers book without leaving the page.

When someone books, the appointment confirms onto your calendar and the customer is attached as a contact. The booking, the contact, and the follow-up work all stay connected.

Reminders

Appointments support reminder sequences over email and SMS. Reminders are configured per appointment type in the app, so a short intro call and a long consultation can remind people differently. Open the reminder-sequence editor on an appointment type to set the messages and their timing.

Test your booking flow

Before you send the link to real customers, book from your own public booking link and check the whole path.

If any step fails, fix it before you publish the link anywhere.