Scheduling & Booking Pages

Create booking pages that let prospects and clients schedule meetings directly on your calendar — with automatic Google Calendar sync and Google Meet link generation.

Creating a Booking Page

1. Go to Engagement → Forms
2. Click New Booking Page
3. Configure the Meeting tab in the form builder

Meeting Configuration

Duration & Buffers

Setting	Description	Options
Duration	Meeting length	15, 20, 30, 45, 60, 90, 120 minutes
Buffer Before	Gap before meeting	Minutes
Buffer After	Gap after meeting	Minutes
Max Days Ahead	How far in advance people can book	Days
Minimum Notice	Earliest someone can book	Hours from now

Location

Type	Description
Video Call	Google Meet link auto-generated
Phone Call	Display your phone number
In Person	Show a physical address
Custom	Any text (e.g., Zoom link)

CRM Integration

After a booking is made, automatically:

• Create Lead — New lead from booking details
• Create Contact — New contact from booking details
• None — No CRM record created

A task is always created and linked to the lead/contact for follow-up.

Confirmation

• Confirmation Message — Shown after successful booking
• Redirect URL — Redirect instead of showing confirmation

Timezone

Select the timezone for your availability. All slots are displayed in the visitor's local timezone.

Availability Modes

Mode	Description
Custom	Set availability per booking page
User	Use your personal availability (shared across all booking pages)
Team	Distribute bookings across team members with load balancing

Setting Custom Availability

For each day of the week:

1. Toggle the day active or inactive
2. Set start time and end time
3. Multiple time windows per day supported

Example:

• Monday: 9:00 AM -- 12:00 PM, 1:00 PM -- 5:00 PM
• Saturday--Sunday: Inactive

Personal Availability

Set your default availability from Engagement → Scheduling → Personal Availability. This is shared across all booking pages that use "User" availability mode.

Team Mode

When team mode is enabled:

• Select team members who participate
• Bookings are distributed using load balancing — the member with the fewest bookings this month gets the next one
• Each member's personal availability is respected

The Booking Experience (Public)

Your booking page URL:

https://yourdomain.com/book/{tenant-slug}/{token}

Step 1: Select a Date

A calendar view showing available dates. Unavailable dates are grayed out.

Step 2: Select a Time

Available time slots for the selected date. Slots respect:

• Your availability windows
• Buffer times before/after meetings
• Already-booked slots
• Minimum notice requirement

Step 3: Enter Details

• Name (required)
• Email (required)
• Phone (optional)
• Notes (optional)
• Any custom form fields you've added

Step 4: Confirmation

Success message with booking details and a cancellation link.

Booking Statuses

Status	Description
Confirmed	Meeting is scheduled
Cancelled	Cancelled by invitee or host
Rescheduled	Time changed
No Show	Invitee did not attend

Managing Bookings

Go to Engagement → Scheduling and switch to the Bookings tab:

• View all bookings in a table
• Filter by status
• See invitee name, email, date/time, form name, and status
• Paginated list

Google Calendar Integration

When a booking is confirmed:

1. A calendar event is created in the host's Google Calendar
2. A Google Meet link is generated (for video call location)
3. An invitation is sent to the invitee's email
4. The event syncs bi-directionally

note

The host must have Google Calendar connected. Go to your profile settings to connect your Google account.

Cancellation

Invitees receive a cancellation link in their confirmation. The cancellation page:

1. Shows booking details
2. Asks for an optional cancellation reason
3. Confirms the cancellation
4. Notifies the host