Everyone in your workspace can have their own booking page, a public link where customers pick a free time in the hours you set. Each booking lands straight in your calendar, so there is no back and forth by email to agree a time.
Before you start
Booking pages are part of the calendar. If you cannot see them, open Settings from the gear icon in the top bar, choose Application Settings and switch on Enable Calendar Bookings.
Set up your booking page
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Open your booking page settings
Open the Calendar and select Booking page. Switch on Take bookings.
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Choose the address and title
Set the Page address, which becomes the end of your link, and What people book, such as Free consultation. Add a short description so people know what to expect.
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List your services
Under Services, add each thing people can book with its Length and Price before tax. Leave the price blank to show price on request. Customers pick a service first and only see times long enough for it.
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Set your hours
Under Available hours, add the times you take bookings on each day of the week. Use Extra dates to open up a particular day, such as a Saturday clinic.
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Set your booking rules
Choose a Break between bookings, the Minimum notice you need and how many Days ahead people can book. Set a Reminder email and, if you are happy for people to move their own booking, switch on Let people change the time.
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Choose where you meet
Pick a Video call and every booking gets its own meeting link in the confirmation. Zoom works on every plan once connected; Microsoft Teams and Google Meet need Professional or above. If you go to your customers instead, switch on Visits to the customer: the form asks for their address and each booking goes in your calendar as a site visit.
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Save and share your link
Select Save, then Copy link and put it in your email signature, on your website or anywhere customers find you. Use Open booking page to see what they see.
Turn bookings into leads. Switch on Add new people as leads and anyone who books who is not already a customer or lead is added to your sales pipeline.
Take payment when people book
With Stripe or PayPal connected under Settings and Integrations, choose a Payment option: They pay the full price or They pay a deposit. When someone books a service with a price, the time is held while they pay and confirmed once they have. An unpaid booking is let go after 30 minutes so the slot opens up again.
Share a page with your team
Under Team pages, select New team page and choose the people on it. A time is offered when any of them is free, and bookings take turns between them so the work is shared fairly.
Invite someone to book
To send a booking link to a particular customer, lead or candidate, select Invite to book. When they book, the booking is linked to their record.
After someone books
The booking appears in your calendar as an appointment, and the person who booked gets a confirmation email. If Sales is switched on, you can raise an order or an invoice for the customer from the booking itself.
For more on booking pages, see Calendar Bookings.