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Create a booking page

Go to Appointments in the sidebar, open the Booking Pages tab and click New booking page. The editor has four steps.

  1. Details

    Section titled “Details”

    Give the page a name and a short description, pick how long the meeting is, and where it happens.

    Details step with Event Name, Description, Duration, Location and Fallback meeting link

  2. Schedule

    Section titled “Schedule”

    The hours this page can be booked, for each day of the week. Turn a day off, or add a second set of hours with Add Hours for a split day.

    Schedule step with weekly availability toggles and times for each day

  3. Assignment

    Section titled “Assignment”

    Tick the team members who take these meetings. Bookings are shared round robin: each new booking goes to the free member with the fewest upcoming meetings.

    Assignment step with Round Robin selected and a list of team members with one ticked

  4. Booking Page

    Section titled “Booking Page”

    Add your logo URL and brand colour, then choose what to ask. Name, email and phone are on and required by default. Add your own questions with Add Field, turn fields off, or drag to reorder.

    Booking Page step with logo, brand colour and the booking form fields

Click Create Event Type. The page is live straight away; copy its link from the Booking Pages tab.

Locations

Section titled “Locations”
LocationWhat the customer gets
Google MeetA Meet link on the confirmation and in the calendar invite. Needs the assigned member to have Google Calendar connected; otherwise the Fallback meeting link is used.
Video call link (Zoom, Teams…)The link you enter, shared after they book.
Phone callA note that you will call them. Keep the phone field on so you have the number.
In personThe address you enter, shown on the page before they book.