Scheduling allows clients to book meetings with you based on your real-time availability. This removes back-and-forth communication and ensures bookings are automatically added to your calendar.

You can create booking pages, define availability, and share links or embed scheduling directly into your website.

Connect your calendar to scheduling

To get started, in the navigation bar, select More > CRM > Scheduling. From here, click on the 'Get Started' button:

Connect a calendar provider

You will be prompted to connect a calendar to manage availability and bookings.

Supported providers include:

Google
Apple
Office 365
Microsoft Exchange
Outlook.com

Grant permissions and complete setup

Select your calendar provider
Follow the prompts to grant access
Confirm the connection

Once connected, your scheduling setup is complete and ready to use.

Create and manage event types

Add a new event type

Event types define the structure of meetings clients can book. To create an event type:

Go to the Scheduling page
Navigate to Event Types
Click New Event Type

Configure event details

Under Details, define:

Event name
Meeting type
Duration
Description

You can also connect video conferencing tools such as Zoom or Microsoft Teams.

Set payment requirements

You can require payment before a booking is confirmed. To require payment:

Enable the payment requirement option
Enter the amount and applicable tax

Set availability for bookings

Under Availability, configure when clients can book time with you. To set availability:

Select the calendar(s) used for availability
Choose your time zone
Select available time slots

Configure advanced scheduling settings

Under Advanced Settings, you can control how bookings behave. Options include:

Buffer time between meetings
Booking conditions or limits
Additional intake questions
Reminder notifications

Customize booking page branding

Under Branding & Design, you can customize how your booking page appears. Options include:

Theme selection
Custom colors
Profile image
Branding visibility

You can adjust the branding that reflects on the booking page from your Branding settings as well.

Share your booking page

Share via public link

Each event type includes a unique booking URL. To share a booking link:

Open the event type options
Click Share
Select Public Link
Copy and share the URL

Embed scheduling on your website

You can embed your booking page directly into your website. To embed scheduling:

Select Share on an event type
Choose Embed Code
Copy the code
Paste it into your website HTML

Here's what your clients will see:

When a client books a meeting:

The event is added to your connected calendar
The client receives a confirmation email
They can reschedule or cancel if needed
The booking appears in your scheduling dashboard

If a new lead books a meeting, they are automatically added as a client in your CRM.

FAQs

Can I create multiple event types?
Yes. You can create different event types for various meeting durations and purposes.
Can I connect multiple calendars?
Yes. You can select which calendars are used to determine availability.
Can clients reschedule their bookings?
Yes. Clients can manage their bookings through the confirmation email.
Do bookings update automatically in my calendar?
Yes. All bookings sync with your connected calendar.