Our Scheduling page streamlines the meeting process by allowing clients to easily book time with you based on your availability, eliminating the need for back-and-forth communication.

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

A screen will appear where you can select a calendar to connect to your Bonsai account. The supported email providers are Google, Apple, Office 365, Microsoft Exchange and Outlook.com:

On the next page, a prompt will appear to link your calendar and allow permissions. Once you have agreed to the terms, select the button to link your account:

That's it! Your Scheduling setup is now complete.

You can create different event types based on different factors, such as meeting type and length

From the Scheduling page, navigate to the Event Types section and click on the 'New Event Type' button:

Under 1.) Details: input your event type details, including the event name, type, duration and description. You can also connect your Zoom, and Microsoft Teams accounts in this step.

If you would like to set a payment requirement for bookings, check the 'Require payment to book the event' selection. Additional fields will populate where you can input the amount and any applicable tax.

Under 2.) Availability: set up your availability for the new event type. Select the plus (+) icon to manage the calendars where the event's availability is sourced from.

Here, you can specify your time zone and select or deselect your available time slots:

Under 3.) Advanced Settings: configure advanced settings for your event type, including booking conditions, buffer time, an additional question and reminder notifications:

Under 4.) Branding & Design: customize your page's branding and design by selecting your desired theme, adding a profile picture, and choosing to include Bonsai Branding.

Preset themes are offered, as well as the option to create a custom theme with your own colours for the sidebar, sidebar text and brand. You can adjust the branding that reflects on the booking page from your Branding settings as well.

With the Bonsai Branding toggle, you can choose to enable the 'Powered by Bonsai' messaging:

Once the event type is created, you can grab the unique URL for this event type and share it with clients so they can directly book a call with you.

Here's what your clients will see:

Once a client makes a booking, they'll receive an email from Bonsai. They can easily add it to their calendar, reschedule or even cancel.

You'll find all your new bookings in your scheduling dashboard. If a lead schedules an event, they'll automatically be added a client in Bonsai on the Clients page.

To share a booking page, simply select the additional options next to your event type. Then, click on 'Share' to access the public link and embed code.

To share your booking page via URL, select the 'Public Link' option. Click on 'Copy this link' to access your custom URL:

Embedding your booking form into your website is a great way for clients to complete their booking. Any bookings made with the scheduler will reflect directly on your Scheduling page on Bonsai.

To embed your booking page, select the 'Embed Code' option and copy the code into your website's HTML.

Here's an example of how an embedded form appears: