Articles on: Scheduling

Scheduling Overview

Scheduling Overview


The Scheduling module helps you manage appointments, consultations, and meetings. Share booking links with clients and let them book time with you automatically.


What is Scheduling?


The Scheduling module provides:


  • Event Types: Define different types of appointments (e.g., "30-Minute Consultation", "1-Hour Strategy Session")
  • Availability Management: Set your weekly schedule and availability
  • Booking Links: Shareable links for clients to book appointments
  • Calendar Integration: Sync with Google Calendar, Outlook, and more
  • Automatic Scheduling: Clients book directly without back-and-forth emails
  • Reminders: Automatic email reminders for upcoming appointments


Key Concepts


Event Types


Event types define what clients can book:

  • Name: "30-Minute Consultation", "Discovery Call", etc.
  • Duration: How long the appointment lasts
  • Description: What the appointment includes
  • Price: Optional payment requirement
  • Location: In-person, video call, phone, etc.
  • Booking Form: Questions to ask before booking


Availability


Your availability determines when clients can book:

  • Weekly Schedule: Set hours for each day of the week
  • Time Blocks: Multiple time periods per day (e.g., 9-12 AM and 2-5 PM)
  • Date Overrides: Block specific dates or set custom hours
  • Event-Specific: Different availability for different event types



Shareable URLs that let clients book:

  • Event-Specific Link: Books a specific event type
  • User Link: Shows all your event types
  • Custom Slug: Personalized URL (e.g., /meet/john-doe)


Bookings


Confirmed appointments:

  • Status: Confirmed, cancelled, rescheduled
  • Attendee Info: Client name, email, phone
  • Date & Time: Scheduled appointment time
  • Location/Meeting Link: Where the meeting happens
  • Payment: Payment status if required


Main Features


Availability Management


  • Set weekly schedule (hours per day)
  • Add multiple time blocks per day
  • Block specific dates
  • Set custom hours for specific dates
  • Copy hours from one day to others
  • Event-type-specific availability


Event Types


  • Create unlimited event types
  • Set duration (15 min, 30 min, 1 hour, etc.)
  • Require payment (Stripe integration)
  • Add booking form questions
  • Set buffer time before/after
  • Configure minimum notice
  • Set maximum advance booking


Booking Management


  • View all bookings (upcoming, past, cancelled)
  • Reschedule bookings
  • Cancel bookings
  • Send reminders
  • Export booking data
  • View booking analytics


Calendar Integration


  • Connect Google Calendar
  • Connect Microsoft/Outlook
  • Connect iCloud/CalDAV
  • Two-way sync (bookings → calendar, calendar → availability)
  • Multiple calendar support
  • Automatic conflict detection


Booking Page


  • Beautiful, customizable booking interface
  • Timezone detection
  • Mobile-responsive design
  • Payment integration
  • Booking form questions
  • Confirmation emails


Navigation


Access Scheduling:

  • Click "Scheduling" in left sidebar
  • Or go to /scheduling in browser


Scheduling Sections:

  • Dashboard: Overview, event types, upcoming bookings
  • Settings: Availability, calendar connections, event types
  • Bookings: View and manage all bookings


Common Workflows


Setting Up Your First Booking Page


  1. Set Availability: Configure your weekly schedule
  2. Create Event Type: Define what clients can book
  3. Get Booking Link: Copy your booking URL
  4. Share Link: Send to clients via email, website, etc.
  5. Manage Bookings: View and manage appointments


Daily Workflow


  1. Check Bookings: Review upcoming appointments
  2. Prepare: Review client information before meetings
  3. Conduct Meeting: Use meeting link or location
  4. Follow Up: Add notes, create invoice, set reminders


Managing Availability


  1. Set Weekly Schedule: Define regular hours
  2. Add Overrides: Block holidays, set custom hours
  3. Update as Needed: Adjust availability anytime
  4. Sync Calendar: Connect external calendar for conflicts


Integration with Other Modules


Scheduling integrates with:


  • CRM: Link bookings to contacts
  • Finance: Require payment before booking
  • Email: Send booking confirmations and reminders
  • Calendar: Sync with external calendars
  • Projects: Create projects from bookings


Getting Started


  1. Set Up Availability: Setting Up Availability
  2. Create Event Types: Creating Event Types
  3. Share Booking Links: Booking Links
  4. Connect Calendar: Calendar Connections
  5. Manage Bookings: Managing Bookings


Tips


  • Start Simple: Create one event type first, add more later
  • Set Clear Hours: Be specific about when you're available
  • Use Buffer Time: Add time between appointments
  • Test Booking: Book yourself to test the experience
  • Share Widely: Add booking link to email signature, website
  • Sync Calendar: Connect external calendar to avoid conflicts
  • Set Reminders: Configure automatic reminders


Next Steps



Updated on: 13/03/2026

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