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# 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

### Booking Links

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](https://help.swellsystem.com/en/article/setting-up-availability-17fx861/)
2. **Create Event Types**: [Creating Event Types](https://help.swellsystem.com/en/article/creating-event-types-1qlqdj1/)
3. **Share Booking Links**: [Booking Links](https://help.swellsystem.com/en/article/booking-links-1awuscu/)
4. **Connect Calendar**: [Calendar Connections](https://help.swellsystem.com/en/article/calendar-connections-y8b2aq/)
5. **Manage Bookings**: [Managing Bookings](https://help.swellsystem.com/en/article/managing-bookings-1wa9wdr/)

## 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

- [Setting Up Availability](https://help.swellsystem.com/en/article/setting-up-availability-17fx861/) - Configure your schedule
- [Creating Event Types](https://help.swellsystem.com/en/article/creating-event-types-1qlqdj1/) - Define bookable appointments
- [Booking Links](https://help.swellsystem.com/en/article/booking-links-1awuscu/) - Share your booking page
- [Managing Bookings](https://help.swellsystem.com/en/article/managing-bookings-1wa9wdr/) - Handle appointments