Appointments

Getting Visitors to Your Booking Page

The Public Booking Page

Every appointment type has its own public URL. Embed it as a button/link on your website, in an email signature, or send it directly. The visitor sees:

1. A calendar of available days, restricted to the configured scheduling window.
2. Available time slots for the selected day, in the visitor's own time zone (converted automatically).
3. Any custom Questions to answer.
4. Their name/email/phone to confirm the booking.

On confirmation, a calendar event is created (attached to the chosen staff user or resource), invites are sent, and the visitor gets a confirmation with the details and any configured message.

Personalised Invite Links

Create an Invite to generate a short, trackable link for a specific outreach (e.g. sent to one prospect after a call) — this can bundle several appointment types together and optionally restrict which staff/resources apply for that particular invite, without changing the general public booking page.

Rescheduling & Cancelling

The confirmation email/page includes self-service reschedule and cancel links (respecting the Cancel Before window) so visitors can adjust their own booking without contacting anyone — reducing back-and-forth for simple changes.

Letting Customers Book Themselves

Appointments let a customer pick an open time slot on a public booking page and reserve it instantly — no back-and-forth email to find a time. Behind the scenes it's built on the Calendar app: a confirmed booking is a normal calendar event.

Core Concepts

Appointment Type Categories

• Regular – weekly recurring availability (e.g. every weekday 9–5), the default for an ongoing bookable service.
• Punctual – regular slots but bounded between two specific dates (e.g. bookings only open for a one-week event).
• Specific Slots – you hand-pick individual time slots and share the link with one person, rather than a general public schedule.
• Shared Calendar – shares your entire actual calendar's free time, letting someone book into any of your genuinely open slots.

Appointments Rarely Stand Alone

CRM

A booking can automatically create or update a CRM lead/opportunity — useful for "Book a Demo" or "Book a Consultation" pages where every booking should enter the sales pipeline, not just the calendar.

Sales & Payments

For paid appointments (e.g. a paid consultation slot), require payment at booking time so a no-show still results in a charge, or the slot simply isn't held until payment clears.

HR / Recruitment

Interview scheduling can use the same booking-page mechanism — a candidate picks an open interview slot on a recruiter's or hiring manager's calendar instead of coordinating by email.

Google / Microsoft Calendar Sync

If a staff user has their external calendar (Google or Microsoft) connected, their real busy/free time from that external calendar is respected when computing available slots — bookings won't be offered against a meeting that only exists on their personal calendar.

Managing Availability Exceptions

Use the Manage Leaves action to block out specific dates/times (holidays, an unexpected closure) across appointment types quickly, rather than editing every recurring slot definition individually.

Reporting

Review booking volume by appointment type, staff member, or resource to spot which offerings are in high demand and which staff/resources are consistently overbooked or underused — the same underlying calendar events also show up in standard Calendar and Activity reporting.