Appointments
Last update:
07/21/2026
Completed
In this topic
Appointments Overview
- Introduction to Online Appointments
- Creating an Appointment Type
- Sharing Booking Links & What the Visitor Sees
- Connecting Appointments to CRM, Sales & HR
- Moving Calendars In/Out & Public Holiday Calendars
Setting Up Appointment Types
Sharing Links & the Booking Flow
Integrations & Reporting
Calendar Import/Export & Public Holidays
Introduction to Online Appointments
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
| Concept | Description |
|---|---|
| Appointment Type | The bookable "service" itself (e.g. "30-min Consultation," "Table – Dinner Service") with its own rules, duration, and public link. |
| Slot | A recurring weekly availability window (e.g. Tuesdays 9am–5pm) or a set of hand-picked specific slots. |
| Resource | A bookable non-human asset with a capacity (a table, court, room, equipment slot) when booking isn't about a specific staff member. |
| Question | A custom field shown on the booking form to collect information from the visitor before they confirm. |
| Invite | A shareable link (with a short code) pointing to one or more appointment types, for sending directly to a specific person. |
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.
Rating
0
0
Commenting is not enabled on this course.
This documentation is updated continuously. Some features described here may be renamed, deprecated, or still being finalized.