Appointments
Completed
- 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
Sharing Booking Links & What the Visitor Sees
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:
- A calendar of available days, restricted to the configured scheduling window.
- Available time slots for the selected day, in the visitor's own time zone (converted automatically).
- Any custom Questions to answer.
- 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.
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