Booking Settings

Booking Settings

Booking Settings

Configure how clients book appointments with you — set your available hours, define appointment types, and share your personal booking link.

Key Features

  • Availability Schedule: Define which days and hours you're open for bookings. Clients only see time slots that fall within your schedule. ACME Creative Agency starts with Monday–Friday, 9 am–5 pm by default.
  • Appointment Types: Set default durations and buffer times for each meeting type (Consultation, Site Visit, Meeting, Call, Demo, Follow-up) and choose which ones clients can request.
  • General Settings: Control your daily booking limit, minimum advance notice, how far ahead clients can schedule, and your timezone.
  • Booking Link: A shareable URL clients use to self-book directly on your calendar — copy it and drop it in an email or on your website.
  • Weekly Preview: A live summary on the right showing each day as open or unavailable as you edit your schedule.

How to Use

Set Your Availability

  1. Go to Booking Settings in the sidebar.
  2. In the Availability Schedule section, each row is a time block. New accounts start with Monday–Friday, 9 am–5 pm.
  3. Select the day from the dropdown, then set the start and end times.
  4. Use the toggle switch on a row to enable or disable that block without deleting it.
  5. Hover over a row to reveal the trash icon, then click it to remove that block permanently.
  6. Click Add Time Slot to add more blocks — useful for split schedules (e.g., a morning and afternoon window on the same day).
  7. Click Save Changes in the Availability Schedule header when done.

Configure Appointment Types

  1. In the Appointment Types table, find the type you want to adjust.
  2. Set the Duration (minutes) — how long that appointment lasts.
  3. Set the Buffer (minutes) — the gap after that appointment before the next can start.
  4. Check or uncheck Bookable to control whether clients can request that type. Follow-up is off by default.

Update General Settings

  1. In the General Settings panel on the right, set:
    • Max Bookings Per Day — your daily cap on appointments (default: 8).
    • Minimum Advance Notice — how many hours ahead a client must book (default: 24).
    • Max Days in Advance — how far into the future clients can schedule (default: 60).
    • Timezone — your local timezone so availability displays correctly for you and your clients.

Share Your Booking Link

  1. Copy the link shown in the Booking Link panel using the copy button.
  2. Share it via email, your website, or wherever clients reach you.
  3. Click Preview Booking Page to see exactly what clients will see before sharing.

Tips

  • Add two time blocks for the same day if you take a midday break — for example, 9 am–12 pm and 1 pm–5 pm.
  • Buffer times protect you from back-to-back appointments with no break in between.
  • Set a minimum advance notice (e.g., 24 hours) to avoid last-minute booking requests.
  • The Weekly Preview updates live as you edit — check it before saving to confirm your schedule looks right.
  • Uncheck Bookable on types you handle internally (like Follow-up calls) to keep your public booking page focused on what matters most to clients.