Your online booking page

Your booking page lets customers book themselves. They choose what they need, pick a day and a free time, and leave their details. The booking lands in your calendar and both of you get an email.

Steps

1. Find your booking page. On the Appointments Overview, click Open booking page. Share its address on your website, in emails and on social media.

   

2. The customer picks what they need. Each bookable type shows with its length and place.

   

3. They choose a day and a time. Only free times are offered, in your time zone. With several team members, they can pick who, or take anyone available.

   

4. They leave their details (name, email, phone) and answer your questions.

   

5. They click Confirm booking. They see the booking with a link to move or cancel it, and get a confirmation email with a calendar invite.

   

6. It's in your bookings. The new booking shows in the Appointments list, on the Overview and in the calendar, and the team member gets an email.

   

Tip With CRM, each online booking also becomes a deal, so a first meeting is never lost.

Good to know

• Your company website has a Book an appointment link in its footer.
• Customers book from your minimum notice up to the Book up to limit of each type.