Help Center / Scheduler and calendar /
Creating a booking page
Each booking page is a shareable link where clients pick a time slot and book a meeting. Multiple booking pages can be created for different purposes, so a 15-minute discovery call and a 60-minute coaching session each have their own page with their own settings.
How to create a booking page
- Open the scheduler page from the main menu on the left.
- Click "Create booking page" in the top-right corner. A new booking page opens in the editor.
- Set the title and description. The title is the name of the meeting (for example, "30-Minute Consultation" or "Discovery Call"). The description gives respondents context about what the meeting covers. Both appear on the public booking page.
- Set the meeting duration. Options include 15 minutes, 30 minutes, 1 hour, or a custom duration. The duration determines the length of each time slot shown to the person booking.
- Choose a location:
- Video call: pick Zoom or Google Meet (must be connected in integrations first). A unique meeting link is generated automatically for each booking.
- In-person: enter a physical address. The address appears in the booking confirmation.
- Phone call: the client provides their phone number during booking.
- Set availability. Define which days and time slots are open for bookings. Availability can be set per booking page, so different meeting types can have different schedules. Existing events on your calendar (including synced Google Calendar events) automatically block those time slots.
- Set buffer time (optional). The gap between consecutive bookings, so back-to-back meetings don't overlap without breathing room. For example, a 15-minute buffer after each meeting gives time to wrap up before the next one starts.
- Set minimum notice (optional). How far in advance someone can book. A 24-hour notice period prevents same-day bookings.
- Set date range (optional). How far into the future bookings are open. A 30-day range means only the next 30 days show available slots.
- Enable payment collection (optional). Add a payment step so clients pay when booking. Payments go through Stripe, PayPal, or Square. This turns the booking page into a paid consultation page without needing a separate checkout step.
- Add form fields (optional). Extra questions can be added to the booking form, so the client provides details (like project scope or meeting agenda) at the time of booking.
- Save and share. The booking page gets a public URL that can be shared directly, embedded on a website, or added to a proposal as a scheduling step.
How to create a booking page from a template
- Open the scheduler page and click "Create booking page".
- Select a template from the template dropdown. The template pre-fills duration, location, availability, and other settings.
- Adjust settings as needed, then save.
What happens when someone books
When a client picks a time slot and confirms:
- A calendar event is created with the meeting details
- Confirmation and reminder emails go out to both parties automatically
- If a video meeting provider is connected, a unique meeting link is generated and included in the confirmation
- If payment is enabled, the payment is collected before the booking is confirmed
- The booking appears in the scheduler bookings list, where it can be rescheduled or cancelled
Booking page settings reference
| Setting | What it controls |
|---|---|
| Title | Meeting name shown on the booking page |
| Description | Explanation of the meeting, visible to the person booking |
| Duration | Length of each meeting slot (15m, 30m, 1h, or custom) |
| Location | Video call (Zoom/Google Meet), in-person, or phone |
| Availability | Days and time slots open for bookings |
| Buffer time | Gap between consecutive bookings |
| Minimum notice | How far in advance someone can book |
| Date range | How far into the future bookings are open |
| Payment | Collect payment at booking (Stripe, PayPal, or Square) |
| Form fields | Extra questions the client answers when booking |
