Bookings

Bookings lets clients (or prospects) put time on your calendar directly, without the back-and-forth of finding a slot by email. It's a separate scheduling layer from Projects — use it for discovery calls, kickoff meetings, or recurring check-ins.

Booking dashboard: upcoming, booked this week, active links and event types; scheduling links; the agenda; and shortcuts to appointments, availability, event types and links

The Booking dashboard

Bookings in the sidebar opens the Booking dashboard:

  • The cards — upcoming bookings, booked this week, active links, and event types, with a bar of this week, later, and completed.
  • Scheduling links — your links, with Copy link and Open, and Add new.
  • Agenda — your next appointments. View all opens Appointments.
  • Shortcuts to Appointments, Availability, Event Types and Custom Links, and at the top Reports, Calendars, Availability and New event type.

Setting up scheduling

Three things need to exist before a client can book time with you:

  1. Availability

    Your weekly hours and time off — when you're open to be booked (see below).

  2. Event types

    A bookable meeting layout: name, duration, and how you'll meet (Zoom, a meeting link such as Google Meet, a phone call, or in person). You can have several — a 15-minute intro call and a 60-minute kickoff session are two different event types.

  3. Scheduling links

    Each event type generates a public link (/book/<token>) you can copy and send to anyone. Open it and you'll see exactly what your client sees — your real availability, ready to book.

Once all three exist, the Booking Dashboard's setup checklist clears and you're live. From there:

  • Calendars — connect an external calendar (Google/Microsoft) so existing events block your availability and new bookings show up where you already look.
  • Reports — booking volume and trends over time.
Tip

Give each event type its own link and share the specific one for the meeting you want — e.g. don't send your general link when you really want someone booking the 30-minute onboarding slot.

Creating an event type

Event Types (/booking/event-types) is where you define each bookable meeting. The form sits inline next to your existing list — no separate dialog:

New Meeting Template form with fields for event name, description, duration, buffers, meeting location, and booking limits
  1. Basics

    Event name, description, and duration (pick a preset — 15/30/45/60 minutes — or type a custom number).

  2. Buffers and location

    Buffer time before/after each booking, and the meeting location type — a custom video call link, phone, or in person.

  3. Booking limits

    Minimum notice (how soon someone can book before the slot), booking window (how far out slots are offered), and an optional daily limit on how many sessions you'll take in one day.

  4. Client controls & payment

    Toggle whether attendees can reschedule or cancel themselves (with a cancellation-notice cutoff), and set a payment mode — none, full payment, or a deposit — if this meeting type is paid.

Further down, you can also set reminder timing (minutes before the meeting), intake questions to ask at booking time, a confirmation message, and a post-booking redirect URL.

Note

Each event type gets its own public link (/book/<token>) the moment you create it — the same pattern as an opportunity capture form: one shareable link, no manual entry on your end. The difference is who fills it out — a capture form creates an opportunity when you share it around; a booking link creates an appointment when the client uses it to pick a time, which is why appointments show up in the ledger above without you creating them yourself.

Availability

Availability: weekly hours for each day with a time zone, and time off

Weekly hours — switch each day on or off and set its hours, in your time zone. Add hours gives a day a second window (for a lunch break, say), and Copy to all copies one day's hours to the rest of the week.

Time off — block out dates you're away. Clients can't book during them.

Appointments

Appointments lists everyone who's booked time with you: Upcoming first (soonest at the top), then Past (the most recent 100).

Appointments: Upcoming and Past sections, each with a coloured date tile, the attendee, the meeting type and its status
  • The date tile shows when at a glance: amber for today, your brand colour for upcoming, grey for past.
  • How you'll meet — each row says Zoom, Google Meet, Teams, Phone call, In person, or Online, with a matching icon.
  • Status — Booked, Completed, Cancelled, No-show and so on. A past meeting that's still marked Booked says Mark as done in amber, so you can see which ones you haven't recorded yet.

Click an appointment to see its details, and mark it Completed or No-show.

Tip

Add a Book a call block to a website form and new inquiries can pick a time right after they send it, with their name and email already filled in.