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Booking & Appointments Overview
Booking & Appointments Overview
Updated over a week ago

This is an overview of the built-in CCK Bookings & Appointments module. This module allows your customer to schedule appointments or calendar bookings in your Google calendar. For this tool to work, you must link the tool to your Google calendar.

Booking Events

Booking events are linked to the type of calls, appointments or bookings you plan to offer.

For example: if you plan to offer a sales call for new customers as well as a consultancy call for existing customers, you would create two different booking events. See the example below:

Schedule

The Schedule area is a summary view of all of your upcoming, booked appointments.

Operators

Operators are the users who have been set up to run calls through your appointment tool. Your chosen CCK plan allows you to add 2 operators on the Course Starter, 5 operators on the Course Growth to 10 operators on the Course Business plan.

An operator's Google calendar has to be linked to the CCK appointment tool. No other calendar can be linked. You can view all upcoming events for an operator when you open the Operator dashboard.

Services

Services are perfect if you plan to offer different versions of Booking Events. For example, you might want to offer both a 30-minute as well as a 60-minute consultancy call.

You can set up an unlimited number of services with CCK. In the example below we have 3 services - each linked to a different timeframe.

You can link a service to a booking operator by navigating to your Booking Event > click on the booking name > click on Operators & Services > add an operator/click on link services if you already have an operator.

If you add multiple services for an operator, your customer will be able to select the service they prefer when they make a booking. If you do not want your customers to select a different service when they make a booking, only link a single service to the operator and create a new Booking Event for your other services.

One-on-One vs Group Calls

If you open the settings menu for a service, you are able to change the type of service offered from a one-on-one to a group call.

With group calls, you can limit the number of attendees and can offer for multiple people to join a single call. with one-on-one calls, only one attendee can join a call. Watch the video to learn how you can set this up.

Paid Appointments

Pre-and Post-Appointment Emails

Booking Widget

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