Step-by-step instructions
1. Navigate to Agenda > Event Types tab
2. Click New Event Type"*button
3. Configure event settings:
- Name: "Initial Consultation", "Estate Planning Session", "Deed Signing"
- Duration: Select minutes (15, 30, 45, 60, 90, 120 minutes)
- Location: "Office", "Online", or custom address
- Buffer time before: Minutes of padding before event (e.g., 15 min to prepare)
- Buffer time after: Minutes of padding after event (e.g., 15 min buffer between meetings)
4. Set availability:
- Select days of week available (Mon, Tue, Wed, Thu, Fri)
- Set time range (e.g., 9:00 AM - 5:00 PM)
- Optionally block specific dates (vacations, holidays)
5. Add booking questions for the end-user (optional):
- "What legal matter brings you in?"
- "Have you worked with a notary before?"
- Custom questions specific to appointment type
6. Click "Save Event Type"
7. System generates unique booking link: `https://app.nora.legal/agenda/book/{event-type-id}`
8. Copy booking link
9. Share link via:
- Office website "Book Consultation" button
- Email signature
- Social media profiles
- Client communication
Practical example
Notary Marie Lefevre creates an "Initial Consultation" event type to streamline new client intake. She sets duration to 30 minutes, location "Office", buffer time 15 minutes before and after (prevents back-to-back rush), availability Mon-Fri 9:00-17:00 (blocks lunchtime 12:00-13:00), and asks one question: "Briefly describe your legal matter (property, estate, company, other)". She saves and gets booking link `https://app.nora.legal/agenda/book/abc123`. She adds this link to her office website footer and email signature. New clients click the link, see her available time slots (respecting buffer times), select convenient date/time, enter their name/email/question, and book automatically. Marie receives notification, event appears in her Nora.Legal and Google calendars, and she arrives prepared knowing the client's legal need. This eliminates 10-15 phone calls per week for scheduling.
Notes and limitations
Public booking link: Anyone with link can book - no authentication required
Availability respects existing events: System prevents double-booking by checking all calendar events
Buffer times enforced: Clients cannot book within buffer time of existing events
No payment integration: Free booking only - cannot collect deposits or fees during booking
Single availability window: Cannot set different hours per day (e.g., Mon 9-5, Tue 10-6) - must create separate event types
Approval workflow: Bookings are instant - no manual approval before confirmation unless you have determined this in the configuration step.
Booking link permanent: Links don't expire but can be disabled by deactivating event type
Question limit: Recommended 2-3 questions maximum to avoid friction in booking flow
No client history: System doesn't track previous bookings by same client (treat as first-time each time)
Time zone auto-detection: Client's browser timezone detected automatically
FAQ
Q: Can clients see my full calendar when they book, or only available slots?
A: Clients only see available time slots, not your full calendar or blocked times. The system shows open slots that match your availability settings, respect buffer times, and avoid conflicts with existing events. Clients cannot see event details, other appointments, or busy/free status - just available booking times.
Q: Can I set different availability per event type (e.g., consultations Mon-Wed, signings Thu-Fri)?
A: Yes, each event type has independent availability settings. Create separate event types with different availability windows: "Initial Consultation" (Mon-Wed 9-5), "Deed Signing" (Thu-Fri 10-4). Generate separate booking links for each and direct clients to the appropriate link based on their needs.
Q: How do I disable or temporarily pause an event type?
A: Navigate to Agenda > Event Types, find the event type in the list, and toggle the "Active" switch to OFF (or click "Disable"). The booking link will show "This event type is currently unavailable" to clients who try to book. You can re-enable anytime by toggling back to ON. This is useful for vacation periods or when fully booked.