Introduction
The Booking & Appointments functionality allows you to create events, services, or appointments that users can schedule directly through your website. You can set up one-on-one meetings, group events, or service-based bookings with ease.
Creating a Booking Event
Go to the Booking tab and click Create a New Booking Event.
Enter event details:
Event Name & Description
Location (physical address or online meeting link)
Notifications – set up email alerts when someone books
Adding Operators
Operator = the person hosting the appointment.
Add yourself or team members by entering:
Name & Email
Description & Image (optional)
Color code (helps distinguish operators in schedules)
Google Calendar Sync: connect to auto-sync events.
If multiple operators are added, bookings can be:
Chosen by the customer, or
Round-robin assigned automatically.
Adding Services (Optional)
Define different services (e.g., haircut, consultation, demo).
Assign services to operators.
Set time slots for each service.
Supports group services (e.g., webinars with multiple attendees).
Availability Settings
Choose One-on-One (default) or Group Event.
Define:
Maximum participants (if group).
How far in advance people can book.
Available days and time slots.
Excluded dates (e.g., holidays).
Booking limits (e.g., max X appointments per day).
Each operator can have custom availability.
Booking Form & Questions
Collect attendee details with form fields.
Default fields: Name + Email.
Add more (e.g., Phone, Notes, Custom questions).
Can map fields to CRM properties for easier tracking.
Confirmation Page
After booking, users can be directed to:
Default confirmation message.
A custom message with call-to-action.
A custom Thank You page on your site.
Embedding the Event on a Page
Open the Builder.
Drag the Booking Widget to your desired location.
Select the event you created from the dropdown.
The widget will display:
Event details
Available time slots (default: next 2 weeks)
Operator/service options (if configured)
Best Practices
Use Google Calendar sync to avoid double-bookings.
Clearly describe services so users know what to expect.
Set buffer times between appointments to prevent overlap.
If offering multiple services, group them under one event for simplicity.
Test your booking flow before going live to ensure everything is smooth.