Calendar & Booking

The Calendar module lets you create appointment types, define your availability, and share booking links so clients can schedule time with you. Appointments are tracked and linked to contact records automatically.

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Calendar View

The calendar page shows your appointments in a visual calendar. Switch between day, week, and month views using the controls at the top. Navigate forward and backward by date.

Each appointment block shows the contact name, appointment type, time, and status.

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Appointment Types

Appointment types define the kinds of meetings you offer - for example, "Discovery Call," "Strategy Session," or "Onboarding."

Creating an Appointment Type

1. Click New Appointment Type
2. Fill in the details:

3. Configure availability (see below)
4. Click Save

Groups

Organize appointment types into groups - for example, "Sales Meetings" and "Support Sessions." Groups appear as sections on the booking page when you offer multiple appointment types.

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Availability

Define when you are available for each appointment type.

Setting Available Hours

• Choose which days of the week you are available
• Set start and end times for each day
• Different days can have different hours (e.g., shorter hours on Friday)

Timezone

Your availability is displayed in your account timezone. Clients booking from a different timezone see the times converted to their local time.

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Booking Links

Each appointment type has a public booking link that you can share with clients. When a client visits the link, they see:

• The appointment type name and description
• Your available time slots
• A form to enter their name, email, phone, and any custom booking questions

Sharing

Copy the booking link from the appointment type settings. You can:

• Share it directly via email or SMS
• Embed it on your website
• Include it in workflows and campaigns

The Booking Page

The public booking page is branded with your logo and colors. Clients:

1. Select an available date
2. Choose a time slot
3. Fill in their details
4. Confirm the booking

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Appointment Lifecycle

Appointments move through statuses:

Status Changes

Change an appointment's status from the appointment detail view or from the calendar. Status changes are logged in the contact's activity timeline and can trigger workflows.

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Confirmation and Reminders

When a client books an appointment:

• A confirmation email is sent automatically with the appointment details
• Reminder emails can be configured to send before the appointment (e.g., 24 hours before, 1 hour before)
• Cancellation and rescheduling links are included in the confirmation email

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Contact Integration

Appointments are automatically linked to contact records:

• If the client's email matches an existing contact, the appointment is added to their record
• If no match is found, a new contact is created from the booking form data
• The appointment appears in the contact's activity timeline
• Appointment events can trigger workflows (booked, confirmed, cancelled, no-show, completed)

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Summary