Booking

Under Account & settings in the menu. Open the page

Hosts, meeting types and availability for the booking page, including automatic Zoom links.

Methodology: The booking page lets contractors and prospects pick a time that works without email back-and-forth. Meeting types define what can be booked and for how long; a unique Zoom link is generated automatically for each online booking.

Steps:

  1. Under Hosts press Add host: Name, Email, Timezone, working hours and days, then Save host.
  2. Under Meeting types press Add meeting type: Name, Duration, Host, Location type (Zoom (auto-generated), In person, Phone or Custom link), Description, then Save meeting type.
  3. Tick Public and Active; a public link appears with Copy link.
  4. Share the link; bookings land on your calendar and you are notified when one comes in.

In the recommended process