CRM

Booking calendars

Let people book time with you on your websites: your hours, a booking page, confirmations and reminders, and links to reschedule or cancel. Nobody can double-book.

#Your calendars

Calendar → Calendars and booking lists your calendars: one per kind of appointment (a discovery call, a coaching session, a consultation). Calendars imported from HighLevel are here too, not taking bookings until you switch it on.

#Setting one up

1. Click New calendar, or open one.
2. Switch on Take bookings on my websites, and give it a name, what visitors see, the appointment length and where it happens (a Zoom link, a phone call, an address).
3. Set your weekly hours in your time zone: open or closed each day, with up to three time ranges (9–12 and 13–17, say).
4. Add days off (holidays) or special days with different hours.
5. Set the booking rules: start times every so many minutes, free time before and after each appointment, how much notice you need, and how far ahead people can book.
6. Choose what you ask (phone number, a note before the meeting), the confirmation by email and/or text, up to five reminders, and the tags bookers get.
7. Save. Free times this week shows exactly what visitors will see.

#The booking page

Each calendar that takes bookings has a page on every one of your websites, at /_vision/book/<its address> (like acme-coaching.sandboxm.website/_vision/book/discovery-call). Visitors pick a day and a time, shown in their own time zone, then give their name and email.

To put it on a page of your website, ask the assistant, for example "Add the booking page for my Discovery call to the contact page". Or copy the embed code from the calendar's page. Publish to put it live.

#What happens when someone books

• The appointment is in your Calendar, on their contact (found by email, or made new, with the calendar's tags).
• A confirmation goes to them by email (and by text, if you switched it on), in their conversation, with an Add to my calendar file and a link to reschedule or cancel.
• You get an email about each booking, move and cancellation (switch it off per calendar).
• Reminders go out as you set them, once each. Appointments imported from HighLevel get none (HighLevel sends its own).
• No double bookings: a time is gone the moment it's taken, even if two people click at once.

#Your Google Calendar

Connect Google in Settings → Integrations: busy times on your Google Calendar come off your booking pages, and your appointments show up in it, moved or cancelled on either side. See Google Calendar and Sheets.

#Moving or cancelling

People use the link in their confirmation to pick a new free time or cancel; you're told either way. From your Calendar, open an appointment and use Cancel and tell them. (Changing its time there yourself doesn't tell them; send them its link, or a message.)

#Voice AI

When your Voice AI agent's Appointment Booking uses a calendar that takes bookings, it offers exactly the same free times as the booking page, and the caller gets the same confirmation and reminders.

#By chatting