title: "Appointments & Calendars"
Set up bookings, availability, and reminders so customers can schedule reliably.
Step 1: Connect your calendar
- Instruction: Go to Settings → Calendar and connect Google or Outlook by following the prompts.
- Expected: The external calendar is linked and availability is visible in the scheduling UI.
- Why it matters: Calendar sync prevents double-booking and shows accurate availability.
- Troubleshooting: If sync fails, re-authenticate the account and confirm calendar permissions.
Step 2: Create an appointment type
- Instruction: In Appointments → Create Type, define duration, buffer time, and required fields (name, email, phone).
- Expected: The appointment type is listed and can be added to booking pages.
- Why it matters: Clear appointment types streamline booking and set expectations.
- Troubleshooting: If time slots don’t appear, verify business hours and time zone settings.
Step 3: Build a booking page
- Instruction: Add the appointment type to a booking page within a funnel and Publish the page.
- Expected: The published booking page shows available slots and a short form for customer details.
- Why it matters: A public booking page provides a self-serve path for customers.
- Troubleshooting: If slots are missing, check blackout dates and availability rules.
Step 4: Configure availability and business hours
- Instruction: Set business hours and blackout dates in Calendar settings.
- Expected: Only valid times are shown to customers when booking.
- Why it matters: Correct hours prevent bookings outside operations and reduce no-shows.
- Troubleshooting: Confirm account timezone matches your local business timezone.
Step 5: Enable confirmations and reminders
- Instruction: Turn on email/SMS confirmations and set reminder intervals (e.g., 24 hours, 1 hour before).
- Expected: Customers receive confirmations and reminders as configured.
- Why it matters: Reminders reduce no-shows and improve attendance.
- Troubleshooting: Verify email/SMS channel connections and opt-in consent for recipients.
Step 6: Test a booking end-to-end
- Instruction: Create a test booking and verify it appears on the external calendar and in the CRM.
- Expected: The test appointment syncs to calendar and creates or updates the contact in CRM.
- Why it matters: End-to-end tests validate integration and data flow.
- Troubleshooting: If data is missing, check form field mappings and automation triggers.
What success looks like
- Customers can book available slots and appointments sync to external calendars.
- Confirmation and reminder messages are delivered reliably.