Calendar Booking Setup

This guide walks you through creating your first booking calendar, configuring availability, and embedding it on your website so clients can self-schedule appointments immediately.

Prerequisites

Before you begin, make sure you have:

Access to Calendars > Calendar Settings in your sub-account
A connected Google Calendar or Outlook account for availability sync (optional but recommended)
Your website or funnel page ready for embedding the calendar widget
A clear understanding of your appointment duration and available hours

Create Your First Calendar

Start by building the calendar that will power your booking page.

Navigate to Calendars > Calendar Settings in your sub-account
Click + New Calendar in the upper-right corner
Select Personal Booking as the calendar type for standard one-on-one meetings
Enter a descriptive Calendar Name that clearly identifies the appointment type (e.g., “Discovery Call” or “Strategy Session”)
Select yourself as the Host from the dropdown
Review the Custom URL slug and edit it if needed (this becomes part of your booking link)
Set the Appointment Duration based on your meeting type (15, 30, 45, or 60 minutes are common)
Click Confirm to create the calendar

Your booking calendar now exists and has a unique URL. The next step is configuring when clients can book.

Configure Your Availability

Set your available hours so the booking page only shows slots when you are actually free.

Open your newly created calendar in Calendars > Calendar Settings
Click the Availability tab
Set your Available Days by toggling on the days you accept appointments
Define your Time Windows for each day (e.g., Monday through Friday, 9:00 AM to 5:00 PM)
Add Multiple Time Blocks per day if you have split availability, such as morning and afternoon blocks with a lunch break
Set a Buffer Time of 10 to 15 minutes after each appointment to give yourself breathing room between calls
Configure Minimum Scheduling Notice to prevent last-minute bookings (a 2-hour minimum is common)
Set Maximum Days in Advance to limit how far into the future clients can book (30 days is a typical starting point)
Click Save to apply your availability settings

Your calendar now displays time slots only during your configured available hours, with appropriate buffer time built in.

Connect Your External Calendar

Sync your Google Calendar or Outlook so existing events block booking availability.

In your calendar settings, click the Connections tab
Click Add New and select Google Calendar or Outlook Calendar
Sign in to your external calendar account when the authorization window appears
Grant all requested permissions, including calendar read and write access
Once connected, return to the Connections tab and configure your Linked Calendar by clicking Add and selecting the calendar where new bookings should appear
Verify that your external calendar is listed under Conflict Calendars so existing events block availability
Click Save to activate two-way sync

Now your booking page automatically hides time slots when you already have events on your external calendar, preventing double-bookings.

Customize Your Booking Page

Make your booking page look professional and collect the information you need.

Open your calendar and navigate to the Forms & Payment tab
Customize the Booking Form Fields to include Name, Email, Phone, and any custom fields you need
Upload your Company Logo to display at the top of the booking page
Adjust the Color Theme to match your brand
Write a Calendar Description that explains what clients should expect from the meeting
Preview the page by clicking Preview in the top-right corner to confirm it looks right on both desktop and mobile
Click Save to apply your branding

Your booking page now reflects your brand and collects the information you need from each client.

Embed the Calendar on Your Website

Place the booking calendar directly on your website or funnel page.

Open your calendar and click Share in the top-right header
Select Embed Code to copy the HTML snippet
Log in to your website builder (WordPress, Wix, Squarespace, or the platform’s funnel builder)
Paste the embed code into a Custom HTML block on your desired page
Save and publish the page
Test the embedded calendar by visiting the page and attempting to book a test appointment

Your calendar is now live on your website, allowing visitors to book without leaving your site.

Alternatively, if you prefer to share a direct link instead of embedding:

Click Share in the top-right header
Click Copy Link to grab your booking URL
Share the link via email, SMS, social media, or anywhere else clients might find it

Set Up Video Conferencing Integration

Automatically generate meeting links for virtual appointments.

Go to the Video Conferencing tab in Calendar Settings
Click Add New and choose your preferred provider (Zoom, Google Meet, or Microsoft Teams)
Sign in and authorize the connection
Click Save to activate the integration

Now every booked appointment automatically generates a unique meeting link, which is included in the confirmation email sent to the client.

Test Your Setup

Verify that everything works correctly before sharing with real clients.

Open your booking page using the direct link or embedded widget
Select an available time slot and complete the booking form with test contact information
Submit the booking and confirm you receive a confirmation email
Check your external calendar (Google or Outlook) to verify the appointment appears there
Review the appointment in Calendars > Calendar View to ensure all details are correct
If you enabled video conferencing, verify that the meeting link is included in the confirmation email
Cancel the test appointment to clean up your calendar

If all steps work as expected, your calendar is ready to share with clients.

Next Steps

Now that your booking calendar is live, consider these enhancements:

Set up automated reminders at 24 hours and 1 hour before each appointment using the Appointment Reminders feature to reduce no-shows
Create a Round Robin calendar if you have a team that needs to share appointment load
Build a workflow that tags contacts and updates pipeline stages when they book appointments
Add buffer times or blocked-off time for personal commitments, holidays, and training days
Monitor your booking data in Reporting > Appointment Reports to identify peak booking times and no-show patterns