Let connected people book an appointment themselves

Self-booking removes the three-message exchange that most appointments start with. You publish what is bookable. The other side sees only genuinely free times.

Step by step

1. Open Booking settings and define your Bookable appointment types: a name, a duration in minutes, a location, whether it is an online meeting, and a buffer after it.
2. Set Who is booked for each type: a specific person or Anyone from the team. Mark the type Bookable.
3. Fill in Weekly availability, the times on each weekday when bookings are allowed.
4. Add Exceptions and holidays, including whole days marked Closed all day.
5. Set the guard rails: Earliest booking (hours ahead), Latest booking (days ahead), Confirmation required and Cancel up to (hours before).
6. Save. Connected people now see Book an appointment with Choose what you need and a list of free times.

In the app

The connected person opens the booking screen, chooses the type, a free time and then Book. If confirmation is required they see The request has been sent. The company will confirm it. Otherwise they see The appointment is booked. You are notified with New booking, and a cancellation with Booking cancelled.

What the system prevents

• Double bookings: That time has just been taken. Please choose another one.
• Late changes: It is too late to change this appointment.
• Bookings outside your availability: Nothing can be booked at that time.
• Bookings during approved absences and public holidays. The person is simply not offered.
• Automated hammering: repeated attempts are rate-limited.

Appointments that already exist are never cancelled automatically when an absence is approved. You get a notice instead and can reschedule or give the appointment to someone else.

Booked appointments

The list Booked appointments shows when, who, which type, with whom, and a status: Awaiting confirmation, Confirmed or Cancelled.

Your public appointment address and the privacy settings of the booking page are described in Your public appointment address.