Connect your team & customers

Let connected people book an appointment themselves

You define what can be booked and when; they pick a free slot without writing to you.

Last updated 22 September 2026 · More in Connect your team & customers

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.

Where to find itBooking settings — described in the product as What connected people can book, and when.

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 — and 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

  1. The connected person opens the booking screen in the app.
  2. They choose the appointment type, then a free time, then Book.
  3. If confirmation is required they see “The request has been sent. The company will confirm it.” Otherwise “The appointment is booked.”
  4. You are notified with New booking, and a cancellation with Booking cancelled.

What the system prevents

  • Double bookings — if a slot is taken while somebody is choosing it, they get “That time has just been taken. Please choose another one.”
  • Late changes — “It is too late to change this appointment.” once your cancellation window has passed.
  • Bookings outside your availability — “Nothing can be booked at that time.”
  • Automated hammering — repeated attempts are rate-limited.

Booked appointments

The list Booked appointments shows when, who, which type, with whom, and a status of Awaiting confirmation, Confirmed or Cancelled. An empty list says so rather than showing a blank table.

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