Define appointment types
Separate discovery calls, onboarding, service appointments, and follow-ups. Set duration, location, preparation, and eligibility.
Build it step by step
Make booking and onboarding clear.
Build a booking process that tells customers what to expect.
Configure availability
Set your time zone, working hours, buffers, notice period, and capacity. Connect the correct calendar to prevent double booking.
Add the right instructions
Ask for necessary context, provide meeting links or directions, and explain rescheduling and cancellation procedures.
Test the journey
Book a test appointment, check calendar entries and reminders, and confirm that the assigned person receives the information. Use round-robin assignment only when multiple staff share bookings.