Creating your first booking calendar
Step-by-step setup
Go to Calendars → Calendar Settings
Click "+ Create Calendar"
Choose calendar type (see)
Enter the calendar name (customer-facing, e.g., "Book a Consultation")
Set appointment duration (15, 30, 45, 60 min, or custom)
Configure availability — days of week and hours per day
Set buffer time before and after (5–15 min is typical — protects against back-to-back fatigue)
Set booking window: how far in advance customers can book (typical: 1–60 days)
Set notice period: minimum lead time required (typical: 1–24 hours)
Set max bookings per day if you want a daily cap
Customize the booking page: logo, intro text, custom questions
Configure confirmations and reminders (covered)
Click Save — your booking link is generated
Custom intake questions
Add questions to your booking form so customers provide context before they arrive. Each question can be required or optional.
Common: "What brings you in today?" (paragraph)
Common: "Are you a new or returning customer?" (dropdown)
Common: "How did you hear about us?" (dropdown — lead source)
Service-specific: "Any allergies or sensitivities?" / "Vehicle make and model?"
WARNING — Don't ask for sensitive info on the booking form
Insurance numbers, full medical history, social security numbers, and similar PII don't belong on a public booking form. Capture them in a secure intake step after the appointment is confirmed — ideally inside the customer-facing portal where data is encrypted at rest. On the Medical (HIPAA) plan, the intake portal is configured during onboarding.
