The account owner can use appointments by default, but staff need it enabled on their account before they can create their own appointment calendars and scheduling links.
Enabling Appointments for Staff
Once enabled, the staff member can access their appointment calendar by clicking their name in the upper right corner and selecting Appointment Scheduling. A default calendar is automatically created for them.
How Appointment Scheduling Works
Each staff member can configure their own meeting calendars, then share the scheduling link with clients. The link shows available time slots based on their settings, and clients can book directly without back-and-forth emails.
To configure a meeting calendar, click Edit on the existing calendar or create a New Scheduling Calendar.
Calendar Settings
Each calendar can be customized with these options:
- Title — name of the calendar
- Appointment length — 15 minutes to 12 hours
- Buffer time — 15 minutes to 1 hour between appointments
- Minimum notice — how much advance notice is required
- Booking window — how many days in advance appointments can be scheduled
- Conflict prevention — block times during assigned bookings or all bookings
- Meeting format — in person, Zoom (requires integration), phone, or other
- Custom messages — invitation and confirmation text
- Weekly availability — use booking availability or set custom hours for each day