Appointments are designed for meetings — consultations, discovery calls, tastings, or other conversations that happen before or after a booking. Clients pick from your available time slots, and meetings can happen in person, over the phone, or via video call.
When to Use Appointments
Appointments work well for meetings with fixed durations where you want to control your schedule:
- Initial consultations with potential clients
- Discovery calls to discuss event details
- Venue or menu tastings
- Planning meetings with existing clients
- Lead qualification calls
Enable Appointments on a Package
Appointments are a scheduling format you set on individual packages.
Set Your Availability
Define which days and times you offer appointment slots. Clients will only see times that fall within your availability.
Video Call Integration
For virtual appointments, connect your Zoom account. When enabled, a Zoom meeting link is automatically created for each appointment and included in the confirmation email.
Creating Appointments
There are three ways to create an appointment:
- Client self-books: Client visits your booking page, picks a slot, and books.
- You create it: Click Create New in the top nav and select an appointment package.
- From a lead: Convert a lead to an appointment by selecting an appointment package.
Viewing Appointments
View your appointments under Sales > Appointments. You can filter by date, status, and package.
