Creating calendars

This guide walks through creating each calendar type and configuring the five Advanced Settings tabs that appear across all calendar types.

Getting started

Navigate to Calendars in the left sidebar, then click Calendar Settings. Click + New Calendar to begin.

New calendar button in Calendar Settings

You will be prompted to select a calendar type. For types not shown by default, expand Explore more types.

Quick-start setup

After selecting a type, you complete an Initial Setup with the core fields:

Field	Description
Calendar name	Displayed on booking pages and confirmation emails
Team member(s)	Who is assigned to receive bookings
Calendar URL	The custom slug for the booking link
Meeting duration	Length of each appointment slot
Booking availability	Default days and times available for booking
Accept payments	Toggle to require payment at booking time

Click Confirm to save immediately, or click Advanced Settings for full configuration.

Advanced settings tabs

All calendar types share the same five Advanced Settings sections.

Meeting details

Configure what contacts see on the booking widget and in confirmation emails:

Calendar logo — upload a brand image displayed on the booking page
Description — context for what the appointment is about, visible to bookers
Calendar group — assign this calendar to a group
Custom URL — modify the booking link slug
Meeting invite title — what appears in the calendar entry and confirmation email
Team member — select who conducts the meeting
Meeting location — physical address, Zoom/Google Meet/Teams link, phone number, or custom
Event color — color code for the in-app calendar display

Availability

Controls all timing and scheduling settings: Weekly available hours — set which days and time ranges accept bookings by checking the day boxes and configuring start/end times. Date-specific hours — override the regular schedule for specific dates. Use this to block holidays, add extended hours, or mark vacation days. Recurring meetings — toggle on to create appointments that repeat on a schedule. Configure:

Frequency — daily, weekly, or custom interval
Times to repeat — total consecutive occurrences
Unavailable slot behavior — skip the slot, book the next available slot, or continue regardless

Appointment slot settings:

Setting	What it does
Meeting interval	Gap between available time slots (e.g., 30-minute intervals show slots at 10:00, 10:30, 11:00)
Meeting duration	Length of each appointment in minutes or hours
Minimum scheduling notice	How far in advance a booking must be made
Date range	How far in advance contacts can book
Max bookings per day	Daily cap on this type of appointment
Max bookings per slot	Maximum concurrent bookings in a single slot
Pre-buffer time	Extra preparation time before an appointment
Post-buffer time	Wrap-up time after an appointment
Seats per class	(Class calendars only) Maximum attendees per slot

Look Busy (round robin calendars): hides a configured percentage of available slots to create booking urgency.

Forms and payment

Select form — choose the booking form contacts complete when scheduling. Consent checkbox — adds a compliance opt-in checkbox that contacts must check before booking. Add guests — allow the booker to invite additional attendees. Confirmation page — configure what appears after a booking:

Default — display a custom thank-you message
Redirect URL — send the contact to a specific website

Payment — enable to collect fees at booking time. Options include:

Partial payment — let the customer pay a deposit to secure the appointment
Per-attendee billing — charge each attendee including guests (class calendars)
Coupon codes — allow discount codes at checkout

Notifications and additional options

Notifications — pre-written email and SMS notifications are included for:

Booking confirmation
Appointment reminders (configurable timing)
Cancellations
Rescheduling confirmations

Assign contacts to team members — when enabled, the contact is assigned to the team member who takes their booking. Reschedule policy — toggle on to include a rescheduling link in confirmation emails. Cancellation policy — toggle on to include a cancellation link.

Customizations

Calendar widget style — select between the classic widget and the Neo widget. Color scheme — customize button, date, time slot, and action colors. Button text — personalize the call-to-action button label.

Creating a round robin calendar

Select Round Robin

In the calendar type selection, choose Round Robin.

Add team members

Select all users who will receive bookings from this calendar.

Configure assignment in Meeting Details

Under Appointment Distribution, choose:

Optimize for availability — assign to the highest-priority available user
Optimize for equal distribution — assign randomly to balance workloads

Set contact routing preferences

In Advanced Settings > Meeting Details > Advanced Settings, configure:

Reschedule preference — keep the same team member or reassign at random
New appointment preference — auto-assign to the contact’s assigned user

Configure availability and save

Set availability hours, duration, buffer times, and notification settings. Click Save.

Creating a class calendar

Select Class Booking

Choose Class Booking as the calendar type.

Set seats per class

Enter the maximum number of attendees per slot. This can also be configured in Advanced Settings > Availability > Seats Per Class.

Configure schedule and save

Set available hours, duration, notifications, and payment options. Enable Seats Per Slot in Customizations to show remaining spots on the booking widget. Click Save.

Creating a collective booking calendar

Select Collective Booking

Choose Collective Booking as the calendar type.

Add team members (minimum 2)

Add all team members who must be simultaneously available for a slot to be bookable.

Confirm and configure

Click Confirm. To set the primary owner, edit the calendar and click Make Owner next to the team member who should lead appointments.

Save

Click Save after completing all settings.

Creating a calendar schedule

Calendar schedules let you define a reusable availability template and apply it across multiple calendars.

Go to My Availability

In Calendar Settings, switch to the My Availability tab.

Select the user

Choose which user the schedule is for.

Create a new schedule

Click + Create Schedule next to Work Hours. Enter a name and click Create.

Set available hours

Select a timezone. Check the boxes next to available days and set start/end times.

Add date-specific overrides

Click + Add Date Specific Hours for holidays or irregular days.

Link to calendars

Scroll to the top of the schedule and select the calendars you want this schedule applied to.

Save changes

Click Save Changes.

To share your booking link or embed code, click the share icon (arrow pointing out) in the top right of the calendar editor. This opens a module with:

Direct link — copy the booking URL
Embed code — copy the iframe snippet to add to a website or funnel

Clicking the share button automatically saves any unsaved changes to the calendar URL, team member selection, and meeting locations.

Troubleshooting calendar availability

Click the tools icon in the calendar editor to open the Troubleshooting view. This runs a live diagnostic to check availability configuration and flag any issues that may prevent bookings.

Overview

Setup & Configuration

Booking & Scheduling

Appointments

Getting started

Quick-start setup