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

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Getting started

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

Click + New Calendar in Calendar Settings to start creating a calendar

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

Select the calendar type that matches your scheduling use case

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Quick-start setup

After selecting a type, you complete an Initial Setup with the core fields:
Calendar quick-start setup form

The initial quick-start setup form for a new calendar

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

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Advanced settings tabs

All calendar types share the same five Advanced Settings sections.

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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

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

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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

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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.

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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.

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Creating a round robin calendar

1

Select Round Robin

In the calendar type selection, choose Round Robin.
Round Robin calendar type

Round Robin calendar type option in the calendar type selection screen

2

Add team members

Select all users who will receive bookings from this calendar.
Add team members to round robin calendar

Add team members who will receive round robin bookings

3

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
Round robin assignment settings

Configure how bookings are distributed among team members

4

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
5

Configure availability and save

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

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Creating a class calendar

1

Select Class Booking

Choose Class Booking as the calendar type.
2

Set seats per class

Enter the maximum number of attendees per slot. This can also be configured in Advanced Settings > Availability > Seats Per Class.
3

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.

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Creating a collective booking calendar

1

Select Collective Booking

Choose Collective Booking as the calendar type.
2

Add team members (minimum 2)

Add all team members who must be simultaneously available for a slot to be bookable.
3

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.
4

Save

Click Save after completing all settings.

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Creating a calendar schedule

Calendar schedules let you define a reusable availability template and apply it across multiple calendars.
1

Go to My Availability

In Calendar Settings, switch to the My Availability tab.
2

Select the user

Choose which user the schedule is for.
3

Create a new schedule

Click + Create Schedule next to Work Hours. Enter a name and click Create.
4

Set available hours

Select a timezone. Check the boxes next to available days and set start/end times.
5

Add date-specific overrides

Click + Add Date Specific Hours for holidays or irregular days.
6

Link to calendars

Scroll to the top of the schedule and select the calendars you want this schedule applied to.
7

Save changes

Click Save Changes.

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Sharing your calendar

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.

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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.
Last modified on March 4, 2026