Scheduling Overview

Scheduling Overview

What Is the Scheduler?

The Scheduler lets you create public booking pages where clients can select a time slot and book an appointment. Each scheduler has its own availability, duration, buffer times, and custom booking form fields.

Key Concepts

• Scheduler — A booking page with its own URL, availability rules, and settings (e.g., "30-Minute Consultation", "Project Discovery Call").
• Booking — An appointment created by a guest. Bookings go through a lifecycle: Pending Approval → Confirmed → Completed (or Cancelled/Declined/No-Show/Rescheduled).
• Availability — Weekly time windows when you accept bookings (e.g., Mon–Fri 9:00 AM–5:00 PM). You can also add date-specific overrides to block holidays or add extra hours.
• Buffer Time — Padding before and/or after each appointment to prevent back-to-back bookings.
• Custom Fields — Additional form fields shown to guests during booking (text, email, phone, dropdown, radio, checkbox, URL, textarea, number).

How It Works

1. Create a scheduler and configure its duration, availability, and booking form fields.
2. Share the public booking link or embed it on your website.
3. Guests pick an available time slot and fill in the booking form.
4. You receive a notification. If approval is required, confirm or decline. Otherwise, bookings are auto-confirmed.
5. Both you and the guest receive confirmation emails with calendar links.
6. Optionally, reminder emails are sent before the appointment.

Booking Statuses

• Pending Approval — Guest booked, waiting for your confirmation (when "Requires Approval" is on).
• Confirmed — Appointment is confirmed and blocks the time slot.
• Completed — Appointment took place as scheduled.
• Cancelled — Cancelled by you or the guest.
• Declined — You declined a pending booking.
• No-Show — Guest did not attend the appointment.
• Rescheduled — The original booking was rescheduled to a new time (a new booking is created).