Weekly rules
Define daily availability according to the user's actual working pattern.
Appointments / User profile and reservations
Show suitable slots using weekly availability, time zone and notice rules, then accept customer bookings through the relevant profile.
PRODUCT VIEW
Set up bookings around a user’s profile and the types of meeting they offer. Configure weekly days and hours, time zone and minimum notice. Times conflicting with existing or pending meetings and their buffers are excluded from available slots. Customers prepare a booking by selecting a date, available time and event type on the customer page.
FROM NEED TO OUTCOME
Offering times without actual working hours or existing meetings can lead to more messages and changes of plan.
Make appointment decisions based on the real profile, available time and meeting conditions.
STEP BY STEP
Identify the user, time zone, event types and actual working days and hours.
The customer or authorized user reviews the day's available slots and prepares an appointment.
Use the existing management link and relevant cancellation or new-time proposal flows to track changes.
INSIDE THE MODULE
Define daily availability according to the user's actual working pattern.
Set the booking profile's time zone and minimum preparation time.
Include existing meetings and buffer periods when assessing suitable times.
Accept bookings through the profile link with event type, date and time selection.
Complete a new-time proposal with customer acceptance while keeping the existing appointment's status clear.
IN EVERYDAY WORK
Organize appointment selection through a profile and actual availability rules.
Scenarios are illustrative; they are not customer testimonials or measured performance claims.
KNOW WHAT IS INCLUDED
Booking tools are included in every plan and require profile setup. External Google Workspace calendar connections require Professional or Business.
YOUR QUESTIONS
The user profile and necessary connections are assessed for the setup. External calendar authorization is a separate connection from the in-app calendar screen.
In the current proposal flow, the existing appointment keeps its current state until the participant accepts the new time. Availability and conflicts are checked separately.
RELATED WORKFLOW GUIDES
MODULES THAT WORK TOGETHER
Organize work in lists and Kanban views, keeping customer follow-up visible with an owner and date.
Connect meetings, events and appropriately configured appointments to the team’s daily work.
Set up email, calendar, task-file and approved communication connections with the correct account, permissions and action scope.