Help center / Apps and actions

Set up appointment booking

To book appointments, select the booking goal in Setup → Business and connect a supported calendar through Apps.

  1. Complete the calendar connection using an account with the required calendar access.
  2. Review the available booking settings and enabled abilities.
  3. Add service details, appointment length and any booking requirements to the appropriate setup information.
  4. Check your business time zone in Settings.
  5. Test an availability question and a booking using a test customer.
  6. Verify the appointment in the connected calendar, including its date, time and time zone.

An enquiry recorded in Requests is not necessarily a confirmed calendar booking. Confirm the actual result before telling the customer that a slot is reserved.

If the calendar is disconnected or lacks permission, restore the connection first. For a customer in another time zone, establish the intended location and confirm the displayed time. Do not use your own local time as a substitute for the customer's.


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