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On this page
  • About the Booking
  • Operators & Services
  • Availability

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  1. PLATFORM
  2. Booking & Appointments

Booking with Services

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Last updated 2 years ago

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This section explains the process of setting up a booking event, including assigning services and operators to it.

To begin, navigate to the Appointments tab located at the top of the dashboard. From there, select "Create a new booking event," as shown in the image below.

About the Booking

The following information pertains to the booking process: Firstly, name your event and fill in the required fields as demonstrated below:

  • Event name

  • Event description

  • Event location

  • Email notification to the user

Operators & Services

To assign a person who will be conducting the meeting/event, you can add an operator. You have the option to add multiple operators if needed. Simply select the "Add an Operator" button.

Now enter the operator's details in the box.

Add the Google account dedicated to that operator to automatically add to their calendar.

Create a Service

After creating the operator, click on the 'Link services' button to add your services

Point services to an operator

After creating your operator and service(s), you can now assign the service to the appropriate operator(s).

Availability

To create the availability for your operators, start by selecting the booking type - whether it's for one-on-one meetings or a group booking event for multiple users. Once selected, configure the following details:

  • Meeting duration

  • Operator availability

  • Availability increments

  • Scheduling notice

  • Meeting buffer time