Scheduling
Let customers book meetings with your team from the widget, a public booking page, or a booking card dropped into a chat.
10 articles
Enabling Scheduling
Turn on scheduling for your organization in one click - this provisions the scheduling backend and unlocks meeting types, booking pages, and the booking card in chat.
Creating Meeting Types
Meeting types define what customers can book - the name, duration, location, buffer time, advance notice, custom fields, and which apps it appears for.
Setting Availability
Configure your team's bookable hours, timezone, and date overrides so customers only book when you are available.
Google Meet, Zoom, and Phone Links
Set a location on each meeting type - Google Meet links are generated automatically when you connect your Google Calendar; phone and other options are also available.
Reminders for Bookings
Configure automatic email reminders sent to attendees before their booking - set how far in advance the reminder goes out per meeting type.
Reschedule and Cancel Links
Every booking includes a unique manage link that lets customers reschedule or cancel without contacting you - and your team can do the same from the Bookings tab.
Booking a Meeting From Inside a Chat
Drop a booking card into any chat conversation - the customer picks a time right inside the widget and the booking is confirmed without leaving the chat.
Sending an Instant Meeting Link in a Chat
Drop a ready-to-join Google Meet link into a conversation in one click - for "let's hop on a call right now" moments, with no booking or time slot needed.
The Public Booking Page
Your public booking page lets customers pick a meeting type, browse available slots, and confirm a booking on your branded help center domain.
Meeting Recordings and Transcripts
Turn on recording and a notetaker joins your video meetings to capture a transcript and an AI call-quality score - all viewable under the Recordings tab.