Create your first scheduling setup

In this article, we’ll take you through the step-by-step process of setting up your ideal scheduling system. You’ll start by creating a one-on-one event type, then connect your video conferencing tool, and finally customize your event details. Once everything is configured, you can share your scheduling link and start booking meetings effortlessly.

Create Your First One-on-One Event Type

Let's get started by creating your first one-on-one event type in bookings:

Access the Event Creation Page:

• From the bookings Home page, select + Create Event Type.
• Choose Event Type from the options.

Event Details:

• Event Name: Enter the name of your event as it will appear in bookings and on your scheduling page.

Event Type

• From the list of options, select One-on-one.
• Who will host this one-on-one event type?: Select the event host from the dropdown menu.

Mode of Meeting:

• Select the channel where you want to meet, such as Google Meet or Microsoft Teams.

Duration:

• Specify how long the event will last.

Video Conferencing:

• If you want to use video conferencing as your event location but haven't connected your tool yet, follow the steps in the next section to integrate it.

Save Your Event:

• Once you’ve configured these event settings, select Save.

Share Your Scheduling Page

Now that you've set up and customized your first event type, let's explore the two ways to share your scheduling link so you can start booking meetings.

Share a Link

Navigate to the Bookings Home Page:

• From the Bookings Home page, find the event type you want to share.

Share the Link:

• Select Share on your event type.
• Choose Share a link.

Copy and Distribute:

• Select Copy Link, then paste the link into an email or text message to share with others.

Add to Website

You can easily embed your scheduling link on your website. Here’s how:

Navigate to the Bookings Home Page:

• From the Bookings Home page, find the event type you want to embed.

Select Embed Option:

• Select Share on your event type.
• Choose Add to website.

Choose Embed Type:

• Select Inline Embed, Popup Widget, or Popup Text.

Customize and Continue:

• Select Continue.
• Review and customize the Booking Page Settings.

Copy and Embed Code:

• Select Copy code and place the code in your HTML where you want your scheduling link to appear.