What it does for you

Lets customers book time with you online, and keeps those bookings in step with your own diary.

Steps

  1. Open Settings, then Calendars, and connect your Google or Outlook diary so busy times are blocked automatically.
  2. Create a booking calendar for the meeting you offer most, for example a free call.
  3. Set the length of the meeting, the days and hours you are available, and a small gap between meetings.
  4. Choose who the meeting is with. For a team, you can share bookings between people.
  5. Open the booking link in a private window and make a test booking.
  6. Put the booking link on your website, in your email signature, or in your follow-up messages.

You'll know it worked when

  • Your test booking appears in the CRM and in your Google or Outlook diary.
  • You and the person booking both receive a confirmation.
  • A time you already have in your diary is no longer offered.

Common snags

  • Bookings do not appear in your diary. Check the calendar is connected and that the right diary is chosen for new events.
  • Times offered are wrong. Check the time zone on both the calendar and your profile.
  • People book at times you did not intend. Review your working hours and add a notice period.
  • You use both Google and Outlook. Connect the diary you actually look at each day, so that is the one kept up to date.

Go deeper

  • [Calendar Connections](/help/calendar-connections)
  • [Integrating Google Calendar](/help/integrating-google-calendar)
  • [Calendars Overview](/help/calendars-calendars-overview-calendars-overview)
  • [How To Set Up A Round Robin Calendar](/help/how-to-set-up-a-round-robin-calendar)