Scheduling · 6 min read
Create a booking type
One template per kind of meeting - shaped exactly how you work.
A booking type is a reusable meeting template: how long it runs, where it happens, and every rule around it. Make one for each distinct kind of meeting you take - a quick intro, a paid consult, a recurring coaching session - and share whichever links you like.
The essentials
- Title and URL slug - what people see, and the /handle/slug link.
- Duration - a single length, or several the invitee can choose from (15 / 30 / 60).
- Location - Google Meet, Zoom, Microsoft Teams, phone, in person, or a custom link. Video links are generated per booking automatically when the provider is connected.
- Description - what the meeting is for; shown on the booking page.
Guardrails that protect your day
- Buffers - reserve a few minutes before and/or after so meetings never stack edge-to-edge.
- Minimum notice - the shortest lead time you'll accept, so nobody books you in five minutes.
- Daily / weekly limits - cap how many of this type you'll take (e.g. max 4 demos a day).
- Date range - only allow bookings within a rolling window (e.g. the next 30 days).
Intake questions
Add questions invitees answer when they book - short text, long text, multiple choice, or required/optional. Answers arrive with the booking so you show up prepared, and they can also drive routing (send different answers to different people). Ask only what you'll actually use.
Recurring, private, and one-off
- Recurring - offer a weekly, biweekly, or monthly series; one confirmation books the whole run.
- Private - keep the type off your public page and share its direct link only.
- One-off link - a single-use link that expires after it's booked, for a single meeting.
- Group - let several people book the same slot up to a capacity (a webinar, office hours).
Paid bookings
Connect Stripe and set a price (or a deposit) to take payment at booking time. The slot is held only once payment succeeds. Free types stay free. See Payments & packages for the full flow, including selling prepaid session bundles.
Tip
Start with one booking type and share it. It's tempting to model every scenario up front, but you'll learn what you actually need faster by shipping one link and iterating.
Related guides
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