Help Center / Scheduler and calendar /
Creating a booking page
A scheduler is a shareable booking page where clients pick a time slot. A single scheduler can offer several meeting lengths (each with its own cost), connect to a video meeting provider, and collect payment before a booking is confirmed, so one page can handle a free discovery call and a paid session side by side.
How to create a scheduler
- Open Schedulers from the main menu.
- Click Create scheduler. A new scheduler opens in the editor.
- The editor has three tabs at the top: Scheduler (the main settings), Form (the questions clients answer when booking), and Confirmation (what happens after a booking is made).
- Work through the collapsible sections on the Scheduler tab and save when done. The sections are covered below.
The Scheduler tab, section by section
The Scheduler tab groups every setting into named sections. Each section is collapsible.
- Organizer, the person hosting bookings. Availability on the scheduler is based on this organizer's availability.
- Location, choose Link (for Zoom, Google Meet, or any online meeting URL), Address (a physical address), or Phone call (the call-in number shared with the client).
- Durations, one or more meeting lengths. Each duration has its own Duration (picked from a fixed list of options between 5 and 300 minutes) and Cost (the amount charged for that length). Add extra rows with Add another, so a single scheduler can offer, for example, a free 15-minute call and a paid 60-minute session.
- Buffers, Before event and After event add automatic spacing so back-to-back meetings never touch.
- Limits, Minimum notice blocks last-minute bookings (for example, requiring at least 24 hours) and Booking window caps how far into the future clients can book (for example, 30 rolling days).
- Billing, Collect payment requires payment before a booking is confirmed when the chosen duration has a cost. When on, you also pick a Currency and the Payment options (Stripe, PayPal, or Square). The matching Send receipt checkbox picks the receipt template used for paid bookings. See Collect payment on bookings for the full walkthrough.
The Form and Confirmation tabs
The Form tab controls the questions clients answer during booking. A name and email are collected by default; you can add any number of additional fields, so clients can share meeting agenda, project scope, or other details at the time of booking.
The Confirmation tab controls what happens after a booking is made. The Redirect URL field sends clients to a custom URL once the booking is confirmed, which is useful for thank-you pages, onboarding portals, or downstream automations.
Availability and published state
A scheduler's bookable hours come from the organizer's availability. Existing events on your calendar, including events synced from Google Calendar, automatically block out matching time slots on the scheduler so the same time cannot be double-booked.
The status at the top of the editor decides whether the scheduler is live. Switch it to Active to publish, and the scheduler's public link becomes bookable. The other status options are Draft, Inactive, and Archived.
Creating a scheduler from a template
If you regularly set up schedulers that look similar, save one as a template and reuse it. See Scheduler templates for how to create, manage, and apply scheduler templates.
What happens when someone books
When a client picks a time slot, fills in the form, and confirms:
- A calendar event is created with the meeting details.
- A confirmation email goes to both the client and the organizer, controlled by the Notification settings on the scheduler.
- If the location is a connected video meeting provider, a unique meeting link is generated and included in the confirmation.
- If the chosen duration has a cost and Collect payment is on, the booking is only confirmed after the payment succeeds.
- The booking appears in the Bookings list, where it can be cancelled or rescheduled.
