What it covers
Use exceptions and busy blocks, prevent slot collisions, and connect confirmed appointments to CRM and Planner records.
Forms and bookings
Customer bookings
Publish bookable event types with timezone-aware availability.
How it works
Let customers book from real availability
Publish event types with timezone-aware availability so customers can choose a suitable time. Availability exceptions and busy blocks help keep the public schedule aligned with the team’s calendar.
In practice
Confirmed appointments connect to CRM and Planner; reservation checks prevent conflicting slots.
When to use it
Useful situations
- Let a prospect choose a consultation time from an event type’s availability.
- Publish different booking types for distinct meeting lengths or purposes.
- Keep confirmed appointments connected to customer records and team planning.
A working path
How the work moves
Configure an event type
Set its name, duration, host, timezone, location details and any questions needed from invitees. Review the booking window and event description so customers know what they are reserving.
Set availability
Define available windows and use date exceptions or busy blocks to reflect time away and existing commitments. Preview the public booking page in the event’s timezone before sharing it.
Confirm and follow up
A customer selects an available slot and submits the public form. Review the confirmed booking in the workspace, where it can connect to CRM and Planner context; use the supported status or management flow if plans change.
Illustrative scenario
Introductory consultation
A team publishes a 30-minute consultation event, blocks a staff training afternoon, shares the booking page and reviews the resulting appointment in the team schedule.
Before you start
What to check
- Availability is timezone-aware and checked when a reservation is made, but event settings and busy blocks must be kept current.
- Public booking links expose only the configured booking flow; staff record access remains controlled separately by workspace permissions.
Can two people book the same slot?
The reservation flow checks availability at booking time to prevent conflicting appointments.
Do confirmed bookings link to CRM?
Confirmed appointments connect to CRM and Planner records where the matching workflow has the necessary details.
Get started
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