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Building Your First Booking Page

1

Choose page type

Navigate to Scheduling in the sidebar and click “New Scheduling Page”. Select between a standard scheduling page or a lead capture scheduling page (which collects form data before booking).
2

Choose meeting type

Select your meeting format: One-on-One (single host), Group (multiple hosts visible), or Round Robin (auto-distribute across team members).
3

Configure details

Set the page name, URL slug, default meeting duration, and location (Google Meet, Zoom, phone, in-person, or custom URL). Microsoft Teams coming soon.
4

Add form fields

For lead capture pages, add custom form fields to collect information before the booking. Common fields include name, email, company, and “What would you like to discuss?”
5

Create, publish, and share

Click “Create Scheduling Page” to save your page. It starts as a draft — open it and click Publish to make it live, then copy the booking URL from the Share tab and share it via email, embed it on your website, or add it to your email signature.

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Page Types

When creating a new scheduling page, you’ll first choose the page type that determines how the booking flow works.

Schedule

A simple booking page where visitors pick a time and provide their name and email. Best for straightforward meeting scheduling without lead capture. Available on all plans.

Lead Capture + Schedule

Combines a lead capture form with scheduling. Visitors fill out custom form fields first, then select a meeting time. Ideal for sales demos, consultations, and qualifying leads before booking. Requires the Pro plan or higher.

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Meeting Formats

Each page type supports three meeting formats that control how hosts are assigned.
  • One-on-One — A single host’s calendar is used. Visitors see available times for that specific person. Available on all plans.
  • Group — Multiple team members are shown on the page. The visitor selects which person they want to meet with. Requires the Business plan or higher.
  • Round Robin — Meetings are automatically assigned to a team member. Choose between assigning the member who has gone the longest without a meeting or selecting a member at random. Requires the Business plan or higher.
Plan requirement: Lead Capture + Schedule is available on the Pro plan and above. Group and Round Robin scheduling are available on the Business and Advanced plans. If your plan doesn’t include a mode, the create-page wizard will show an upgrade prompt when you select it, and existing pages on that mode will display an “upgrade required” message to visitors until you upgrade.
Round-robin distributionRound-robin pages offer two assignment algorithms: assign the team member who has gone the longest without a meeting (least recent), or select a member at random. Both respect each member’s availability and connected calendar.

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Configuration Details

When setting up your scheduling page, you’ll configure these key details.
  • Page Name — A display name shown to visitors at the top of the booking page.
  • URL Slug — The URL-friendly identifier for your page (e.g., “discovery-call” or “30-min-demo”).
  • Duration — Default meeting length. Presets range from 5 minutes to 4 hours (15, 30, 45, and 60 minutes are the most common), or set a custom duration.
  • Location — Where the meeting takes place: Google Meet, Zoom, phone call, in-person, or a custom URL. Microsoft Teams coming soon.
  • Description — An optional description shown to visitors explaining what the meeting is about.

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Next Steps

Event Types

Configure durations and locations

Availability & Working Hours

Set your available times