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Building Your First Booking Page

1

Choose page type

Navigate to Scheduling in the sidebar and click “New 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

Publish and share

Click “Publish” to make your page live. Copy the booking URL 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.

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.

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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.
  • Group — Multiple team members are shown on the page. The visitor selects which person they want to meet with.
  • Round Robin — Meetings are automatically distributed across team members. The algorithm balances by availability and current meeting load.
Round-robin distributionThe round-robin algorithm considers both availability and current meeting load when assigning meetings. Team members who have fewer meetings scheduled will be prioritized, ensuring an even distribution across your team.

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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. Choose from 15, 30, 45, or 60 minutes, 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