Scheduling Overview

How event types, your schedule, and bookings fit together.

Steps

Calendars is what lets an agent book a meeting during a call. Three tabs, and they're worth setting up in order.

Start with Schedule — the hours you're actually available. Nothing else works until this is set.

Then Event Types: the kinds of meeting people can book. A thirty-minute demo, an hour-long consultation, whatever your team runs.

Bookings is the result — everything on the calendar, whether an agent booked it, a customer booked themselves in, or you added it by hand.

Set your hours, define what's bookable, and your agents can close a meeting on the call instead of promising to follow up.