Bookings
Create a booking event type
Set up one kind of call clients can book — its name, length, meeting place, and its own booking link.
Open this screen in the app ↗An event type is one kind of call people can book. Each has its own booking link, hours, and confirmation emails.
You reach them from Calendar Automation > Events. If it is not in your menu, the calendar is not switched on for your workspace yet.
- Click New at the top right.
- Type the name clients will see in Event Title \*.
- Check the Booking URL Slug \* — it fills in from the title and becomes the end of your booking link (lowercase letters, numbers, hyphens only).
- Write a short Description for the public booking page.
- Leave Active on so the page accepts bookings.
- Click Next on each screen; the last button reads Create Event.
Look at: The Event setup list on the left, from Basics down to Apps & webhooks
Call length and meeting place
These live on Limits & buffers, under Call Details.
- Pick 15m, 30m, 45m, or 60m under Duration (minutes), or type 5 minutes or more into Custom.
- Choose Phone, Zoom, Meet, or In-Person under Location / Meeting Type and fill in the field that appears.
- Set Buffer Between Calls for a gap after every call.
- Set Your timezone to the timezone your working hours are written in.
With Zoom connected under Integrations, choosing Zoom creates a separate Zoom meeting per booking; without it you paste one fixed link everyone uses.
For Zoom (without Zoom connected), Meet, and In-Person, the link or address is required before you can continue.
Confirmation emails and reminders
On the Confirmation screen: Confirmation Email goes to your client, Admin Notification to you, and Reminder Workflows holds ready-made reminders (24 hours, 1 hour, 30 minutes, call start) you can switch off, edit, delete, or restore with Restore defaults.
Ignore the Channel dropdown on a reminder — it only offers Email and does nothing; Send by, further down, decides. WhatsApp is selectable there only once WhatsApp is connected and you have a Meta-approved template.
Approval and payment
Both live on the Apps & webhooks screen.
- Require approval — Bookings arrive as Pending Approval and wait for your decision.
- Require Payment — Bookings arrive as Pending Payment with a Complete Payment button.
- Payment Link URL — Your Razorpay page or checkout link — required when Require Payment is on with an amount above zero.
A Pending Payment booking stays there — no button marks it paid, and reminders only go to Confirmed bookings. Prefer Require approval to keep control.
Click Create Event; the event appears in the Event types list.