Booking Calendar Setup Guide

Overview

The Booking Calendar lets your clients schedule meetings with you without the back-and-forth of emails. You connect a calendar provider, define when you are available, create event types with specific durations and rules, and share a public booking link. This guide covers the full setup:

• Connecting a calendar provider (Microsoft 365, Google, or CalDAV)
• Setting your weekly availability and buffer times
• Creating event types with duration, constraints, and custom questions
• Sharing your public booking page and managing incoming bookings

Estimated time: 10-15 minutes for initial setup.

Start by connecting a calendar provider so SalesBob can check your availability and create events:

1. 1 Go to Settings → Booking Calendar and click Connect Calendar.
2. 2 Choose your provider: Microsoft 365, Google Calendar, or CalDAV.
3. 3 Complete the OAuth authorization flow (Microsoft/Google) or enter your CalDAV server URL and credentials.
4. 4 Once connected, select which calendars to check for conflicts. You can connect multiple calendars to prevent double-bookings.
5. 5 Choose a primary calendar where new bookings will be created.

Define the hours when clients can book time with you:

1. 1 Navigate to the Availability tab on the Booking Calendar settings page.
2. 2 Set your weekly schedule by enabling or disabling each day and specifying available hours (e.g., Monday-Friday 9:00-17:00).
3. 3 Configure buffer times between meetings to give yourself a break (e.g., 15 minutes before and after each booking).
4. 4 Set the booking window to control how far in advance clients can book (e.g., 2-60 days from today).
5. 5 Set a minimum notice period to prevent last-minute bookings (e.g., at least 4 hours before the meeting).

Event types define the kinds of meetings your clients can book:

1. 1 Click Add Event Type and enter a name (e.g., "30-Minute Discovery Call" or "Product Demo").
2. 2 Set the duration (15, 30, 45, or 60 minutes) and choose a color for visual identification.
3. 3 Optionally upload a cover image that will be displayed as a tile on your public booking page.
4. 4 Add custom questions that invitees must answer when booking (e.g., "What topics would you like to discuss?").
5. 5 Enable or disable Microsoft Teams meeting links to have a video call link automatically created for each booking.

Each user gets a personal public booking page that clients can access without logging in:

1. 1 Your booking page URL follows the format /book/your-name/event-type and is shown on the Booking Calendar settings page.
2. 2 Share the link via email, your website, or your email signature. Clients see your available event types as visual tiles.
3. 3 Clients pick a date and time from your real-time availability, fill in their details and any custom questions, then confirm.
4. 4 Both you and the client receive a confirmation email with the meeting details and calendar invite.
5. 5 Clients can reschedule or cancel via token-secured links in their confirmation email.

Once bookings start coming in, you can manage them from the Booking Calendar section:

1. 1 View all upcoming and past bookings in the Bookings list with status indicators (confirmed, rescheduled, canceled).
2. 2 Click on a booking to see the full details including the invitee's answers to your custom questions.
3. 3 Cancel a booking from the detail view. The invitee will receive a cancellation email automatically.
4. 4 Automated reminder emails are sent to invitees before their scheduled meeting time.
5. 5 Deactivate an event type at any time to stop accepting new bookings without deleting the type or its history.