Where they live
Go to CRM > Calendars > Meeting Calendars and click + New calendar. You'll see the main four, and Explore more types for the rest.
CRM› Calendars› Meeting Calendars↗ See it on the App mapPersonal booking: just you
One-on-one time with one specific person. Quotes, consultations, a session with the owner. Most small businesses start here.
Round robin: share the work
Customers book a time and revenu gives it to whichever team member is free, taking turns. Sales calls, site visits, a team of techs. You can weight it towards some people or always offer whoever's free.
Class booking: one host, many people
A set time with a number of seats. Yoga, group training, workshops, an online class. Bookings stop when it's full.
Collective booking: several of you at once
Only offers times when every person on the calendar is free, and books them all. Two installers on one job, a panel interview, a joint consult.
Event calendar: a time slot with no host
Bookable times that aren't tied to a staff member, like a room, a tour or a seminar session. It has a few key differences, so read the notice when you pick it.
Service booking: a menu of services
Lists your services with their own price, length and staff, and customers pick the service first. Salons, clinics, detailers, repair shops. Set it up under CRM > Calendars > Services.
CRM› Calendars› ServicesRentals: hire by the day
For things people hire for days at a time, with stock, add-ons and fees. Under CRM > Calendars > Rentals (beta).
CRM› Calendars› RentalsEvents: tickets and RSVPs
Not a calendar at all. A full event page with ticket types, a checkout, reminders and QR check-in at the door. Under Client Apps > Events (beta).
Client Apps› Events
You know which type fits, so you build it once.
Next up
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Share bookings across your team (round robin)
Customers pick a time and it goes to whoever's free, taking turns, so work stays fair.
- 1How it decides
- 2Create it
- 3Add the team
Set up a service menu with staff, prices and durations
Customers pick a service (cut and colour, full detail, 60-minute massage), then a staff member and a time.
- 1How service booking works
- 2Open Services
- 3Make categories first
Run an event with tickets: the whole thing
Build the event page, sell tickets (or take free RSVPs), send reminders and check people in at the door. Beta.
- 1What Events does
- 2Create it and pick the type
- 3Details
Run group classes with limited spots
One time slot, many people, and bookings close when it's full.
- 1Create a class calendar
- 2Set seats
- 3Share it
Take rental bookings (hire gear, rooms, equipment)
List what you hire out with prices, stock, add-ons and fees, and let people book the dates. Beta.
- 1How rentals differ
- 2Open Rentals
- 3Add a listing