It is to avoid these issues that Calendar Booking intends. A customer can choose the appropriate time for the meeting based on their availability, enter the required details, and Voila! - the meeting is booked. In the likelihood that the customer is not available at the scheduled time, they can reschedule or cancel the booking. This will help the customer bypass the series of calls or emails made to the support team and independently book a meeting with the respective User or Team.

Once the setup is completed, a meeting URL is generated that can be shared with the customers, allowing them to book a meeting.

Calendar Booking for Meetings and Calls can be categorized into two parts:

1. Team Booking 
   
2. User Booking
   

1. Go to Calendar and select a date or click Day, Week, or Month.
   
   

2. From the Options drop-down, select Calendar Booking.
   
   

3. Alternatively, you can go to Setup > General > Calendar Booking.

4. Select the type of booking form you would like to create.
   
   
   

5. Click Create Calendar Booking and fill in the required details.
   
   
   

The appointment details that need to be collected from the user.

You can mandate a non-mandatory field in the CRM by choosing the "Mandate user to fill Booking ID" preference. Similarly, you can also make a mandatory field in CRM as non-mandatory.

The appointment details that are not collected from the user, but required for tracking inside the CRM system.

Appointment Scheduling Settings

Set up how your appointment must be scheduled. It will include:

• Availability of slots in the increments of a specific time.

• The minimum notice required for scheduling appointments.

• Maximum scheduling window.

• Maximum appointments that can be booked within the same time slot.

• Maximum appointments that can be accepted per day as well as per week, etc.

• The buffer time an employee can be given before and after an appointment.

• You can choose to exclude a user/s from getting assigned to customers who book appointments online. This ensures availability of employees to handle walk-ins.

• Booking users can choose their preferred team member while booking an appointment for a service if the option is enabled. In the likelihood of this facility not being enabled, the members will get automatically assigned in a round robin approach based on their availability.

• You can opt to redirect the booking user to another page when the appointment booking is successful or if it failed, respectively.

• The possibility for the booking users to reschedule or cancel their appointments. However, while opting for either of the said options, the user can be provided with an option to provide a reason/note for rescheduling or canceling. This can be made mandatory if required.