Agiled Docs

Use this guide to let people book appointments with your team.

Build the booking flow in this order: connect calendars, set availability, create the event type, add it to a booking page, then test the public page as a customer. Testing the public page is the only reliable way to catch missing availability, wrong time zones, required questions, or payment settings before you share the link.

Before You Start

Decide which team members can host bookings.
Connect Google Calendar or Outlook Calendar if you want conflict checks and calendar writeback.
Decide the appointment duration, buffers, location, and cancellation policy.
Prepare any custom questions you need before the appointment.
If the event requires payment, connect and test the payment gateway first.

Steps

Open calendar integrations and connect Google Calendar or Outlook Calendar if you want conflict checks.
Open scheduling availability and set the weekly hours for the host.
Create an event type with duration, host, location, buffers, reminders, and questions.
Add payment settings if the customer must pay before confirming.
Create a booking page and add the event type.
Review the booking page name, URL, branding, and public description.
Open the public booking page in a private browser window.
Choose a test time and complete the booking form.
Confirm the appointment appears in Agiled.
Confirm the appointment appears on the connected calendar if calendar sync is enabled.

Availability Checks

If no times appear on the public page, check availability in this order:

The host has weekly availability for the selected day.
The event type has not overridden availability with narrower hours.
The connected calendar does not already have a conflicting event.
Buffers, minimum notice, and date range settings still allow the selected day.
The booking page includes the event type you are testing.

Event Type Details

Use event types for the meeting rules. A good event type includes:

A clear name that customers understand.
The host or host pool.
Duration and buffer time.
Location, video meeting, phone, or custom instructions.
Required intake questions.
Payment settings when the booking should be paid.
Reminder and follow-up behavior.

Booking Page Details

Use booking pages for the public experience. A booking page can group one or more event types and gives you a shareable link for a team, service, or campaign. Keep the page title and public copy specific enough that customers know which service they are booking.

First Live Booking Checklist

Before sharing the link broadly, run one live-style test using the same path a customer will use. Confirm the booking page URL, event type name, available times, timezone, intake questions, payment requirement, confirmation message, host notification, customer notification, and connected calendar event.

If the page is linked from your website, newsletter, sales email, or social profile, test that exact link. This catches old links, unpublished page changes, and embedded versions that differ from the direct Agiled page.

Handoff After Booking

Decide what happens after an appointment is created. Sales calls may create a deal or follow-up task, paid sessions may need invoice or payment review, and support appointments may need a ticket note. Add those steps to your team workflow so bookings do not end at the calendar event.

Run a complete test booking before sending the link to customers. Check the customer confirmation page, the appointment record in Agiled, host calendar writeback, payment status when applicable, and notification emails.

If you embed the page on your site, test both the direct Agiled link and the embedded version. This helps separate booking-page setup issues from website embed issues.

Create a Booking Page