Guides

Let clients book a call

Check the booking page guided setup made for you, connect your calendar, share the link and test it.

Give clients one link where they pick a time that suits you both, without any back-and-forth emails.

You probably have one already

If you chose a sales style that includes a call during guided setup, Agiled already made a booking page and an event type for you, such as Book a Discovery Call. It is taking bookings from day one. With no video app connected, the meeting is a phone call using the number in your profile.

Booking page created by guided setup, already accepting bookings, with the Share button

No booking page yet? Create one, then come back to step 2.

Steps

  1. Open Scheduling › Booking Pages, select your page, and check its title, description and event types. Fix any warning shown under the header. See Edit a booking page.
  2. Open Settings › Apps, choose Google Calendar, Outlook Calendar or Apple Calendar, and select Connect. Agiled then hides times when you are already busy and adds new bookings to your calendar. See Connect calendars.
  3. Open Scheduling › Availability and check your weekly hours. Without your own hours, bookings are offered on weekdays, 9 to 5. See Set availability.
  4. Back on your booking page, select Share, then Copy link.
  5. Open the link in a private browser window, pick a time and book it with your own email.
  6. Open Scheduling › Appointments and check the test booking is there.

Public booking page where a client picks a time

You're done when your test booking shows in Scheduling › Appointments and on your calendar, and you have a link ready to paste into emails, your website or your social profiles.

Good to know

  • No times showing? Check your weekly hours, then your calendar for events that block the day. See Availability troubleshooting.
  • Each teammate who takes bookings connects their own calendar.
  • To put booking on your website instead of sharing a link, use Embed on website in the Share dialog. See Share and embed booking pages.
  • Cancel your test booking afterwards so it does not block that time.

On this page