Scheduling
Create booking pages, event types, availability, appointments, and calendar sync.
Scheduling lets people book time with your team using public booking pages while Agiled manages availability, appointments, calendar connections, and optional payments.
Core Concepts
- Booking pages are public pages people use to choose an event type.
- Event types define meeting length, location, availability rules, and booking behavior.
- Availability controls when a team member can be booked.
- Appointments are the bookings created from public pages or internal scheduling.
- Calendar connections help Agiled avoid conflicts and sync booked events.
Booking Pages
Create a booking page for a person, team, service, or business function. Add the event types visitors can book, configure the public slug, and test the public page before sharing it.
Use one booking page when visitors should choose from a related set of event types. Use separate booking pages when the audience, brand, host, language, domain, or intake questions are different.
Event Types
Event types define what someone is booking. Configure the duration, location, host, buffer time, availability, confirmation behavior, and payment settings when needed.
Name event types by the customer's action, such as Discovery call, Project review, or Paid consultation. Internal labels should still be recognizable on
calendar events, reminders, and reports.
Availability and Calendars
Availability rules decide when bookings are allowed. Calendar integrations help avoid conflicts with external events. If availability looks wrong, check the connected calendars, time zone, event type rules, buffers, and existing bookings.
Availability should be configured before a booking page is shared. If a user has no useful availability, the public page may look broken even when the booking page and event type are active.
Paid Scheduling
When a payment gateway is connected, event types can require payment before the appointment is confirmed. Test the booking flow after changing payment settings.
Before enabling payment, confirm the price, currency, tax expectations, payment provider status, confirmation behavior, and refund/reschedule process. Test with a low-risk event type before using paid scheduling for customers.
Setup Order
For a new scheduling setup:
- Connect the host calendar.
- Configure availability and time zone.
- Create the event type.
- Create or update the booking page.
- Add questions, payment settings, and confirmation text.
- Open the public page in a private window.
- Book a test appointment and confirm calendar, email, and appointment records.
This order makes troubleshooting easier because each step depends on the earlier configuration.
Review Existing Scheduling
Review scheduling after team changes, calendar reconnects, new payment settings, custom-domain changes, or availability changes. Open the public page as a visitor and confirm the right event types, slots, questions, price, and confirmation details appear.
Daily Scheduling Review
For active teams, review today's and tomorrow's appointments each morning. Check host, location, payment status, meeting link, attendee details, and whether any booking needs to be rescheduled or cancelled.
After meetings, mark appointments according to your process and move follow-up work into CRM, projects, tickets, invoices, or tasks so scheduling does not become the only record of the customer interaction.
Recommended Guides
- Set up your first booking page.
- Connect Google Calendar or Outlook Calendar.
- Add paid appointments.
- Embed scheduling on a website.