Creating Scheduling Pages
Build a booking page in minutes. Choose your page type, configure meeting details, add lead capture fields, and share your link.
Building Your First Booking Page
- 1Choose page type
Navigate to Scheduling in the sidebar and click "New Page". Select between a standard scheduling page or a lead capture scheduling page (which collects form data before booking).
- 2Choose meeting type
Select your meeting format: One-on-One (single host), Group (multiple hosts visible), or Round Robin (auto-distribute across team members).
- 3Configure details
Set the page name, URL slug, default meeting duration, and location (Google Meet, Zoom, phone, in-person, or custom URL). Microsoft Teams coming soon.
- 4Add form fields
For lead capture pages, add custom form fields to collect information before the booking. Common fields include name, email, company, and "What would you like to discuss?"
- 5Publish and share
Click "Publish" to make your page live. Copy the booking URL and share it via email, embed it on your website, or add it to your email signature.
Page Types
When creating a new scheduling page, you'll first choose the page type that determines how the booking flow works.
Schedule
A simple booking page where visitors pick a time and provide their name and email. Best for straightforward meeting scheduling without lead capture.
Lead Capture + Schedule
Combines a lead capture form with scheduling. Visitors fill out custom form fields first, then select a meeting time. Ideal for sales demos, consultations, and qualifying leads before booking.
Meeting Formats
Each page type supports three meeting formats that control how hosts are assigned.
One-on-One
A single host's calendar is used. Visitors see available times for that specific person.
Group
Multiple team members are shown on the page. The visitor selects which person they want to meet with.
Round Robin
Meetings are automatically distributed across team members. The algorithm balances by availability and current meeting load.
Tip: Round-robin distribution
The round-robin algorithm considers both availability and current meeting load when assigning meetings. Team members who have fewer meetings scheduled will be prioritized, ensuring an even distribution across your team.
Configuration Details
When setting up your scheduling page, you'll configure these key details.
A display name shown to visitors at the top of the booking page.
The URL-friendly identifier for your page (e.g., "discovery-call" or "30-min-demo").
Default meeting length. Choose from 15, 30, 45, or 60 minutes, or set a custom duration.
Where the meeting takes place: Google Meet, Zoom, phone call, in-person, or a custom URL. Microsoft Teams coming soon.
An optional description shown to visitors explaining what the meeting is about.
Next Steps
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