Set up a service
1
Describe the service
Open the intended agent and Assistant. Explain what customers book, the duration, which person or space is booked, and applicable channels.
2
Agree the business rules
Supply hours, capacity, notice, buffers, and cancellation or change deadlines. Explain whether your team confirms requests and what customers should receive after each booking action.
3
Complete testing and setup
Let the Assistant configure and test the service. Read what is live or what is blocked. Review the booking scenario in Training.
4
Verify availability
Open Inbox → Bookings → New booking. Confirm the service and expected times are offered without submitting a real customer booking. Then test the customer flow with harmless records.
Change existing hours
1
Open the existing availability
Open Inbox → Bookings → Availability, find the intended entry, and use Edit availability.
2
Check the timezone and weekly hours
Confirm the entry and timezone. Set open or closed days and their time ranges. Check Spots, the number of bookings allowed at the same time.
3
Add exceptional dates
Use Add override for holidays, closures, or changed hours. An override replaces the normal hours for that date.
4
Save and verify
Select Save, reopen the entry, and check the saved hours. Check bookable times on an ordinary day and an overridden date.