Create availability first
Availability represents a staff member, room, calendar, or other resource.1
Open booking configuration
From Agents, open the agent, select Connect, and choose Bookings → Configure. Open the Services tab if it is not already selected.
2
Add an availability
Select New availability. Give the availability a recognizable name, such as the staff member, room, or resource it represents, and choose its timezone.
3
Set weekly availability
For each open day, add the available start and end times and enter the number of spots. Leave days closed when the resource cannot be booked.
4
Add date-specific changes
Add overrides for holidays, closures, or exceptional hours. A date-specific override takes precedence over the weekly availability for that date.
5
Save the availability
Select Create. The new availability appears in the list with its name, timezone, and weekly hours and can now be assigned to a service.
Create a service
Choose Appointment when the customer picks a start time, such as a consultation or haircut. Choose Rental / Stay when the customer picks a start and end, such as a room or equipment rental. Configure:- Fixed duration or a customer-chosen range and increment.
- Buffer time after appointments where applicable.
- Minimum notice, maximum advance booking, and cancellation/reschedule deadline.
- Whether new bookings require confirmation.
- Information to collect from the customer.
- Instructions the agent should say after a successful booking.
- One or more availability resources.