Documents and scheduling
Booking and meeting management
Let customers choose available meeting times and manage resulting bookings
Booking connects configured calendars and availability to a focused customer scheduling experience
What this workspace includes
- Availability settings
- Public booking page
- Host and guest details
- Booking management link
Complete workflow
- 1
Configure availability
Set connected calendar and meeting rules
- 2
Share booking
Use the supported public page
- 3
Review the meeting
Confirm host, guest, time, and status
- 4
Manage changes
Use Calendar or the booking management experience
How records and settings behave
- Bookings create meeting records
- Availability follows calendar settings
- Management links support allowed customer changes
Working effectively
- Set realistic buffers
- Confirm time-zone presentation
- Keep host calendars connected
Keep the correct context
Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.
Frequently asked questions
Where should I start with Booking and meeting management?
Set connected calendar and meeting rules
When is my work saved?
Bookings create meeting records
How do I confirm the result?
Return to the related list or detail view and review its current status. Management links support allowed customer changes