Take bookings online

Set your hours, create what people can book, and share one link on WhatsApp, Instagram or your website.

Tutorial5 minChecked against ERIX on

Set your hours

  1. Step 1. Open Customers › Bookings (Appointments, Site visits…). Select Booking, then Booking hours.

    The Booking menu: Copy booking link, Appointment types, Booking hours. (opens the full-size image)
  2. Step 2. Set how long appointments run, the gap between them and the days and hours you're open. Leave Confirm bookings automatically on, or switch it off to approve each request yourself. Select Save settings.

    Booking settings: appointment length, gap, time zone, automatic confirmation and weekly hours. (opens the full-size image)

Create what people can book

  1. Step 1. Open Booking › Appointment types and select New appointment type.

    Appointment types with the New appointment type button. (opens the full-size image)
  2. Step 2. Give it a name, a short description, a duration, a place (for example a phone call or Google Meet) and the host. The preview on the right shows what customers will see. Select Create.

    The new appointment type form for a dental check-up with a live preview. (opens the full-size image)
  3. Step 3. Open the Share tab. Copy the Direct link to send anywhere, or copy the code to put a booking button on your website.

    The Share tab with the direct booking link and website embed code. (opens the full-size image)

What your customer sees

  1. Step 1. They open your link, pick a day and a free time.

    The public booking page with a day picked and free times listed. (opens the full-size image)
  2. Step 2. They enter their name and WhatsApp number, agree to be contacted, and select Confirm booking.

    The details step: name, WhatsApp number, email and a consent box. (opens the full-size image)
  3. Step 3. They see that they're booked, and the booking appears in your list straight away, already linked to a contact.

    Appointments in ERIX showing two upcoming bookings made online. (opens the full-size image)

If something isn't right

My booking page shows no times.

Check Booking hours: at least one day must be open, and the length plus gap must fit inside your hours.

There's no Google Meet link.

Connect Google in Channels. Bookings work without it, just without a meeting link.

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