Step: Invite to book

Sends the contact an email with a link to pick an appointment themselves. It offers the free times of the hosts you select.

Step by step

1. In the account's appointment settings, enter the link to the privacy policy; the outgoing mailbox must be set up.
2. Hosts set their bookable hours under Profile, "My hours".
3. Add the step, select who can take it, and set title and duration.
4. Check the recipient, usually the address from the contact field.

Who gets the appointment when several can take it?

The record's assignee, if they are free at the chosen time. Otherwise whoever has the fewest open appointments.

What does the guest see?

The free times in their own time zone, the title, the duration and the company name. Nothing from the record.

How long is the link valid?

As many days as the appointment settings say, 14 by default. After booking it is used up.

Why does the step fail with "no hosts"?

None of the selected people has opened their hours or entered a schedule. An invitation without free times would ask for something nobody can do.

Can I change the text?

Yes, in the step itself. Empty keeps the text from the appointment settings. The booking button always follows it.