Configure scheduling and booking options

Use this guide when you want an event type to book at the right times and take the right amount of space on the calendar.

Good scheduling setup helps prevent double bookings, last-minute surprises, and appointments that do not leave your team enough time.

You will set two things:

Scheduling - the days and hours when this event can be booked.
Booking Options - the choices, duration, buffer time, notice time, capacity, and price links for the event.

Before you start

Make sure the event type already exists. If not, start with Configure event types.
Know which days and hours your team can perform this work.
Know how long the work usually takes.
Decide whether customers need choices, such as Basic Detail, Premium Detail, or Full Inspection.
If the work uses a limited bay, lift, room, or staff member, set up the resource first in Bookable resources.

Use Set Weekdays if the event follows normal business hours
Click Set Weekdays (9-5) if the event should be available Monday through Friday from 9:00 AM to 5:00 PM.
This is a good starting point for most customer appointments.
Use Set 24/7 only when bookings can happen any time
Click Set 24/7 only for events your team truly allows at any hour.
For most facilities, this is better for internal blocks or special operations, not normal customer appointments.
Add or remove days
Use Add day to make another day available.
Use the remove button on a day if customers should not book that event on that day.
Adjust start and end times
Each day has a start time and end time. Set the hours when your team is ready to accept that event.
Example: If detail appointments need staff preparation time, you might use 10:00 AM to 3:00 PM instead of your full open hours.

Booking options are the choices people can select when scheduling this event.

Examples:

If you do not create options, customers may book using the event type's default setup and may not see an option selector.

Scroll to Booking Options
On the event type edit page, find Booking Options below the Scheduling section.
Click Add option
Click Add option.
A window opens where you can enter the option details.
Name the option clearly
Use a name that customers and staff will understand.
Good examples: Basic Detail, Premium Detail, Pickup Appointment, or Storage Intake.
Add a helpful description
Use the description to explain what is included.
Example: "Exterior wash, interior vacuum, and quick wipe-down."
Choose the duration
Duration means how long the appointment takes on the calendar.
Choose the real working time your team needs. Do not choose a shorter time just to show more openings.
Choose buffer time
Buffer time is extra time after the appointment.
Use buffer time when staff need time to clean up, move a car, prepare the next bay, or finish notes before the next booking.
Choose minimum notice
Minimum notice is how far ahead someone must book.
Example: If you need one day to prepare staff and space, set 1d.
Set capacity
Capacity controls how many appointments like this can happen at the same time.
Use 1 when only one appointment should happen at a time. Use a higher number only when your team can safely handle more.

If this event can only happen when a specific resource is free, connect that resource in the booking option.

For example:

If you have not created the resource yet, follow Set up bookable resources.

Click Save Changes
After updating Scheduling and Booking Options, click Save Changes at the bottom of the event type page.
Create a test appointment
Go to Schedule, create a test appointment, and choose this event type.
Check available times
Confirm the available time slots match the days, hours, notice, buffer, and resource rules you set.
Adjust if needed
If the times look wrong, return to the event type and review Scheduling, Booking Options, closed days, and resources.

After setup:

Customers and staff see time slots that your team can actually support.
The appointment length matches the work being done.
Buffer time protects your team from back-to-back pressure.
Minimum notice prevents last-minute bookings when your team needs preparation time.
Limited bays, lifts, rooms, or staff are less likely to be double booked.

If the event should not be available on holidays or special closure dates, continue with Set closed days for events. If customers should receive emails, texts, or reminders, continue with Set up event notifications and reminders.