How to set up booking links

Scheduling lives at Scheduling. The page title is Booking links. You connect the Google Calendar you work from, create a booking page in your name, set the hours people can book, and add one or more meeting types. Each meeting type has its own link.

Your booking page lists every meeting type you have turned on. A meeting type link opens that meeting directly, with a calendar of open times. People see times in their own time zone. Busy periods on your primary Google Calendar are blocked, along with meetings already booked with you.

When someone books, Google adds the event to your primary calendar and emails them the invite. The event includes a link they can use to reschedule or cancel before the meeting starts. You also get the person in Pipeline, at Meeting booked, in the workspace that owns that meeting type.

Each person has their own calendar connection and their own booking page. A teammate connects their own Google account and creates their own meeting types. You see the meeting types you created, in the workspace that is open.

Sign in at the login page with your work email. If you belong to more than one company, check the name at the top of the sidebar. A meeting type is saved in the workspace that is open when you create it, and every booking through it lands in that workspace's pipeline. How workspaces work explains the name in the sidebar.

Open Scheduling in the sidebar, or go to Scheduling. If the page says scheduling is not switched on, email us. Until it is on, there is no calendar to connect and no link to share.

Scheduling shows one step. The first says Connect Google Calendar, and it is the only button on the page. The two steps after it are listed underneath, with no buttons, so the next action is obvious. Press Connect Google Calendar. Google asks you to sign in and to allow two permissions: seeing when you are busy, and adding the meetings people book. Leave both ticked and finish the Google screen.

When it works, you return to Scheduling, that step is checked, and the page asks for your name and link. A notice says your busy times now block bookings. We read the start and end of busy periods on your primary calendar. We do not read event titles, descriptions, locations, or guests. Booked meetings are added to that same primary calendar, and Google sends the invite. How we use calendar data is the full account of those two permissions.

If Google shows an error, the notice on Scheduling says which one. Access not allowed, a missing permission, an expired attempt, or a connection Google did not accept all end the same way: press Connect Google Calendar again and leave both permissions ticked. If a connection already exists and Google has stopped accepting it, the button says Reconnect Google Calendar.

Booking links stay paused until this connection is active. A meeting page with no working calendar tells the visitor you are not taking bookings right now. Once setup is finished, Disconnect sits on the Google Calendar card and revokes our access, which pauses every link on your booking page until you connect again. Reconnect when the badge says Reconnect, which means Google stopped accepting the access we already had. That badge keeps your links on the page. The setup steps do not come back.

After Google is connected, Scheduling moves to the next step and asks for your name and your link. That form is the only thing to fill in. The meeting step stays listed underneath, with no button, until this one is saved.

Your name is the name at the top of the booking page and in the calendar invite. It can be up to 80 characters. The field starts from your email so you have something to edit.

Your link is the address of the page, in the form pipelinesimple.com/book/ and then a short handle. Use 3 to 40 characters: lowercase letters, numbers, and hyphens, starting and ending with a letter or a number. The field fills in a suggestion from your email. If that handle is taken, or if it is a reserved word such as admin or support, pick another and press Create my booking page again.

Hours start as Monday to Friday, 9 AM to 5 PM, in the time zone of the browser you are using. The form states that zone before you save. After you press Create my booking page, Scheduling moves to Add a meeting. The full address, Copy link, and View booking page appear once that meeting is turned on.

You can change the name and the handle on Hours and link. Before the meeting is turned on, open it from Edit hours on the checked step. After that, the button is Edit hours and link. Changing the handle changes pipelinesimple.com/book/ and every meeting link under it, so links you already sent stop opening the page. Share the new address after you save.

Once your booking page exists, the checked step on Scheduling includes Edit hours, which opens Hours and link. After the meeting is turned on, the same page is the Edit hours and link button on your booking page card. Weekly hours are the times of day a meeting can start and finish. Anything busy on your Google Calendar is blocked on top of these hours, so a full calendar still shows no open times inside a wide window.

Time zone is the zone your hours are written in, and the zone used for times in the emails you receive about bookings. People booking still see times in their own zone, which they can change on the booking page. Pick your zone and leave it. A later change rewrites what 9 AM means, so check the hours after you change it.

Each day has a tick. An unticked day is unavailable. A ticked day starts at 9 AM to 5 PM if it was empty. Change the start and end, press Add hours for a second window on the same day, such as a morning and an afternoon with a gap, or press the × to remove a window. You can keep up to eight windows on one day. An end time of 12:00 AM means midnight. Each end has to be after its start, and windows on the same day cannot overlap. Press Save hours. A notice says Hours saved.

Date overrides are for one date: a day off, or different hours on that date only. Pick the date, choose Unavailable all day or Different hours, and press Add date. The date has to be today or later, in your time zone. An override replaces that weekday's usual hours. Press Remove next to one to go back to the weekly hours.

Back on Scheduling, the step says Add a meeting, and New meeting type is the only button. One meeting type is one kind of meeting, with its own length, place, rules, and link. Start with a 30 minute intro call if you only need one. View booking page stays hidden until this meeting is turned on.

Name is what people see, for example Intro call, Product demo, or Strategy session. It can be up to 120 characters. Link is the last part of the address, filled in from the name. You can edit it. Lowercase letters, numbers, and hyphens only. Two of your meeting types cannot share the same link. The hint on an existing meeting type warns you: changing the link breaks addresses you already shared.

Length starts at 30 minutes. The list is 15, 20, 30, 45, 60, 90, or 120 minutes. Where starts at Google Meet. Google creates the Meet link when someone books, and the join link is in the calendar invite. Phone call asks for the number they should call, and that number is shown after they book. In person asks for the address, and the address is shown on the booking page. Other video link asks for a full https link, such as a standing Zoom room, and that link is shown after they book.

Description is optional, up to 2,000 characters. It appears on the booking page and in the calendar event. Use it for what the meeting is for and what they should bring.

Booking rules sit on the same form. Minimum notice is how soon before a meeting someone can book it, and it starts at 4 hours. Booking window is how far ahead they can book, and it starts at 60 days. Buffer before and Buffer after keep free time around each meeting so two calls are not back to back. Both start at None. Open times are offered on a 30 minute rhythm, or on the meeting length when the meeting is shorter than 30 minutes, and only when the whole meeting plus its buffers fits in your hours and misses every busy block.

Taking bookings is ticked. Leave it ticked for a link you want people to use. Untick it to hide the meeting type without deleting it. Press Create meeting type. The setup steps leave the page. Scheduling shows the meeting type with a green On badge, its full link, and Copy link, and View booking page sits in the header.

Copy the meeting type link when you want people to land on that meeting. It looks like pipelinesimple.com/book/your-handle/intro-call. Copy the booking page link, from Your booking page, when you want them to choose among every meeting type you have turned on. Paste either link into an email, your site, a signature, or an outreach sequence.

Open the link in a browser. You should see your name, the meeting title, the length, and where it happens, then a month of days. Days with open times are selectable. Pick one and the times appear in your time zone. If the month is empty, check that Google Calendar is connected, the meeting type is On, your hours cover a future day, and the calendar is not busy across those hours. Minimum notice also hides times that are too soon, so a 4 hour notice means nothing in the next 4 hours.

A real booking is the last check. Use a second email address, pick a time, enter a name and that email, and press Book meeting. The confirmation says you are booked, and Google sends the invite to that email. On Scheduling, the meeting appears under Upcoming meetings. In Pipeline, the person appears at Meeting booked. Cancel the test from Upcoming meetings if you do not want to keep it. The event comes off the calendar.

Campaign tags on a link are kept when someone books: src, utm_source, utm_medium, and utm_campaign, plus the site they came from. Those decide the lead's source. A tracked creator link, a tag from one of our agents, the site they came from, or the optional "How did you hear about us?" answer is used when it is there. With none of those, the source is Direct. How leads are saved to a workspace covers how that source is chosen and what happens when the person is already a lead.

On your booking page they see "Book time with" and your name, then a card for each meeting type that is on: title, length, where it happens, and the start of the description. They pick one.

On the meeting page they pick a day, then a time. The time zone starts as the zone of their browser, and they can change it. Times shift when they do. After they pick a time they enter their name and email. The calendar invite goes to that email. Notes and "How did you hear about us?" are optional.

After they press Book meeting they see a confirmation with the time in their zone and where to join. Google sends the invite. The invite text includes a page where they can reschedule or cancel until the meeting starts. Rescheduling opens the same meeting type and keeps their place held while they pick a new time. Canceling removes the event from your calendar. You get an email either way, and a reply to that email reaches them.

If two people take the last seat at the same moment, the second person is asked to pick another time. If your calendar cannot be reached, the page says booking is paused and asks them to try again later.

Upcoming meetings on Scheduling lists what is still ahead, in your time zone, up to the next 50. The name links to their lead. Notes they wrote sit under the email. A meeting they moved shows a Moved badge. Join link appears when the place is a web address, which covers Google Meet once Google has created it.

To cancel as the host, press Cancel on that row, add a reason if you want them to receive it, and press Cancel meeting. The meeting is marked canceled and removed from your calendar. Google tells them the event is gone. When you include a reason, we also email them that reason and a link to book again. A meeting that has already started cannot be canceled from this list.

The lead is owned by you, the host, unless that person was already a lead with an owner. Their stage moves forward to Meeting booked when it was earlier. A lead already marked Won or Lost stays there. A reschedule or a cancellation is added to their timeline. The meeting stays on the lead even if you later hide the meeting type.

Press Edit on the meeting type. Changes apply to new bookings. Meetings already booked keep their time, length, and place. Press Save changes.

To stop new bookings without losing history, untick Taking bookings and save. The badge turns Off. The meeting disappears from your booking page, and its direct link no longer opens. Turn it back on the same way.

Delete meeting type is at the bottom of the edit page. It works only before anyone has booked that type, so the history of meetings stays attached to a type that exists. After the first booking, the page tells you to untick Taking bookings instead.

If you take meetings for two companies, your booking page lists every meeting type you have turned on, from every workspace you still belong to. Name each one so the company is obvious, or share the meeting type link rather than the booking page. To move future bookings to the right pipeline, create a new meeting type in the right workspace, share that link, and untick Taking bookings on the old one. Leads already saved stay where they were saved.

The website agent can offer times from a meeting type you already created. Finish the steps above first, so the meeting type is On and Google Calendar is connected.

Open Website agent setup. Under Chat settings, Meeting to offer lists meeting types in this workspace. Pick one and press Save chat settings. The chat then offers open times on that calendar, and the host of that meeting type owns the leads the chat adds. Choose "None, collect emails only" when you want names and emails without a booking. A meeting type that is off collects emails the same way.

Installing the chat is a separate step. How to install the website agent covers the snippet. You can install the chat first and select the meeting type afterwards.

Work down this list when the page is missing, empty, or tells the visitor you are not taking bookings.

Google Calendar is not connected, or the badge says Reconnect. Connect it again from Scheduling and leave both permissions ticked. Until the connection is active, every one of your meeting links tells visitors you are not taking bookings.

The meeting type is Off, or it was created in a workspace you no longer belong to. Turn Taking bookings back on, in the workspace where you created it. A direct link to a hidden meeting type does not open.

The handle or the meeting link was changed after you shared it. Copy the address from Scheduling again. The old address does not forward.

Hours, notice, and the calendar leave no open slot. A weekday you unticked, an override that marks a day unavailable, a minimum notice of several days, a booking window that has not reached the month you are looking at, or a primary calendar that is busy across your hours all produce an empty month. Open the next month on the booking page, then widen the hours or the window if that month is empty too.

You are looking at another person's Scheduling page. Meeting types belong to the person who created them. Ask that teammate to copy the link from their own Scheduling page, with their own Google Calendar connected.