YouTube Tutorial https://youtu.be/peBU94XdwZ4
Create your Widget + Agent. This is by default, but you must have an account properly setup. In our architecture, you need to have a Widget with an Agent. The Bookings and the Forms belong to the Agent inside a Widget.
Add a Form to your Agent and then Add a Booking
Inside Bookings, you have a few options to set up.
- Hours—You can define the days and hours you are available. You can add multiple blocks on the same day, for example, Monday from 9 to 1 and then from 3 to 5.
- Hours ahead to make a booking. If you want to prevent users from making a booking on the same day, adding 12 or 24 hours will prevent the next booking from being made in the next available hour.
- Maximum days to make a booking. This means how many days you enable users to make bookings. You can enable users to book meetings for the next 10 or 15 days, or you can have your full calendar available.
- Slot duration (in minutes). How long is the meeting? We do not have flexible hours. The meetings are 1 hour or 30 minutes, but you can not have both in the same calendar.
- Pause between meetings (in minutes). If you want to have a break.
- How many bookings per slot? If you have different agents, you can enable more than one slot per hour.
- Calendar availability. From when to when you want the calendar open.
- Timezone. This is important if you work with international users and to set your hours correctly for the users based on their location.
Calendar view
Once everything is setup, you will have this calendar view. In this calendar view you can manage your bookings.
If you have multiple agents, the view changes and you will see all your agents in a “daily” view with the slots reserved.
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