Automate your bookings, reduce the hassle of finding a suitable time, and minimise no-shows.
With this feature, you set your availability. Then simply send your booking link to your contacts where they can select a date and time that fits both them and you. Booking meetings made simple.
This article covers:
- How it works
- How to activate
- Customising booking page settings
- Where to find your booking link
- What happens after a booking is made
- What to do if you can't see a booking
PRO vs regular version
|Personal booking page||✓||✓|
|Sync from Upsales to Google Calendar/Outlook||✓||✓|
|Block time from Google Calendar/Outlook||✓||✓|
|Multiple appointment lengths||✓||✓|
|Add buffer time between appointments||✓||✓|
|Limit number of bookings per day||✓||✓|
|Embed booking form on your website||✓|
|Team booking page: Automatically distribute to users or roles||✓|
For more advanced Easy booking features, check out Easy booking PRO
How it works
Each user sets their availability in Upsales and a strong recommendation is to sync your calendar with Upsales to automatically disable times where you already have bookings. A booking link for each user is generated to be shared with contacts.
Contacts enter the page, select a date and time, and book an appointment.
The appointment is automatically added to Upsales and your connected calendar service.
How to activate
- Make sure your Google Calendar or Office 365 Upsales app is synced.
- Click Settings → My profile → Easy booking:
- Toggle the "Activate Easy booking" to on.
- Customers receive invites via the regular Google/Office365 workflow. You, as the appointment owner, get an email and notification (web and mobile) from Upsales
Customising booking page settings
To make your booking page more personal you can add a title, agenda, and personal contact information, and click to show or hide your company logo:
The logo is shown in the top-left corner of the booking page. The image used is the same as in the company profile.
There's also the option to add a Google Meet video link (the URL displays when a participant books a meeting). Plus you can click Add other location to enter a physical or online address:
You can also create multiple booking pages and customise each one. Maybe a different form for demos, follow-ups or informal meetings. Simply click Create new booking page:
Add the title and agenda. You can also choose whether you want your personal details, like email and phone number, to be displayed.
Default choices are 15, 30, 45 and 60 minutes.
You can also click Add other to create longer meeting lengths:
You can give yourself some time between meetings. Click in the hours/minutes field to give yourself a buffer and avoid those back-to-back appointments:
You can also set how much time between people scheduling an appointment, and the appointment's start time:
You can also limit the number of meetings that can be booked each day. Click Set a maximum number of meetings:
Click in the box to add the number of daily meetings:
By default, users can book up to 10 business days (Monday–Friday) ahead. This is to reduce contacts booking appointments too far ahead, which are more likely to be moved/cancelled. However, you can extend this beyond 10 days, by clicking in the number box.
You can also open up for bookings on Saturdays and Sundays by selecting "Calendar days" in the dropdown:
Setting your availability
By default, all your calendar days are available for bookings. Already got a planned appointment in your Google/Office 365 calendar? That time slot will automatically be disabled from bookings on your booking page.
You can set your availability using:
Block specific dates and times
Block repeatable dates and times, like "Every Wednesday 08:00–12:00"
Where to find your booking link
- Your Easy booking dashboard. Click the copy booking page icon and you can paste the URL:
- When you save your settings you can copy the link for sharing, and also visit the link:
- The appointment list header:
What happens after a booking is made
When activated for a user, the booking link is made public. Contacts can now book with you.
When a contact books an appointment with you, it's automatically added in Upsales. You'll be notified inside Upsales and by email about the booking.
The appointment type depends on your calendar app settings in Upsales.
Click Settings → My Profile → your calendar app (below's example is Google Calendar). Click the dropdown to choose the Easy booking appointment type:
The time zone displayed on the booking page is fetched from the visitor's web browser.
The booking page contact form
When a contact books an appointment with you, they need to fill out some fields in order to identify them.
This is so Upsales can check if they're in your account and minimise duplicates.
What to do if you can't see your booking
If you and your participants have the same email domain (firstname.lastname@example.org and email@example.com), the Google/Office365 Calendar doesn't synchronise appointments to Upsales. How to manage meetings with the same domains.
Seeing appointments in Upsales but not in Google/Office365?
Appointments made in Easy booking won't exist in Upsales if they haven't been in Google/Office365 Calendar first.
Did someone cancel the meeting?
When a participant cancels a meeting, this still shows in Upsales. That's because the Google/Office365 integration does no delete appointments, How to change/delete appointments