SCHEDULING & APPOINTMENTS

Let people request a time without double-booking you.

A good scheduling flow asks what the person needs, checks when you are available, and gives you a simple way to review and confirm the appointment.

What this helps with.

Ask better questions

The form can collect what you need before you spend time going back and forth.

Show open times

People can request a time that works instead of guessing when you are free.

Confirm the plan

You can approve the request and send the right invite or meeting details.

Scheduling process

Keep it simple: collect the details, show the times, review the request, then confirm.

  1. 1
    Create the form

    Ask for the information you need so you understand what the person wants before you meet.

  2. 2
    Set your availability

    Choose the days and times people are allowed to request.

  3. 3
    Review requests

    See the request in the admin with the person's answers and preferred time.

  4. 4
    Approve and confirm

    Send the right next step: Google Meet invite, in-person confirmation, phone call details, or a simple email.