Book appointments and share bookings across a team

Offer available calendar times directly in a form.

Open this guide in the help center →

When to use this. Consultation requests should book an available time with the right team member.

What you’ll need. An authorized Google or Microsoft calendar and your booking rules.

  1. Connect the calendar

    Connect the intended Google or Microsoft calendar using the account that owns it. Review the permissions requested by the calendar provider.

  2. Configure the appointment field

    Set the booking options available in the form editor. Check duration, availability, and timezone behavior against your business schedule.

  3. Add round-robin scheduling if needed

    Add the participating team members and have them connect their calendars. Confirm the intended booking assignment setup.

  4. Make a sample booking

    Choose an available slot and verify the calendar event, attendee details, and confirmation. Check a busy time as well as an available time.

How to know it worked

The selected time appears in the correct calendar and is confirmed to the customer.

Features covered

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