How do I let people choose how or where we meet when they book?

You can give people more than one meeting option on your booking page, such as a phone call, a Zoom video call or an in-person visit at your office. They pick the one they prefer, and that choice shows up everywhere the appointment does.

Before you start

• This works on Event calendars, and on Round Robin and Service calendars with one team member.
• It works only with the Neo booking widget style.

Add meeting options

1. Go to Calendars > Calendar Settings and open the calendar.
2. On an Event calendar, scroll to the section where you set where the meeting takes place. On a Round Robin or Service calendar, scroll to the team members section.
3. Click the + Add button to add a meeting option.
4. Choose an option and fill in its details. Repeat for each option.
5. Click Save.

Options you can offer

• Phone: fills in your business phone number by default. You can change it.
• Address: fills in your business address by default. You can change it.
• Custom: any text, such as a branch office address, a note for the family or a fixed Zoom link. You can add a display label so the booking page shows something like "Main Street Office" and the full address is shared only after booking.
• Zoom: creates a unique Zoom link for each appointment. Available on Round Robin and Service calendars only, and Zoom must be connected under My Profile > Calendar Settings > Video Conferencing.
• Google Meet: creates a unique Meet link. Available on Round Robin and Service calendars only, and Google Calendar must be your linked calendar.
• Ask the booker: the person types where they want to meet, such as their parent's home address for an in-home assessment. If you offer more than one option, this appears as Elsewhere.

Event calendars do not create unique Zoom or Google Meet links. Use a Custom option with a fixed link instead.

Where the choice shows up

The option the person picks appears on the confirmation page, in the confirmation email, in workflows and in the appointment details your team sees.

Have a question about your own account? Submit a ticket and our team will follow up.