Overview
The public booking page is the link you send so customers can book time themselves, with no back-and-forth. It shows only the free slots of the chosen event type β computed from your availability, your busy times (native and Google), and the buffers. The customer picks a slot, answers the intake questions, and confirms.
On confirmation, Conversa Labs can automatically open a conversation, create a task with a reminder, link to a CRM deal, and send a confirmation email with a Google Meet link and an .ics file β each side-effect can be turned on or off per event type.
Prerequisites
- The Calendar module enabled, with at least one event type and availability configured.
- For the automatic Meet link, an active Google connection.
- For paid bookings (optional), the Payments module enabled β in that case the slot is held and is only confirmed after payment.
Step by step
- In the Calendar, open the event type you want to publish and copy the public link.
- Share the link with the customer (message, email, website, social bio, etc.).
- The customer opens the page and picks a date and time from the free options.
- If the event type offers more than one option, they choose the location of the meeting β for example Google Meet, phone, in person, or a custom location.
- They fill in their contact details β including the phone number (optional) β and answer the intake questions, if any.
- (If the event type requires payment) the customer completes the payment to confirm.
- The customer confirms and receives the email confirmation with the details and the invite.
- You see the new booking in the Calendar and inside the contact's conversation.
Settings & options
- Link per event type: each event type has its own link, with its own rules.
- Intake questions: custom fields the customer answers when booking. Each question has a type β short text, long text, dropdown, multiple choice, checkboxes, number, email, phone or date β and the public form renders exactly that control (lists and choices use the options you configure). In the editor you can rename, change the type, reorder and delete any question.
- Location / Google Meet: in person, a manual link, or an automatically generated Meet link.
- Address / location instructions: for in-person, phone or custom locations, fill in the address (or the link/instructions). It goes into the invite, the confirmation message, the .ics file and the Google event. Meet needs none β the link is generated on its own.
- Customer picks the location: when the event type offers two or more location options, the page shows a picker to whoever is booking. If the customer picks Google Meet, the video-call link is generated automatically. With a single option, the event type's fixed location applies.
- Phone / WhatsApp: a field on the public form. When filled in, the customer also gets the confirmation and reminders over WhatsApp; left blank, everything still arrives by email. You can tick "require phone" on the event type β the booking is then only accepted with a valid number, including for callers hitting the API directly.
- The number is always kept: the WhatsApp number typed in is written to the contact even when that contact already exists. If the contact already has a different number, the old one stays as the identity and the new one is recorded on the profile β nothing the customer types is discarded.
- Extra guests: enable it to let the customer add other people to the appointment. You set the guest limit; each guest becomes an attendee and receives the Google invite.
- Booking side-effects: conversation, task, CRM deal and confirmation email β per event type.
- Distribution across agents: round-robin or collective when there's more than one host.
- Payment (optional): require payment to confirm, or just hold the slot until payment (depends on the Payments module).
Use cases
- Put the booking link in your Instagram bio or email signature.
- Drop the link mid-conversation on WhatsApp so the customer can book a demo.
- Take paid bookings (consultations, mentoring) confirmed only after payment.
- Automatically distribute bookings across the agents of a team.
Tips, limits & best practices
- The page is unauthenticated and safe: it shows only free slots, never the details of other bookings.
- Keep intake questions short to reduce drop-off.
- The phone number is optional, but worth it: with it the customer gets the confirmation and reminders over WhatsApp, which cuts no-shows. Without it nothing is lost β the email is still sent.
- Only offer a location choice with options you can genuinely honour: everything ticked on the event type shows up for the customer.
- Check the time zone β the page shows times in the correct zone for the customer.
- Every confirmed booking becomes a complete record: use the side-effects (conversation, task, deal) so you don't lose the follow-up.
Troubleshooting
- The page shows no slots: confirm availability, notice rules and buffers on the event type β there may be no free windows in the period.
- The customer didn't get the confirmation: check the email entered and whether the confirmation email is on for that event type.
- The booking didn't create a conversation/task/deal: check that those side-effects are enabled on the event type.
- Payment didn't confirm the slot: confirm the Payments module is active and the payment was completed β the slot is held until confirmation.