Booking & Event Types

Create Your First Event Type

Learn how to set up an event type so clients can book time with you in minutes.

23 Jun 2026 · by Peter Grillet

An event type is the meeting your clients can book (for example: Intro Call, Tax Review, or QBR).

To create one:

  • Go to Event Types in the left menu.
  • Click New Event Type.
  • Add a clear name and short description so invitees know what they are booking.
  • Choose a duration (for example 15, 30, or 60 minutes).
  • Set the location (video call, phone, or in person).
  • Configure your availability and booking limits to control when this meeting can be scheduled.
  • Add any booking questions you want attendees to answer.
  • Save and set it to active/public when ready.

Once saved, copy the booking link and share it in your email signature, website, or messages.
#event types

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