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.
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