Booking & appointments
Booking lets clients self-schedule. Create a booking page with your availability, share its public link, and visitors pick an open slot - every booking is captured as a CRM lead and can fire automations.
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1. Create a booking page
Open People > Booking > New booking page. Set the meeting length, a buffer, your timezone, who the meeting is with, and the days + hours you are available.
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2. Publish & share
Toggle Published, then copy the public /book/<slug> link from the list and put it anywhere - email, site, signature. The page carries your workspace branding (logo, name and primary color from Settings > Branding) and works for logged-out visitors.
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3. Manage bookings
New appointments appear under Upcoming on the Booking page; mark them Completed, No-show or Cancelled. Each booking also creates a lead in CRM. Visitors see all times in their own detected timezone (switchable) and get one-click Add to Google Calendar or an .ics download (Apple/Outlook) on confirmation.
A booking page never offers a time when the person it is for is already busy: it checks every one of their calendars (busy events only), the meetings they host and their other booking pages. See Calendars.
Questions: each booking page can ask up to five questions of its own, such as Company name or How many people are on your team, each Required or optional and with a short or long answer box. Answers appear in your new-booking email, on the lead and with the booking, so you know who you are meeting before the call.
Booking rules, set per page in its editor: Minimum notice (how soon someone may book, from none to 2 days), Bookable up to (7 to 60 days ahead) and Most bookings per day. The page only offers times that fit, days that are full are left out, and WorkBOS checks the rules again when the booking arrives and when a guest moves it. The gap you set between meetings is kept on both sides of every booking.
Every booking comes with three things. A video call: when your workspace has Meetings, WorkBOS opens a meeting room for the booked time and puts its link in the confirmation, with the waiting room on so you let the guest in. An email to you: the person the page is for is emailed the moment someone books, moves or cancels. A private link for the person who booked: from the confirmation email or the success screen they can move the booking to another open time or cancel it, and both of you are emailed when they do. The link only works for that one booking and stops offering changes once the booking has started. When you or your team cancel or move a booking inside WorkBOS, the video call closes or moves with it and the guest is emailed; a cancellation email links to your booking page so they can pick another time.
The public booking endpoint is rate-limited and validates availability server-side, and a slot can never be double-booked (an exclusion constraint enforces it atomically). Email confirmations and ahead-of-time reminders arrive with the comms layer.