Use this checklist to plan your workflow. Product-specific screens, configuration and availability are confirmed during setup.
Choose the appointment types.
Keep the first booking page focused on what customers actually need to book.
- Set a clear name and purpose for each appointment.
- Agree duration, location and any preparation instructions.
- Decide which staff or teams can deliver the appointment.
Review availability.
Use representative working days to validate the scheduling rules.
- Confirm working hours and the relevant time zones.
- Discuss buffers and unavailable periods.
- Confirm supported calendar connections during implementation.
Keep the form useful.
Only ask for information that helps deliver the appointment.
- Collect a reliable contact method.
- Explain what happens after a booking is made.
- Make rescheduling and cancellation instructions clear.
Test the full journey.
Review the flow as both a customer and a team member.
- Make a representative test booking.
- Check the time, location and messages received.
- Confirm how staff handle a changed or cancelled appointment.