# Create Booking Page

From scheduling 1:1s to demo calls, onboarding sessions, and feedback discussions, you can streamline your customer journey by allowing them to book meetings with you.&#x20;

You can either easily share a **link** to your booking page or **embed** the booking page directly on your website.&#x20;

* [**Create a booking page**](#create-a-booking-page)
  * [**Configure basic settings**](#configure-basic-settings)
  * [**Edit attendee's information**](#edit-attendees-information)
  * [**Create a form**](#create-a-form)
  * [**Set notifications**](#set-notifications)
  * [**Share your booking page**](#share-your-booking-page)

***

### Create a booking page&#x20;

1. Click on <mark style="color:orange;">**'Create Booking Page'**</mark> within the <mark style="color:orange;">**'Booking Page'**</mark> tab.

<figure><img src="https://273562262-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhJR9v0qoUd855FxoUnYy%2Fuploads%2FjqyRolODhpXS1LcSuCv9%2FScreen%20Shot%202023-10-24%20at%204.42.43%20PM.png?alt=media&#x26;token=4382e22f-596d-4a85-ad11-6f191ae89337" alt=""><figcaption></figcaption></figure>

2. Set the booking page <mark style="color:orange;">**title**</mark>, <mark style="color:orange;">**meeting length**</mark>, <mark style="color:orange;">**meeting location**</mark>, and <mark style="color:orange;">**attendees**</mark> for the meeting.\
   <mark style="color:blue;">**Note:**</mark> You can always make changes later if needed.

<figure><img src="https://273562262-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhJR9v0qoUd855FxoUnYy%2Fuploads%2FIEpndr9DGnj9rB9ChIB1%2FScreen%20Shot%202023-10-24%20at%204.51.50%20PM.png?alt=media&#x26;token=5d1decae-d372-4835-8d94-944958e58416" alt="" width="356"><figcaption></figcaption></figure>

### Configure basic settings

1. Decide the <mark style="color:orange;">**attendee assign rule**</mark> based on the purpose of your meeting.

* <mark style="color:orange;">**Collective**</mark>: When someone books a meeting on this booking page, <mark style="color:orange;">**all attendees**</mark> will be included in the meeting.
* <mark style="color:orange;">**Round Robin**</mark>: When someone books a meeting on this booking page, it will <mark style="color:orange;">**rotate among the listed attendees**</mark> one by one.
* For <mark style="color:orange;">**Round Robin,**</mark> you can also write separate descriptions for each attendee on the next page.&#x20;

2. Configure basic settings for meeting location, such as the <mark style="color:orange;">**length of each meeting**</mark> and <mark style="color:orange;">**buffer time**</mark>, for your booking page while reviewing the preview on the right side. You can also add additional meeting locations if necessary.\
   <mark style="color:blue;">**Note**</mark>: During the buffer time you set, meeting participants won't be able to book a meeting with you.

<figure><img src="https://273562262-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhJR9v0qoUd855FxoUnYy%2Fuploads%2FcbkkirxeCu7a1dkIqESM%2FGroup%201%20(19).png?alt=media&#x26;token=7329dbf4-dc8c-4aad-a87a-527cd034c645" alt=""><figcaption></figcaption></figure>

### Edit attendees' information&#x20;

1. If you're using the Round Robin assignment rule, you can provide <mark style="color:orange;">**individual descriptions**</mark> for each listed attendee.
2. Choose <mark style="color:orange;">**calendars**</mark> to specify where scheduled meetings will be added to, add <mark style="color:orange;">**conflict calendars**</mark> to avoid scheduling conflicts, and set your <mark style="color:orange;">**working hours**</mark> for booking meetings.
3. Define the <mark style="color:orange;">**date range**</mark> for this booking page and specify the minimum gap between scheduling and the meeting time to <mark style="color:orange;">**prevent short-notice bookings**</mark>.\
   <mark style="color:blue;">**Note:**</mark> Enabling 'Prevent short notice of meetings' can help you avoid missing last-minute bookings.

<figure><img src="https://273562262-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhJR9v0qoUd855FxoUnYy%2Fuploads%2Fj9PRKSvSVZh0rif0bdhR%2FGroup%202%20(7).png?alt=media&#x26;token=bacb4e04-eeff-4014-98ac-1e69d1dfe4df" alt=""><figcaption></figcaption></figure>

### Create a form

1. Build a form that includes any <mark style="color:orange;">**questions**</mark> you'd like to ask when someone schedules a meeting with you.\
   <mark style="color:blue;">**Note:**</mark> By default, we collect their name and email to facilitate scheduling.
2. You can utilize a variety of <mark style="color:orange;">**question formats**</mark>, such as short or long text, email, number, dropdown, radio options, and checkboxes. Choose the format that best fits your needs!

<figure><img src="https://273562262-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhJR9v0qoUd855FxoUnYy%2Fuploads%2FfRksy8ZmXTMTMwTF40Xw%2FGroup%203%20(8).png?alt=media&#x26;token=df0391c3-e266-48f7-9981-915e5817c03d" alt=""><figcaption></figcaption></figure>

### Set notifications

1. Configure <mark style="color:orange;">**notifications**</mark> to be sent when a meeting is confirmed, rescheduled, canceled, or as reminders for upcoming meetings. You can choose between <mark style="color:orange;">**Slack**</mark> and <mark style="color:orange;">email</mark> for your notifications.
2. You have the flexibility to set multiple notifications for each meeting and customize the notification time.\
   <mark style="color:blue;">**Note:**</mark> Take a look at the preview on the right to see how the message will appear and make any necessary adjustments.

<figure><img src="https://273562262-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhJR9v0qoUd855FxoUnYy%2Fuploads%2FYmHLX4mfKGRtlc5u5Rr9%2FScreen%20Shot%202023-10-24%20at%205.39.07%20PM.png?alt=media&#x26;token=f73e947f-372a-4eaa-8b45-5a77b1dcb3be" alt=""><figcaption></figcaption></figure>

### Share your booking page

1. When you're ready to make your booking page live, click <mark style="color:orange;">**'Save'**</mark> in the top right corner, and then hit <mark style="color:orange;">**'Share'**</mark>.
2.  <mark style="color:orange;">**Copy Link**</mark>

    1. If you simply want to copy the booking page link for sharing, use the 'Copy Link' option.

    <mark style="color:blue;">**Note:**</mark> The booking page link that you shared will open on a new tab.&#x20;
3. <mark style="color:orange;">**Web Form Embed**</mark>
   1. For embedding your booking page on your website, refer to the ['Web Form Embed'](../../workflow-installation/integrate-custom-web-form) section.
   2. If you encounter any issues with embedding, don't hesitate to reach out to us [here](https://recatch.channel.io/home)!&#x20;

<figure><img src="https://273562262-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhJR9v0qoUd855FxoUnYy%2Fuploads%2FTSWgl7jmsfQEv1R9VQoe%2FScreen%20Shot%202023-10-24%20at%205.53.11%20PM.png?alt=media&#x26;token=b88252fc-b9af-4a9e-9bd1-fc7add657dbb" alt="" width="375"><figcaption></figcaption></figure>

<figure><img src="https://273562262-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FhJR9v0qoUd855FxoUnYy%2Fuploads%2Fu9ep9Q5Dm0Vr6V4BvjAD%2FScreen%20Shot%202023-10-24%20at%205.53.43%20PM.png?alt=media&#x26;token=75f92d59-476d-4f3e-9b94-a2dc3da70671" alt="" width="375"><figcaption></figcaption></figure>

{% hint style="info" %}
**'Collect Visitor Data'**: If you agree to collect user data, you will be able to view and analyze user data from your website visit to their form submission.&#x20;
{% endhint %}

By embedding your booking page on your landing page, your leads can schedule a meeting with you without the need for additional communication with your team!

To dive deeper into the Booking Page features and functionality, explore the Booking Page guide.
