Appointments & Booking

Offer bookable times and manage appointments.

What is an Appointment?

An appointment is a scheduled meeting, call, or visit with a client or contact. Appointments can be created manually by your team or booked by clients through your public booking page.

Viewing Appointments

Go to Appointments in the top menu.

Filter appointments by:

• Assignee — The team member hosting the appointment
• Contact — A specific client
• Organization — A specific company
• Status — Scheduled, Confirmed, Completed, Cancelled, No Show
• Date range — Filter by a specific period

Creating an Appointment Manually

1. Click New Appointment.
2. Fill in the details:
   • Title — e.g., "Discovery Call with Acme Corp"
   • Type — In Person, Virtual, or Phone
   • Start and end time
   • Status — Scheduled, Confirmed, Completed, Cancelled, No Show
   • Assigned to — The team member running the meeting
   • Contact(s) — The client(s) attending
   • Location — Physical address or meeting room name
   • Meeting link — Video call URL (if virtual)
   • Description — Agenda or notes
3. Click Save.

Appointment Statuses

Appointment Types

Client Self-Booking (Booking Page)

Each team member can set up a booking page that clients can use to book appointments directly without back-and-forth emails.

Setting Up Your Booking Profile

Go to Availability (or Booking) in the top menu.

Configure:

• Title — What this booking page is for (e.g., "30-Minute Discovery Call")
• Meeting type — In Person, Virtual, or Phone
• Slot duration — How long each appointment is (e.g., 30 or 60 minutes)
• Buffer time — Gap between appointments (e.g., 15 minutes after each meeting)
• Location — Physical address or video call link

Setting Your Availability

1. Go to Availability → Rules.
2. Set which days and time ranges you are available for bookings (e.g., Monday–Friday, 9am–5pm).

Blocking Time (Overrides)

If you are unavailable on a specific date (e.g., a holiday), add an override:

1. Go to Availability → Overrides.
2. Click Add Override.
3. Select the date(s) and the time you are blocked.

Sharing Your Booking Link

Your booking page is public — anyone with the link can book a time slot. Share your booking URL with clients via email or on your website.

How Clients Book an Appointment

1. Client opens your booking page link.
2. They select an available date and time slot.
3. They enter their email address.
4. A PIN is sent to their email to verify their identity.
5. They enter the PIN and complete the booking with their name and any notes.
6. Both you and the client receive a confirmation.

Client Self-Service: Viewing & Cancelling Appointments

Clients can view and cancel their own appointments without contacting you:

1. Go to your workspace's public booking page.
2. Click View My Appointments.
3. Enter their email address and the PIN sent to them.
4. They can see upcoming appointments and cancel if needed.

Clients can also cancel via the link in their confirmation email.

Frequently Asked Questions

Can I sync appointments with my Google or Outlook calendar? Calendar integration is on our roadmap. Currently, appointments are managed within Nuvio One.

Can I set different availability for different types of meetings? Each team member has one booking profile. For different meeting types, use the title and description to clarify, or create separate setups for different use cases.

What happens when a client cancels? The appointment status is updated to Cancelled in your system and you are notified. The client receives a cancellation confirmation email.

Can I add multiple attendees to one appointment? Yes. When creating an appointment, you can link multiple contacts as attendees.