Help CenterPlatform · Settings

Calendar & Booking

Set the default booking instructions for a client's meeting scheduling.

Set the default booking instructions for a client's meeting scheduling.

Overview

Calendar & Booking sets the default booking instructions for the selected client. These instructions guide how meetings are booked for the deal. Edit the text and save.

How to use this page

  1. 1
    Select the client

    Pick the client in the top-right switcher to configure their booking defaults.

  2. 2
    Edit booking instructions

    Enter the default booking instructions for this client in the field provided.

  3. 3
    Save

    Save your changes. A saved indicator confirms it was stored.

What the buttons do

Default Booking Instructions
The default guidance used when booking meetings for this client.
Save
Stores the booking instructions.

Common questions

Where are these instructions used?

They apply as the client's default booking guidance for scheduling meetings.

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