Bookings

Bookings lets clients (or prospects) put time on your calendar directly, without the back-and-forth of finding a slot by email. It's a separate scheduling layer from Projects — use it for discovery calls, kickoff meetings, or recurring check-ins.

Tabulox Booking Dashboard — setup checklist and scheduling overview
The sidebar "Bookings" link opens the Booking Dashboard — shown here before any of the three setup steps below are done.

Booking Dashboard — where the sidebar takes you

This is what the sidebar takes you to: a setup checklist, live stats, and your active scheduling links in one place. It's the fastest way to see everything at once, and it's where the steps below actually happen.

Note

From here, Appointments (/booking/appointments) is one click away — a chronological log of every session booked through your public scheduling links (the last 100), each showing the attendee, event type, and time. Once you've shared a link and someone schedules with you, entries populate there automatically — nothing to set up on that page itself.

Setting up scheduling

Three things need to exist before a client can book time with you:

  1. Availability

    Define your working hours and buffer rules — when you're actually open to be booked, account-wide.

  2. Event types

    A bookable meeting layout: name, duration, and meeting mode (video call, phone, or in person). You can have several — a 15-minute intro call and a 60-minute kickoff session are two different event types.

  3. Scheduling links

    Each event type generates a public link (/book/<token>) you can copy and send to anyone. Open it and you'll see exactly what your client sees — your real availability, ready to book.

Once all three exist, the Booking Dashboard's setup checklist clears and you're live. From there:

  • Calendars — connect an external calendar (Google/Microsoft) so existing events block your availability and new bookings show up where you already look.
  • Reports — booking volume and trends over time.
Tip

Give each event type its own link and share the specific one for the meeting you want — e.g. don't send your general link when you really want someone booking the 30-minute onboarding slot.

Creating an event type

Event Types (/booking/event-types) is where you define each bookable meeting. The form sits inline next to your existing list — no separate dialog:

New Meeting Template form with fields for event name, description, duration, buffers, meeting location, and booking limits
  1. Basics

    Event name, description, and duration (pick a preset — 15/30/45/60 minutes — or type a custom number).

  2. Buffers and location

    Buffer time before/after each booking, and the meeting location type — a custom video call link, phone, or in person.

  3. Booking limits

    Minimum notice (how soon someone can book before the slot), booking window (how far out slots are offered), and an optional daily limit on how many sessions you'll take in one day.

  4. Client controls & payment

    Toggle whether attendees can reschedule or cancel themselves (with a cancellation-notice cutoff), and set a payment mode — none, full payment, or a deposit — if this meeting type is paid.

Further down, you can also set reminder timing (minutes before the meeting), intake questions to ask at booking time, a confirmation message, and a post-booking redirect URL.

Note

Each event type gets its own public link (/book/<token>) the moment you create it — the same pattern as an opportunity capture form: one shareable link, no manual entry on your end. The difference is who fills it out — a capture form creates an opportunity when you share it around; a booking link creates an appointment when the client uses it to pick a time, which is why appointments show up in the ledger above without you creating them yourself.