Bookings

Bookings turns "DM me to book" into an automation: a flow sends your booking link in the conversation, the visitor picks a time that actually works for you, and the confirmation, calendar invite, and follow-up all happen on their own. Calls, in-person sessions, anything with a time slot — no third-party scheduler taped onto the side, and the whole motion lives where your audience already is.

This guide runs the setup in order: turn the add-on on, build a booking page, add qualifying questions, charge for the time if you want to, send it from a flow, and keep track of everything after.

Bookings is included from the Growth plan. A workspace owner or admin activates it once, and everything lives under one section afterward.

A booking page is one offer — "Discovery call, 30 minutes" — with its own link, its own availability, and its own rules. How many pages you can run scales with your plan. The editor walks four tabs: Details, Availability, Payment, and Confirmation & sharing.

Add up to eight questions to the booking form — short answers, long answers, dropdowns, or phone numbers, each required or optional. Name, email, and timezone are collected automatically, so save your questions for what you actually need to know.

Dropdown options can qualify: mark the answers that aren’t a fit, write the message those visitors should see, and the booking never happens — no hold on your calendar, no payment taken, nothing stored. They get your words, not an error.

Answers land everywhere you work: in the booking’s details, in your new-booking email, and in your flows as variables — so a follow-up email can reference exactly what they told you.

Flip on Require payment to book and the slot confirms only after payment clears — the visitor’s time is held while they pay, and everything (confirmation, invite, your flow continuing) waits for the money. Payments run on Stripe: buyers pay you directly, and a per-booking platform fee applies to paid bookings — the pricing page has the specifics.

You set the refund policy per page, and it enforces itself: with a cutoff policy, a visitor who cancels early enough gets an automatic full refund; past the cutoff they can still cancel — the time frees up — but the payment stays with you, and the page says so plainly before they confirm. If you cancel, they’re always refunded in full. No refund tickets, no judgment calls.

Optional meeting terms — reschedule expectations, what to prepare — are shown next to the refund policy before anyone pays.

The Booking step drops your page’s link into the DM through the same rate-limited, opt-out-respecting send path as everything else. It runs in two modes:

Both sides get a confirmation email, and the visitor’s carries a calendar invite that lands complete — title, time, the join link for video calls, and a cancel link — plus a reminder email before the meeting.

Cancellations carry a voice: visitors can tell you why they cancelled, and when you cancel, you can send an apology or reason along with the notice — it lands in their email next to the refund outcome, and their time gets a one-tap "pick a new time" path back to your calendar.

The Bookings tab shows everything as a list or a calendar — month, week, and day views, with paid bookings carrying their amount. The Analytics tab tracks bookings made, upcoming, cancellations, and revenue (collected, refunded, and net) across a window you pick, plus how each page performs.

In Bookings → Settings you can show your Instagram identity on the public page, so visitors see who they’re booking with.