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Calendar · Appointments

Let people book a meeting or pick a date

Two tools of the calendar spare you the back-and-forth of e-mails. A booking page publishes your free slots: people pick one, and the appointment lands in your calendar. A date poll proposes a few dates: people answer yes, maybe or no, and you keep the best one. The people who book or answer need no account.

Before you start

  • Every PAFworks user can create booking pages and date polls, from Calendar. The appointments and events land in one of your calendars, or in a shared calendar you are allowed to write to.
  • The video options (Online appointment, Online meeting) only appear once an administrator has set up online meetings. People without an account can join these meetings only if the administrator allows guests.
  • Invitations and the other e-mails of this guide leave through the outgoing mail server set up by your administrator.

Booking page or date poll?

Booking pageDate poll
Who chooses the timeEach visitor, among your free slotsYou, once people have answered
ForAppointments with one person at a time: calls, consultations, demosOne meeting with a group: a kick-off, a dinner, a workshop
What you set upYour hours, the length of an appointment, a breakA few dates you propose
What lands in your calendarEach appointment, as soon as it is bookedOne event, when you choose the date

Booking page, step 1 — Create the page

  1. In Calendar, click New, then Booking slots. The + next to Booking pages, in the left column, does the same.

    The New menu of the calendar, with Booking slots ringed
  2. Describe when people may book you. Slots start at the beginning of each time window and follow one another every duration plus break, as long as the appointment ends inside the window. In the example below, appointments of 30 minutes with a 15-minute break start at 09:00, 09:45, 10:30 and 11:15 every weekday, and also at 14:00, 14:45, 15:30, 16:15 and 17:00 on Tuesdays and Thursdays.

    The Booking slots form: title, calendar, two time windows, duration, break, bookable ahead, online appointment and description
    SettingWhat it does
    TitleThe heading of the public page, and the start of the title of every appointment.
    CalendarWhere the appointments land. Its events are what make you busy: a slot is offered only while this calendar is free.
    Time windowsThe hours you take appointments, each with the days of the week it opens on (click a day to turn it on or off). Add a time window adds another one, for an afternoon or other hours on other days. Dates (optional) limits a window to a period. The hours are read in your time zone, named under the windows.
    Duration (min)The length of one appointment, from 5 to 480 minutes.
    Break (min)The time left free after each appointment, from 0 (back to back) to 480 minutes.
    Bookable ahead (days)How far ahead people can book, from 1 to 365 days.
    From (optional), Until (optional)A period for the whole page: no slot before the first day nor after the last one. Leave them empty to keep the page open with no end.
    Online appointmentEach appointment gets a video meeting of its own; its link is sent with the invitation.
    LocationWhere the appointment takes place, shown on the public page and in the invitation. Leave it empty for an online appointment: the invitation then gives the meeting link as the place.
    DescriptionA few words shown under the title of the public page.
  3. If the calendar is shared with colleagues, a column Members' availability appears. It decides whose agendas must also be free for a slot to be offered: each member's own personal calendar is checked, besides the shared calendar. The members are the owner of the calendar and the people it is shared with.

    Members' availability: five options, One of the selected members picked with two members ticked
    OptionA slot is offered when…
    Any member availableAt least one member is free. This is the choice of a new page on a shared calendar.
    Every member availableEvery member is free.
    All of the selected membersEvery member you tick is free.
    One of the selected membersAt least one of the members you tick is free.
    This calendar onlyThe shared calendar is free; the members' agendas are not read.
  4. Click Create the link. Your public link is ready shows the address of your booking page: click Copy.

    Your public link is ready, with the address of the booking page, Copy and Embed

No video option? Online appointment only shows once an administrator has set up online meetings, in Admin › Mail and meetings › Online meetings. Your visitors have no account: the administrator must also tick Allow guests there, or they cannot join. The form tells you when guests are kept out.

Booking page, step 2 — Share the link or embed it

Send the link by e-mail, add it to your signature or to your website: whoever holds it can book. You find it again at any time in the form of the page.

To show the booking page inside a page of your website, click Embed next to Copy. Under Code to paste, click Copy and paste the code into your site: your visitors pick a slot and book without leaving it. The embedded page has no header nor footer of its own.

Embed the booking page in a site: the code to paste, with Copy and How does it work?

How does it work? is for whoever builds your site. It gives a script that sets the height of the frame by itself, the messages the booking page sends to your page (a step shown, an appointment booked, a booking refused, a new height), and ready-made recipes to open a thank-you page or count a booking in your statistics. The address, the name and the message of whoever books are never sent to your page.

Booking page, step 3 — What your visitor sees

  1. Your visitor opens the link. The page shows your name, the title, the length of an appointment, whether it is online, the time zone of the hours, the place and your description. Under Pick a slot are the next three days with a free slot, six slots per day. Show more slots uncovers six more slots of each day; Next and Previous move to the next or previous days with a free slot.

    The public booking page: three days of free slots, Show more slots and Next
  2. They click a slot. Below, they type their Email address, and if they wish their Name (optional) and a Message (optional), then click Confirm the appointment.

    A slot picked, and the visitor's e-mail address, name and message above Confirm the appointment
  3. Appointment confirmed recalls the date and the hours, the place, the Join the meeting button of an online appointment, and the person it is booked for. The visitor can bookmark this page and come back to it.

    Appointment confirmed: when, Join the meeting, booked for, and the invitation sent

At the same time, your visitor receives a calendar invitation by e-mail. Their mail or calendar app can add it to their calendar, at the right time in their own time zone. The invitation of an online appointment carries the link to join the meeting.

If someone else took the slot in the meantime, the page says This slot is no longer available, please pick another one. and shows the slots again.

Booking page, step 4 — The appointment in your calendar

The appointment is an event of the page's calendar, titled with the page and the visitor's name (or address). In Week and Day, your free slots are drawn as dashed outlines next to your events, so you see at a glance what people can still book; a click on one opens the settings of its page. The Booking pages list, in the left column, shows the days and hours of each page and how many bookings it took.

The week view with dashed free slots, the booked appointment, and the eye of the booking page ringed in the left column

Slots next to your other meetings? A booking page only reads its own calendar, here Client meetings: the meetings of the Team calendar do not block its slots. Put the page on the calendar where you keep your appointments.

The eye next to a booking page hides its slots from your calendar, or shows them again. The choice follows you on every device. It only changes your view: the public page keeps offering the slots.

You are told in the bell at the top right, with the date and time and the visitor's address, and by e-mail too unless you turned off Send my notifications by e-mail too in your preferences.

The notifications: Sophie Laurent booked Discovery call — 30 minutes

Click the appointment to open it: the visitor is its attendee, their message is in the description, and an online appointment has its Join button and Copy the link.

The booked appointment: title with the visitor's name, times, calendar, message, online meeting and attendee

Change, move or cancel

Date poll, step 1 — Propose the dates

  1. In Calendar, click New, then Date poll, or the + next to My polls. Give the poll a Title, pick the Calendar the event will land in, and add a Location and a description if you wish.

  2. Click in the week grid to propose a date: each click adds one, starting at the half hour you clicked and lasting the Duration chosen above the grid (30 minutes to 2 hours). Drag a date to move it, pull its bottom edge to change its length, click its × to remove it, or click a day header to propose the whole day. The arrows show other weeks. Your own events are drawn in the background; a date that overlaps one of them says so under Proposed dates, where you can also type the day and the hours.

  3. Choose Who can answer:

    • Anyone with the link: participants give their name and e-mail address, no account needed.
    • Selected people only: pick colleagues or groups of your organisation under People and groups. They sign in to answer. PAFworks does not tell them: send them the link.

    Tick Hide the answers from participants if only you should see who answered what, and Online meeting for a video link created when you pick the date.

  4. Click Create the poll. The link appears under Sharing: click Copy and send it to the participants.

    The date poll editor: title, calendar, description, four dates proposed in next week's grid, the link under Sharing and the proposed dates

Date poll, step 2 — How participants answer

  1. The participant opens the link. Each proposed date has Yes, Maybe and No, with how many people already said yes or maybe; the most popular date is highlighted. They answer each date, type Your name and their Email address, and click Send my answers. Unless you hid them, everyone's answers are in the table below.

    The public page of the poll: four dates with Yes, Maybe and No, the participant's name and address, and the answers of the others
  2. Their answers are saved, and a private link to change them later is sent to their address. Through it, they change their answers and click Update my answers.

    Your answers are saved. The link to change them was sent to your address.

A colleague signed in to PAFworks answers under their own name, and sees under each date the events of their calendars it overlaps. A poll for Selected people only asks to sign in first; anyone else is told This poll is not open to you.

Date poll, step 3 — Follow the answers

Each answer rings the bell (and sends you an e-mail, depending on your preferences). For a poll for Selected people only, you are also told when everyone invited has answered, with the best date, and by e-mail with the count for each date.

Open the poll from My polls in the left column, from the notification, or by clicking one of its dates in the calendar: open polls draw their dates in Week and Day, with how many said yes. Each date shows its yes and maybe; a star marks the most popular one, the date with the most yes, then the most maybe. Who answered lists the names.

The poll with its answers: counts on each date, a star on the most popular one and the list of who answered

While the poll is open, you can still add, move or remove dates and click Save. A date you move or remove loses its answers: PAFworks asks before saving.

Date poll, step 4 — Choose the date

  1. Click Pick this date under the date you keep, and confirm with Pick this date.

    Keep Tue, Nov 3, 10:00 AM – 11:00 AM? The event is created and everyone who answered yes or maybe is invited.
  2. The event is created in the poll's calendar, and everyone who answered yes or maybe receives an invitation by e-mail, with the video link if you ticked Online meeting. You are not invited to your own event. The poll shows the chosen date, Open the event, and the Video link with Copy the link.

    Date chosen, with Open the event, the video link, Reopen the poll, and the chosen date outlined in the list
  3. On the page of the poll, participants now see the Chosen date; they can no longer answer.

    The public page of the poll after the choice: Chosen date, and the answers of everyone

Changed your mind? Reopen the poll removes the event from your calendar and sends the attendees a cancellation; the answers are kept, so you can pick another date.

Good to know

WhenWho gets an e-mailWhat
A visitor booksThe visitorA calendar invitation, with the meeting link of an online appointment
A visitor books, or someone answers your pollYouThe notification of the bell, unless you turned notification e-mails off
You move or delete a booked appointmentThe visitorThe updated invitation, or a cancellation
Someone answers a poll without an accountThat participantThe private link to change their answers
Everyone invited has answered a poll for Selected people onlyYouThe count of answers for each date, with a link to pick one
You pick the date of a pollEveryone who answered yes or maybeA calendar invitation, with the video link if you asked for one
You reopen a pollEveryone invited to its eventA cancellation