Appointments - Setting up the appointment booking page


This article applies to:

Once your Google Calendar has been connected to Keap, you will setup your appointment booking page.  In this article you will personalize the attributes of the appointment day and time they can book.

  • Set your appointment location, the days and times of the week that clients can schedule with you
  • Choose Google Calendars to check for conflicts and the Google Calendar the appointments will actually be booked on
  • Preview your appointment booking page, then Share it with a client or prospects

Important Note! To avoid double booking, make sure all of your Google calendar appointments are marked as “Busy”. Otherwise, your customers can still schedule during that time frame. This is located in the Google calendar appointment record in the notification area.

Setting appointment preferences

  1. Enter a name to associate with your appointment link i.e. "Consultation". Note that the name will become the end of the booking URL
  2.  Click the box to use your business name instead of your personal name in the booking link. Note the business name in the booking link URL.
  3. Location: Online - You can choose to provide an online meeting link or let the invitee provide a meeting link.
  4. If Let the invitee choose a meeting link is selected, the invitee will be required to fill the Your online meeting link field on the appointment invitation they receive by email.
  5. Location: Phone - You can elect to call the customer (ask the invitee for their phone number) or request the invitee call the user (by providing a phone number to for the invitee to call).
  6. If I will call the customer is selected, the invitee will be required to fill the phone field on the appointment invitation they receive by email.
  7. Location: In Person - The user can elect to choose the meeting location and provide an address, or let the invitee choose the location (request an address from the invitee).
  8. If Let the invitee choose the location is selected, the invitee will be required to fill the Where will we meet field on the appointment invitation they receive by email.
  9. Click Next

  10. You can select from the available standard durations (15, 50, 45 , 90 minutes, 1 hour, or 2 hours increments) 
  11. Scroll to the bottom of the appointment duration drop-down to select a custom duration.
  12. If Custom duration was selected, select the duration using the Hour and Minute selection boxes
  13. You have the option of putting a buffer time of 15, 30, or 45 minutes between appointments
  14. Choose time frames across any day of the week that you want to be available
  15. Click + Add another time frame for this day to add additional time frames to that day
  16. Click the x to remove a time frame. Days without time frames will not have a check mark above the day and will be unavailable.
  17. Once you set the desired days and times click "Next" located in the top right corner
  18. Activate the toggle to add Pre-appointment instructions
  19. Your client will see the pre-appointment instructions at the top of the booking confirmation page.

  20. Click Next in the upper right hand corner. You can preview the live booking page, Email the booking link, copy the booking page link, or access the booking page code snippet to embed on your website.
  21. Click Done in the upper right hand corner

Pro tip! Your Appointment Booking page is super smart and knows when it is Daylight Savings, so you will see different times if the dates viewed are after a time change.

Selecting your Google Calendars

The check boxes under "Your Google Calendars” will allow the booking page to check multiple Google Calendars, to remove any booked days & times, so that only truly available days & times are shown to your client.

When multiple calendars are checked, a drop down will appear, "Add new appointments to”. This is where you select which calendar the appointments will actually be booked on.

Click "Next" to move on

Note: If only one calendar is selected you will not see  "Add new appointments to” during initial setup or "Which Google Calendar should we add new appointments to?” when making edits after the initial setup. The drop down appears when multiple calendars are checked.

Appointment Booking Page 

Preview live page - This will open up the appointment booking page that your clients and prospects will see when they click on the link from emails, text messages, or social media posts.

Copy link - Copy the booking page URL to paste into any messaging platform or website (SMS, email, social media, website button, etc...)

Email link - share the appointment link with anyone regardless of if they are a contact in Keap or not

Click Embed on your website to access a code snippet to embed your booking link onto your website.

Click the Copy code button to copy this code to your clipboard and past to the appropriate space on your website.

Click "Done" in the top right corner when finished


Send and Copy links from Home Page

You can quickly view your upcoming appointments, invite someone to meet with you, copy the appointment link, or jump to view all appointments–all directly from your “Home” page


Access Embed code from individual booking link

Click the Edit button on the selected booking link from the Appointments page.

Scroll to the bottom of the Edit booking page and click Embed on your website.

Click the Copy code button to copy this code to your clipboard and past to the appropriate space on your website.