Appointment links and intake forms

Appointment calendars live at Appointments → Setup: Let people book time with your team without the back-and-forth. Only company owners and admins see the Setup tab and can manage them.

Appointments booked online land in your team's real calendars with a Teams or Meet link attached, which means connecting your inbox first. Appointments your team creates by hand are covered in Creating appointments.

Setting your hours

Your bookable hours are personal, not company-wide. Each team member sets their own on their Profile page, in the appointment availability card: switch on the days you work, set a start and end time for each (it defaults to 09:00–17:00) and set your time zone.

Creating a calendar

1. Appointments → Setup → New calendar.
2. Name: what the visitor sees, for example Intro call.
3. Appointment link: the slug. Your public URL is /book/your-slug. Link names are shared across every company on Marketli, so something specific to you works best.
4. Assignment: Single (always the same person) or Round robin (spread across the team).
5. Who takes these appointments: choose a team member. If they have one connected calendar they're added straight away; if they have several, choose which one. People without a connected calendar are shown greyed out with the reason. Nobody is added or removed until you save, and you're asked before saving a calendar with nobody on it.
6. After booking: Standard confirmation, Show a message, or Redirect to a URL.
7. Appointment type: Online, In person (needs a location) or Phone (we'll call you). Tick more than one and the person booking chooses how to meet.
8. Set the limits below.
9. Save.

Accepting appointments is a switch on the calendar. Turned off, the link shows as unavailable rather than disappearing.

The scheduling limits

Look busy hides real availability: the hidden slots cannot be booked at all. It exists so a quiet calendar does not look empty, but set it deliberately: at 50% you are turning away half your bookable time.

Booking pages

Your booking widget (the Book a time section on your website) lists your calendars. Booking pages choose which ones.

• Appointments → Setup → New booking page, then put calendars on it: drag a calendar onto the page, or use the booking pages button (the list icon) on a calendar, or Booking pages when you edit it.
• Make default on a page's menu: your website's widget then lists only that page's switched-on calendars. Without a default, it lists every switched-on calendar.
• A page's menu also has Copy link and Copy embed code, for showing a different page somewhere else (for example a partner's site). The embed code is pasted where the widget should appear.
• Booking pages only decide what's listed. Every calendar is still bookable at its own link.
• Deleting a page, or turning off its default, asks first: the widget goes back to listing every switched-on calendar.

Click anywhere on a calendar to edit it. Delete calendar is at the bottom of the editor.

Sharing the link

The calendar editor has a Share card with two copy buttons:

• Appointment link: the URL to send people.
• Embed on your website: a snippet to paste into your site.

Anyone with the link can book, no account needed.

Changing the appointment link

You can rename the link after creating the calendar: open the calendar, press Change next to Appointment link, edit it and save. You will be asked to confirm, because the old link stops working immediately.

Nothing warns you when someone hits the old link: they simply get a "not found" page, and appointments already in your diary are unaffected, so the only symptom is enquiries quietly drying up. Before you rename, know where the old link lives, and update all of it straight afterwards:

• the book-a-time buttons on your website, and any embedded appointment section
• your email signature
• social profiles, directory listings and your Google Business Profile
• anything printed: cards, flyers, QR codes

Intake forms

An intake form is a set of questions the visitor answers while booking. Visitors answer these questions when they book.

Attach one in the calendar editor under Intake form, choosing from your saved forms or clicking New form. Forms are also managed on the Forms page in the side menu.

Building a form

1. Forms → New form in the side menu (or New form from inside a calendar).
2. Give it a Name, for example Pre-appraisal questions.
3. Add each question under Questions, choosing a type:
   • Short answer
   • Paragraph
   • Pick one
   • Checkboxes
   • Dropdown
4. For the last three, add the options.
5. Tick Required on anything you must have.
6. Optionally add Help text under a question, shown as plain text beneath it (a privacy notice under a consent checkbox, say).
7. Save.

One form can be attached to several calendars, so a single Pre-appraisal questions form can sit behind every appraisal calendar you run.

Appointment intake vs standalone

Every form has a Kind. Appointment intake forms (up to 10 questions) attach to calendars as above. Standalone (website form) forms (up to 40 questions, with an Introduction shown above the questions) live on their own and are meant to be embedded on your website: each submission becomes a lead. A standalone form needs one required short-answer question with the Lead field set to Email; you can also mark the Name and Phone questions the same way so the lead is filled in properly. Standalone forms never appear in a calendar's Intake form list, and a form attached to a calendar can't be switched to standalone until you detach it.

Where appointments show up

Upcoming appointments appear in the Upcoming appointments card, where you can also cancel one. Every appointment booked online also kicks off the Appointment follow-up automation. See Appointment confirmations and reminders.

Deleting a calendar

Deleting stops the link working: the appointment link /book/your-slug will stop working. If you only want a pause, switch Accepting appointments off instead.