Bookings Onboarding Tour

Grace Wannapongsai
Grace Wannapongsai
  • Updated

Overview

The Bookings Onboarding Tour is a guided experience that helps new users configure their Bookings account after signing in for the first time. It walks you through the essential settings needed before creating and sharing booking links.

The onboarding tour is available to users who sign in to Bookings for the first time and starts automatically after their initial login. It remains available for 30 days, allowing you to pause and resume the guide at any time by selecting Setup Guide from the top navigation bar until it is completed.

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Setup Guide Walkthrough

The Setup Guide introduces the key settings used to personalize your Bookings experience. During the guide, you can review and update your settings or return to them later from Settings.

The Setup Guide walks you through the following steps:

Step 1: Profile

The Profile page contains the information displayed to recipients when they book a meeting with you. Here, you can review and update your profile details, including your full name, phone number, job title, company, bio, and social profile link.

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Step 2: Default Availability

The Default Availability page defines the days and times you're typically available for meetings. These hours are used as the default availability when creating new booking links and can be customized for individual links as needed.

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Step 3: Meeting Preferences

The Meeting Preferences page contains the default settings that control how recipients schedule meetings with you.

This page includes:

  • My Availability Link – Customize your personal booking link URL.
  • Additional Options – Review your default scheduling preferences, including your time zone, booking notice period, booking window, meeting buffer times, and other scheduling behaviors such as manual approval and displaying the recipient's name in the meeting title.
  • Meeting Types to Mark Unavailable – Select which calendar event types should block your availability.
  • Meeting Reminders – Configure automatic reminders sent before scheduled meetings.
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Step 4: Integrations

The Integrations page allows you to review the applications and services connected to your Bookings account. From here, you can enable, disable, or configure supported integrations to ensure Bookings works seamlessly with your connected systems.

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Step 5: Delegation Permissions

The Delegation Permissions page allows you to manage who can schedule on your behalf. You can grant other users permission to assign you as a Host for Bookings and as the Recipient Owner for Cadences and Email Bursts.

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Finally, click Finish to complete the onboarding guide. You can continue to update these settings at any time from Settings.