Clientish Documents
Step-by-step guides for every module, from your first workspace to proposals, billing, support and automation.
How to Set Up Your Booking Page in Clientish
Turn the page on, choose days, hours and call lengths, pick where you meet, then share the link or put it inside your website.
Set your booking page up once in Clientish: the days and hours you take calls, how long a call can be and where you meet. Then share one link, and people book straight into your free times.
Who can do it: the owner and admins, and team members whose role has the Edit Company Settings permission
Before You Begin
- For Google Meet, connect Google Calendar first, so each booking gets its own Meet link. See Connect Google Calendar. Connecting it also keeps the times you are busy there off the page.
- For Zoom, Microsoft Teams or another tool, have the meeting link ready. Every booking uses that one link.
- Check your workspace time zone under Settings > General. Your hours are set in that zone.
- Booking emails go through your own mail server. Set it up under SMTP mail settings if you have not yet.
How to Set Up the Booking Page
Open the booking page settings
Go to Settings > Booking page, in the Communication group. The first card holds the switch, your link and the message after booking.
Set when you take calls
On the When you take calls card, pick the Days, turn on one or more Call length options, and set From and To in half-hour steps.
Then choose the Gap between calls (from no gap to 30 minutes), how much notice you need under Book at least (from any time to 2 days ahead) and how far ahead people can book under Book up to (7 to 90 days).
Choose where you meet
On the Where you meet card, click Google Meet, Zoom, Teams or Other link. For Zoom, Teams and Other link, paste the link that starts with https://.
The page takes no bookings until a place is chosen.
Add a message and the portal button
Write a Message after booking if you want one, up to 1,000 characters, such as what to bring. It shows on the booked screen and in the booking email.
Leave Show a Book a call button in the client portal ticked to let clients book from their portal.
Turn it on and save
Switch on Let people book a call and click Save. The status next to the button changes to Taking bookings.
Share your link
Use Copy next to Your booking link and paste the link wherever people reach you, or click Open to see the page as visitors do.
To show the page inside your website, click Copy code under Show it inside your website and paste the code into your site.
What Happens After You Turn the Booking Page On?
The page offers only times that are free: inside your hours, after your notice time, and clear of your other calls in Clientish (plus the gap) and of busy events in your Google Calendar. Switch the page off at any time and it tells visitors you are not taking calls.