How to Configure Scheduling

Overview

Your website uses scheduling to convert serious inquiries into booked conversations automatically.

You won't be setting up software or connecting tools yourself. Instead, you'll define how you want meetings to work, and we'll handle the technical setup as part of your site.

By the end of this guide, you'll know:

• What type of meetings your site should allow
• When people can book
• How much context you want before a meeting is confirmed

Step 1: Decide What Can Be Booked

Start by defining what kind of appointment visitors should be able to schedule.

Most businesses choose one primary option, such as:

• Discovery Call
• Initial Consultation
• Estimate or Strategy Session

Avoid offering multiple booking types unless absolutely necessary. A single, clear option converts better and keeps scheduling simple.

Ask yourself:

• What is the first conversation I want to have with a new lead?
• How long does that conversation usually take?

Step 2: Set Your Availability Rules

Next, decide when people are allowed to book time with you.

You don't need to be overly specific, just clear.

Consider:

• Days of the week you're available
• General time windows (for example, mornings only)
• Buffer time between meetings, if needed

Your website will only show availability that fits these rules. You stay in control of your calendar.

Step 3: Choose the Right Meeting Length

Shorter meetings reduce friction and increase show-up rates.

Common options:

• 15 minutes for quick qualification
• 30 minutes for standard discovery
• 45–60 minutes for higher-consideration services

Pick the shortest length that still allows a productive conversation.

Step 4: Decide What You Need to Know Before the Call

Before a meeting is confirmed, your site can collect key details from the visitor.

Typical questions include:

• What are you looking to accomplish?
• What problem are you trying to solve?
• Timeline or urgency
• Budget range (optional)

This ensures conversations are productive and prevents unqualified calls from reaching your calendar.

Step 5: What Happens Next

Once you've made these decisions, you're done.

We'll:

• Configure the scheduling system
• Connect it to your website
• Ensure bookings flow smoothly into your calendar

You don't need to install software or manage integrations. Scheduling will be fully handled as part of your site build.