Locations & Meetings

Setting Up Phone Appointments

Offer phone calls as an appointment option.

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Phone as Location

You can offer phone appointments as a booking option, where the customer must provide their phone number when booking.

Setup

  1. Create or edit a booking type.
  2. Under How will the appointment take place? select the option Phone.
  3. Optional: Enter a default phone number where you can be reached.
  4. Save the booking type.

What Happens When a Booking is Made?

  • The person booking will be prompted to enter their phone number.
  • The number will be included in the confirmation email and calendar entry.
  • You call the customer at the agreed time (or vice versa, depending on the arrangement).

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