Creating a booking intake

Click + New Intake and choose Booking intake. Enter:

• Name (internal) and an optional Public title shown on the booking page.
• Description, which also starts the public description.
• Duration in minutes and the Time zone your hours are written in. Visitors see times in their own zone.
• Who attends. All required staff offers a time only when every required host is free and invites everyone. Any available staff offers a time when at least one eligible host is free and assigns one.
• Account, Status (Draft or Active) and optional embed origins.

Click Create Booking Intake. The intake starts with Monday to Friday, 9 to 5 availability and four default questions: full name, email, phone and "Anything we should know before the meeting?".

Not serving yet. Until the setup is complete, the intake header lists what is missing, for example no hosts, no availability or no calendar connection. The public page shows visitors a "not taking bookings" message until every item is resolved.

The booking intake's rail adds Scheduling, Team, Availability, Calendar, Location & Meeting, Policies & Emails, Booking Page, Share & Embed, Intake Questions and Bookings to the shared sections.