Scheduling Set Up
CO:CREATE gives you control over how you schedule your Clients.
How to update your scheduling settings:
-
Open the main menu in the top right corner
- Select "Profile", and then select "Scheduling"
From here, you'll see two options: Manual or Auto scheduling.
Manual scheduling
Schedule appointments yourself within each Booking. This keeps you in full control of your calendar and availability. All appointments you schedule appear directly on the booking request form, and also in your CO:CREATE calendar.
For details on how to schedule an appointment, see "How to Schedule an Appointment on Platform."
Auto-scheduling
If you prefer to let Clients pick their own appointment date and time, you can link an external scheduling tool like Calendly or Acuity. Turn the toggle on in your Scheduling settings and add your link.
When auto-scheduling is on, Clients are sent your scheduling link immediately after paying a deposit, so they can schedule their own appointment from your availability.