# Set up client appointment scheduling

Client appointment scheduling lets leads book meetings with you directly. You'll set up who's available, how meetings are distributed, and what the event looks like. Once configured, your booking page is ready to share with leads.

### Add and manage team members

1. Go to **My Business** → **Form & Scheduling**.
2. Click **Scheduling**.
3. In the **Team Members** section, you'll appear by default. To edit your team member, click on their name. To add someone, click **+ Add team member**.

When editing a team member, you can change their schedule using the **Schedule** dropdown. A schedule defines the hours a team member is available to take calls or meetings. For example, if someone only takes calls from 10 AM to 8 PM, they can set a dedicated schedule for that. You can also save with **Save**, discard with **Cancel**, or remove them from the booking page with the **Remove** button.

When adding a new team member, select from the dropdown of team members on your Wonderly account. Use the **Search team members** bar to find someone quickly.

{% hint style="warning" %}
At least one team member must be included in the Booking Page. Some team members may appear with their email address if they haven’t customized their Wonderly name.
{% endhint %}

### Remove a team member from your booking page.

1. Click on **Form & Scheduling i**n the main sidebar.
2. Click on **Scheduling** in the secondary sidebar**.**
3. In the **Team Members** section
4. Click on the team member you want to remove.
5. Click on **Remove**.

***

### Choose a scheduling type

After adding your team members, select how meetings are scheduled and when times are offered to leads:

* **All team members must be available:** The booking page only shows times when every included team member is free.
* **Distribute calls amongst team members:** The booking page shows times when at least one team member is available, and distributes meetings across the team.

***

### Set up event details

1. Fill out the event fields to define how the meeting appears to leads and where it takes place.
2. If you need more control over your booking page, click **Advanced Settings** below the event fields. See our next section on **Customize advanced scheduling settings** for details.

**Field reference**

* **Name:** The event title. This appears on the booking page, in the confirmation email, and in the calendar app.
* **Duration:** How long the meeting lasts. Select one or more options: 15 minutes, 30 minutes, 45 minutes, or 1 hour.
* **Location:** Where the meeting is held. Choose a conference platform, select **Manual Phone call** for a remote call, or select **Custom location** for onsite or other locations.
* **Description:** A summary of what the meeting covers. Use this to let attendees know what to expect or what to prepare. You can resize the text field by dragging the bottom-right corner.
* **Event Owner:** The calendar where the meeting will live. Your connected calendar accounts appear here, showing the calendar name and associated email address.
* **Additional Attendees:** Team members you want included on the meeting. Their schedules are not factored into availability. To factor in schedules, add them under **Team Members** instead.

***

## Customize advanced scheduling settings

*How to configure buffer times, booking limits, and confirmation messages for your booking page.*

If you need more control over how your booking page works, Wonderly offers advanced settings for fine-tuning availability, limiting bookings, and customizing the confirmation experience. These settings are optional and can be adjusted at any time.

**Steps**

1. Go to **My Business** → **Form & Scheduling**.
2. Click **Scheduling**.
3. Click **Advanced Settings** to expand the additional options.
4. Configure the settings you need, then save your changes.

**Field reference**

* **Buffer time (before meeting):** Adds a gap before each meeting starts. Options range from 0 to 30 minutes.
* **Buffer time (after meeting):** Adds a gap after each meeting ends. Options range from 0 to 30 minutes.
* **Minimum notice period:** The shortest amount of lead time required before someone can book. Options range from 1 hour to 1 week.
* **Booking frequency limits:** Off by default. Toggle on to set a maximum number of meetings per day. You can use the arrow buttons or type a number directly.
* **Limit future bookings:** Off by default. Toggle on to limit how far into the future a lead can book a meeting.
* **Confirmation message:** The message displayed to the person after they complete the booking. Use this to confirm next steps or set expectations