Services and Booking settings

Define what you sell in Services, then set when customers can book in Booking.

Overview

Settings has two pages for scheduling, in this order: **Services** (your catalog of jobs) and **Booking** (bookable hours and rules). Ava, the AI receptionist voice, and booking flows use these settings when offering times to callers.

1. Services

  1. 1

    Go to CRM → Settings → Services.

  2. 2

    Add or review the services you offer so leads and bookings map to the right job.

2. Booking

  1. 1

    Go to CRM → Settings → Booking.

  2. 2

    Choose your time zone and bookable hours, then save.

  3. 3

    Only Owners and Admins can change Booking settings.

Tips

  • Booking is separate from the Calendar view: Calendar shows appointments, Booking controls when they can be made.