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Scheduling & booking pages

Scheduling & booking pages screen in Octibiz

Overview

Scheduling lets other people book time with you — without back and forth. It has four parts: event types (what can be booked), availability (when), booking pages (where booking happens) and connections (which external calendars count).

The key sentence about busy time: a known appointment takes the slot — even without an external calendar. What is in the system counts. A connected calendar adds to that, it does not replace it.

Core tasks

Create an event type. Duration, buffer, notice, location or video link, and who is invited.

Set availability. A schedule describes the regular hours; overrides for individual days take precedence.

Publish a booking page. The page is publicly reachable and shows only genuinely free times.

Route enquiries. A routing form asks questions and then directs to the matching event type or person.

Book resources along. Where a room or device belongs to an appointment, it is booked with it and blocked for others.

Connect calendars. A connection brings external appointments in as busy time.

Fields in detail

The What it does column answers what changes in the system — not what the field is called. The grey name behind the label is the API field: the same thing runs under that name through automation, import and AI tools.

Event type

FieldRequiredValues / formatWhat it does
Name nameyestextWhat can be booked. The invitee reads this name.
URL slug slugyeslowercase letters, digits, hyphensThe part of the public booking URL. Do not change it once shared — every link sent out runs into nothing.
Description descriptionnotextWhat the invitee reads before choosing.
Colour colornocolour valueColour of the marker in list and calendar.
Duration durationMinutesnominutes, greater than 0How long the appointment lasts. It blocks exactly this time — buffers come on top.
Selectable durations durationOptionsnolist of minute valuesLets the visitor pick between several lengths, 15, 30 and 60 minutes for instance. The default duration is always included, even if it is not listed here.
Type kindnoone_on_one, group, collective, round_robin, managedWho takes the appointment and how many may book. 1:1 is one host per booking, group several invitees on one appointment, collective all hosts at once, round robin distributed in turn, managed set by the team only. This field decides which of the following settings apply at all.
Seats capacitynonumber, greater than 0Group only: how many invitees may take the same appointment. Below 2 it is not a group appointment.
Location locationKindnovideo_meet, video_teams, video_zoom, video_custom, in_person, phone, ask_invitee, customWhere the appointment takes place. The video kinds create the link automatically; with ask invitee the guest states it.
Location details locationConfignoobjectThe addition to the location — address, phone number or your own video link.
Buffer before bufferBeforeMinutesnominutes, 0 or moreTime blocked before the appointment — travel, preparation.
Buffer after bufferAfterMinutesnominutes, 0 or moreThe same afterwards. Without buffers appointments sit edge to edge and the first delay topples the day.
Minimum notice minNoticeMinutesnominutes, 0 or moreHow short-notice booking may be. The value is in minutes, not hours — one day of notice is 1440, not 24.
Bookable ahead horizonDaysnodays, greater than 0How far into the future booking is allowed.
Booking horizon type horizonKindnorolling (default), fixed range or unlimitedWhat "bookable until" is measured against: rolling counts days from today, "fixed range" opens exactly one span, "unlimited" allows any date.
Fixed booking range dateRangewith a fixed rangefrom date and to date, both inclusiveThe one span bookings are possible in — for a trade fair, a campaign week or an office-hours window. An empty value clears the span again.
Slot increment slotIncrementMinutesnominutes, greater than 0The grid the free times are offered on. At 15 a 60-minute appointment may also start at 9:15; at 60 only on the hour. This field decides how dense the day gets.
Daily limit dailyLimitnonumber; 0 or empty = no limitHow many appointments of this type may happen on one day. Once reached, the day disappears from the offer.
Visibility visibilitynopublic, secretPublic appears on booking pages, secret does not — it stays bookable through the direct link. This is restraint, not access control.
Payment required requiresPaymentnoyes/noWhether payment is taken before confirmation.
Price priceAmountnoamount in cents, 0 or moreWhat the appointment costs. Kept in cents: 4500 is 45.00 EUR.
Form questions questionsnolist of questionsWhat the invitee must state in addition. Every required question costs bookings — ask for what you really need.
Confirmation page confirmationConfignoyour own text or a redirectWhat the visitor sees after booking: your own thank-you text or a redirect to an address of your choice, a page that counts the conversion for instance.
Availability scheduleIdnoa scheduleWhich schedule provides the bookable hours. Empty means the host's default schedule.
Hosts hostEmployeeIdsnoemployeesWho takes the appointment. Only times the person is genuinely free are offered. Round robin and collective need at least two.
Resources resourceIdsnoresourcesRequired rooms and devices. A slot is free only if host and all resources are free.
Recurrence recurrenceRuleno{freq: daily/weekly/monthly, interval, count}; empty = single appointmentThe invitee books all occurrences in one go. It only happens if every occurrence is free — otherwise none.
Create lead createLeadnoyes/noWhether a booking by an unknown visitor creates a lead in the CRM. Without the switch an appointment stays an appointment and the contact is lost.
Work item per booking workItemKindnotask, ticket or noneWhether every booking also creates a work item — a task to prepare or a ticket to work on. Empty = no work item.
Active activenoyes/noOff means no longer bookable. Existing bookings remain.
Brand brandIdnoone of your brandsUnder which brand the event type is kept and offered.

Booking page

FieldRequiredValues / formatWhat it does
Name titleyestextThe heading of the public page.
URL slug slugyeslowercase letters, digits, hyphensThe part of the public address /public/booking/…. Do not change it once shared.
Owner type ownerTypenoemployee, resourceWhether the page belongs to a person or to a resource.
Owner ownerIdnoemployee or resourceWhose times the page offers.
Welcome text welcomeTextnotextWhat stands at the top of the page. The sentence that explains what the guest is signing up for.
Image avatarFileIdnofileThe photo or logo of the page.
Styling brandingnoobjectColours and logo for the white-label appearance.
Custom domain customDomainnodomainServes the page under your own address. DNS and host routing are an operations step — without it the domain points nowhere.
Event types eventTypeIdsnoevent typesWhat can be booked on the page. Only active, public types are shown.
Visibility visibilitynopublic, secretSecret takes the page out of overviews and search engines; it stays reachable.
Brand brandIdnoone of your brandsUnder which brand the page is kept.

Availability schedule

FieldRequiredValues / formatWhat it does
Name nameyestextHow the schedule is called in the selection, e.g. "Business hours".
Owner type ownerTypenoemployee, resourceWhether the schedule belongs to a person or to a resource.
Owner ownerIdnoemployee or resourceWhose times it describes.
Time zone timezonenotime zone (e.g. Europe/Berlin)Which zone the hours are meant in. Set wrongly, every offered slot shifts — the most common reason for "the times are wrong".
Weekly hours weeklynotime windows "HH:MM"–"HH:MM" per weekdayThe regular hours. A day without a window is closed.
Default schedule isDefaultnoyes/noThe schedule an event type uses when it names none of its own.
Brand brandIdnoone of your brandsUnder which brand the schedule is kept.

Date override

FieldRequiredValues / formatWhat it does
Schedule scheduleUlidyesa scheduleWhich schedule the override applies to.
Date dateyesYYYY-MM-DDThe one day that deviates from the weekly rule. Overrides always take precedence.
Time windows intervalsnopairs "HH:MM"–"HH:MM"; empty = blocked all dayThe deviating hours of that day. Leaving it empty means blocked, not "as usual".
Reason reasonnotextWhy the day deviates. The sentence that answers "why were we closed?" half a year later.

Routing form

FieldRequiredValues / formatWhat it does
Name nameyestextHow the form is called in administration.
URL slug slugyeslowercase letters, digits, hyphensThe part of the public form address.
Description descriptionnotextWhat the visitor reads above the form.
Fields fieldsnolist of key, label, type, requiredThe questions. The rules refer to their keys — rename a key and the rule stops matching.
Rules rulesnolist of conditions and target event typeWhere visitors are sent. The first rule whose conditions all match wins, so the order is part of the logic.
Fallback event type fallbackEventTypeSlugnoslug of an event typeWhere visitors go when no rule matches. Without a fallback they end in a dead end.
Active activenoyes/noWhether the form can be answered publicly.
Brand brandIdnoone of your brandsUnder which brand the form is kept.

Resource (room or device)

FieldRequiredValues / formatWhat it does
Name nameyestextWhat the room or device is called.
Type kindnoroom, equipment, otherRoom, device or other — for grouping the list only.
Capacity capacitynonumber, greater than 0How many people fit in.
Availability scheduleUlidnoa scheduleWhen the resource is bookable at all. Empty means around the clock.
Location locationnotextWhere the resource is.
Active activenoyes/noOff means no longer bookable alongside.
Brand brandIdnoone of your brandsUnder which brand the resource is kept.

Calendar connection

Google and Microsoft are connected through their own sign-in dialog and have no input fields. The following fields apply to CalDAV (iCloud, Nextcloud, Fastmail …) and to subscribed iCal/ICS feeds.

FieldRequiredValues / formatWhat it does
Calendar URL urlyesaddress of the calendar collection or ICS feedWhere the external appointments come from. For CalDAV the direct collection URL, not the server root.
User name usernameyes (CalDAV)textThe sign-in on the CalDAV server.
App password passwordyes (CalDAV)textThe application-specific password — mandatory for iCloud and Fastmail, where the account password does not work. It is stored encrypted and never shown again.
Label labelnotextHow the connection is called in the list.

After connecting you choose which calendars count:

FieldRequiredValues / formatWhat it does
Target calendar targetCalendarIdnoa calendar of the connectionWhere confirmed appointments are written. Empty means the account's default calendar.
Busy calendars conflictCalendarIdsnocalendars of the connectionWhich calendars additionally block slots. Empty means the target calendar only.
Pull appointments in syncInboundnoyes/noWhether external appointments count as busy time.
Push appointments out syncOutboundnoyes/noWhether booked appointments are written into the external calendar.

Blocked time has one source. A known appointment takes the slot even without a foreign calendar connected — and so does an appointment from a connected calendar. That is why no double booking can arise while the connection stands.

Settings & permissions

  • Event types: scheduling.event_type.view / .manage
  • Availability: scheduling.schedule.view / .manage
  • Booking pages: scheduling.booking_page.view / .manage
  • Appointments: scheduling.appointment.view_own / .view_any / .manage / .reschedule

Module flag: module.scheduling. Setup walks you through the order.

FAQ & troubleshooting

No free times are shown. Check schedule, notice and buffer — often the notice period is longer than the displayed range.

An appointment from the external calendar is missing. Check the connection. If it fails, what is in the system still counts — so you are not unprotected, but external appointments are missing.

Two bookings on the same slot. Possible if both complete in the same moment. Set a buffer if this happens repeatedly.

scheduling.scheduling · Available from version 0.5.6