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Setting up an appointment product
An appointment product is a 1-on-1 slot a customer can book on your calendar — a coaching call, a consultation, a strategy session, a discovery call. This page covers everything that goes into setting one up: the basics (title, banner), the scheduling rules (duration, timezone, buffer, minimum notice), where the session actually happens, and your weekly availability.
Quick answer
From Products, add an Appointment. Open the editor, fill in the title and description, set the duration, timezone, buffer time, and minimum notice, pick a location (custom address, Google Meet, or Zoom), then build your weekly schedule by enabling days and adding time ranges. Everything saves itself as you type.
Opening the appointment editor
From the Products list in the sidebar, click the appointment you want to edit. The editor opens at /store/products/{appointment-id}/appointment with a tab bar across the top.
| Tab | What you do here |
|---|---|
| Setup | Title, description, banner, duration, scheduling rules, location, weekly schedule. |
| Confirmation | The page customers see right after they book. |
| Settings | A small set of toggles — booking enabled, customer cancel and reschedule permissions. |
Everything autosaves. See Autosave if you want the full story on how that works.
The basics
Title
The session name — what customers see on the booking page, in the storefront card, and in their confirmation email. Make it specific: "30-min strategy call" lands better than just "Booking".
Description
A short blurb explaining what the session is for and who it's a good fit for. This shows on the booking page above the calendar. Keep it scannable.
Banner image
Optional. A 16:9 image at the top of the booking page — a photo of you, a graphic, your brand banner. Same sizing rules as your other product banners.
| Spec | Value |
|---|---|
| Recommended size | 1200 × 675 pixels |
| Aspect ratio | 16:9 |
| File types | JPG, PNG, WebP, GIF |
| Max file size | 5 MB |
Banner images count toward your workspace storage quota — see Storage and file limits.
Scheduling rules
These four settings decide which slots Klixey offers customers.
Duration
How long each session is, in minutes. Common picks: 15, 30, 45, 60, 90. Defaults to 30 if you don't change it. Klixey uses this to space out the slots on the calendar — a 60-minute appointment with 10:00 as a start option won't also offer 10:30.
Timezone
Your timezone — the provider's. Pick the one where you actually live and work.
Slots are generated in your timezone and displayed to customers in their timezone, detected from their browser. You never have to do timezone math, and neither do they. If you set your hours as 9 AM to 5 PM in New York, a customer in London sees the matching slots in London time automatically.
Moving or travelling for a while?
If you're going to be in a different timezone for more than a week or two, change this setting before you go and turn it back after. Otherwise your morning slots in the new place will line up with your customers' middle of the night.
Buffer time
A gap that Klixey leaves between back-to-back bookings, in minutes. Useful for prep, debriefs, bathroom breaks, or letting your last session run over without losing the next one.
Example: 30-minute sessions, 10-minute buffer. A 10:00 booking blocks 10:00–10:40 on your calendar, so the next bookable slot is 10:40 (not 10:30).
Minimum notice
How far in advance someone can book, in hours. This stops 11 PM Tuesday "can you do 8 AM Wednesday?" requests.
Common picks:
- 24 hours — most coaching and consulting setups.
- 48 hours — heavier prep, paid sessions.
- 2 hours — same-day specialists, support office hours.
- 0 hours — no minimum (use carefully).
Manual bookings ignore minimum notice
When you create a manual booking yourself, you can pick any time, including the next 10 minutes. The minimum-notice rule is for customers booking themselves.
Location
Where the session actually happens. You pick one of three location types and fill in the matching value.
| Type | Value field | When it's right |
|---|---|---|
| Custom | Free text | In-person addresses, dial-in numbers, your Zoom personal room link, or anything that doesn't fit the other two. |
| Google Meet | None — generated automatically | You want a fresh Google Meet link for each booking. Requires Google Calendar connected. |
| Zoom | Your Zoom link | A standing Zoom room you reuse for every customer. |
The location lands in the customer's confirmation email and on their calendar invite, so they have it ready to go when the session starts. For Google Meet, the link is created when you confirm the booking — not when the customer picks the slot — so it's never used before you're ready.
Custom locations
Use the Custom type for in-person ("Apt 4, 123 King Street, London") or anything else. The text you write is exactly what the customer sees — no formatting, no link auto-detection.
Weekly schedule
The weekly schedule is the grid of when you're actually open to bookings. For each day of the week, you decide whether you take appointments at all, and if so, in which time ranges.
Enabling and disabling days
Toggle each day on or off. A day that's off shows no slots on the customer's calendar — they'll see it greyed out.
A common starting point: weekdays on, weekends off. Or three days a week if you prefer to batch.
Adding time ranges
On each enabled day, add one or more time ranges. Two common setups:
- One range —
9:00–17:00. Slots all day. - Two ranges —
9:00–12:00and14:00–17:00. A lunch break in the middle.
Klixey generates bookable slots inside these ranges, respecting your duration and buffer. For 30-minute sessions with a 10-minute buffer in a 9:00–12:00 range, customers see 9:00, 9:40, 10:20, and 11:00.
To remove a range you no longer want, click the trash icon next to it. To add another, click Add range.
Edge cases
- A range that doesn't fit even one session (e.g. a 15-minute range with 30-minute sessions) shows no slots. Klixey doesn't warn you about this — just look at the customer-side preview.
- Two overlapping ranges on the same day (e.g.
9:00–11:00and10:00–13:00) collapse into one effective range. Use whichever feels readable.
The Settings tab
A small set of toggles that change how customers interact with bookings after they've made them.
Booking enabled
When on (the default), customers can book new slots.
When off, the booking calendar shows a "not currently taking bookings" message but the product stays published. Use this when you need to pause new sessions without un-publishing — going on holiday, hitting capacity, taking a break.
Existing bookings keep working when this is off — reminders still go out, customers can still cancel and reschedule (if you allow it), and you can still see the calendar on your end.
Allow customer cancellation
When on, customers can cancel their own bookings without contacting you. They get a "Cancel" button in their confirmation and reminder emails that takes them through a quick verification flow (see Loginless self-service for how that works).
When off, the button doesn't appear. Customers who want to cancel have to email you and you'll cancel on their behalf from the calendar.
Allow customer reschedule
Same idea — when on, customers can pick a different time from your live availability. When off, they have to ask you.
You can turn one on and the other off independently. A common setup: reschedule on, cancel off — most creators want to keep the customer rather than lose the session entirely.
See Customer self-service for bookings for the full walkthrough of what customers see when these toggles are on.
Putting it together — a typical setup
Here's what a working appointment looks like end-to-end:
- Title: "30-min discovery call"
- Description: "A free intro call to see if working together is a fit. Bring questions."
- Duration: 30 minutes
- Timezone: America/New_York
- Buffer: 10 minutes
- Minimum notice: 24 hours
- Location: Google Meet
- Weekly schedule: Tuesday, Wednesday, Thursday — 10:00–12:00 and 14:00–16:00
- Booking enabled: On
- Allow customer cancellation: On
- Allow customer reschedule: On
That's a fine starter setup. Adjust to taste.
Pricing
Appointments can be free, one-time paid, or subscription. Pricing lives in the same shared pricing card as every other product type — open the editor panel and look for Pricing. See How checkout works (creator side) for the shared pricing model.
Free appointments don't go through the card form at checkout — the customer enters their name and email and books. Paid appointments collect the card and finalize the slot once payment clears.
Who on your team can edit an appointment?
Anyone with the Owner, Admin, or Editor role on the workspace can build an appointment product. Viewers can see it but can't change anything. See Roles & permissions for the full matrix.
Related
- Google Calendar integration — connect a Google calendar so bookings sync both ways.
- Managing bookings — the admin calendar and what each booking action does.
- Customer self-service for bookings — what customers can do without your help.
- Appointment reminders — when Klixey emails about an upcoming session.
- Storage and file limits — banner sizes and quotas.
- Autosave — how the editor saves your work.