Scheduling Client Appointments
Set up appointment types, enable client self-booking, and sync with Google Calendar or Outlook.
- 01
Create Appointment Types
Go to Calendar > Settings > Appointment Types. Create types like 'Tax Consultation' (30 min), 'Document Review' (15 min), or 'Annual Planning' (60 min). Set buffer times between appointments.
- 02
Set Your Availability
Define your available hours for each day of the week. Block off lunch breaks, admin time, or recurring commitments. Different staff can have different schedules.
- 03
Enable Client Self-Booking
Toggle 'Client Booking' on in Calendar Settings. Share your booking link or embed the booking widget on your website. Clients select a time slot and confirm.
- 04
Sync with External Calendars
Connect Google Calendar or Outlook via Settings > Integrations. Bidirectional sync ensures appointments appear in both ZentroBiz and your external calendar.
Still need help?
Contact our team and we will point you in the right direction.