Booking Types

On this page, you can find information about booking types and the options TidyCal offers when creating or editing a booking type.

Title

URL

Here, you can edit the URL path for this specific booking type. Keep in mind that the first segment of the URL is set up on the Profile page: https://tidycal.com/profile

Description

A description of the specific booking type will be shown on the booking page.

Select a calendar to add these bookings

Select the integrated calendar you would like new bookings to be added to.

Enable multiple invitees to book the same time (Group Bookings)

The "Enable multiple invitees to book the same time" feature allows multiple people to book the same time slot.

This is perfect for conferences, group classes, or other larger events where multiple people can attend. You can set the maximum number of people that can attend the same meeting and choose to hide or display the remaining seats on your booking page.

How to Enable Group Bookings

1. Go to Booking Types
2. Edit the booking type you want to make a group event
3. Scroll to "Enable multiple invitees to book the same time (Group Bookings)"
4. Toggle it ON
5. Set the maximum number of attendees (e.g., 20 for a yoga class)
6. Choose whether to show remaining spots on your booking page
7. Click Save Booking Type

Plan required: ✅ Individual Plan or Agency Plan

Common Use Cases

• Fitness classes: Yoga, pilates, or gym sessions with limited capacity
• Webinars and workshops: Educational events with multiple attendees
• Group coaching: Business or life coaching sessions
• Events with attendance limits: Meetups, seminars, conferences

Important Notes

• Each booking is from a separate person (not one person with multiple guests)
• Once capacity is reached, the time slot disappears from your calendar
• All attendees receive separate confirmation emails
• If using paid bookings, each attendee pays separately

💡 Tip: Combine Group Bookings with Guest Invites to allow each attendee to bring additional guests!

Guest Invites - Allow Bookers to Bring Guests

The Guest Invites feature allows a single booker to add additional guests to their own booking. This is different from Group Bookings where multiple separate people book the same time slot.

How to Enable Guest Invites

1. Go to Booking Types
2. Edit your booking type
3. Scroll to the Guest Invites section
4. Toggle it ON
5. (Optional) Set the maximum number of guests allowed per booking
6. Click Save Booking Type

Plan required: ✅ Individual Plan or Agency Plan

Common Use Cases

• Consultations: Clients may bring their business partners
• Business meetings: Attendees bring colleagues
• Appointments: May include family members or support people

Difference from Group Bookings

• Guest Invites: ONE primary booker adds guests to THEIR booking
• Group Bookings: MULTIPLE separate bookers reserve the SAME time slot

Important: Only the primary booker can reschedule or cancel. If using paid bookings, the primary booker pays for all guests.

Location

• Video conference link: You can choose between Zoom, Google Meet, Static link or Microsoft Teams.
• Static link will also accept your Whereby and MS Teams link.
• Custom meeting locations/details - You can use a physical address for the meeting and any custom location
• Phone number - If you're doing meetings over the phone, use this option to enter your number
• No location - Meeting will be scheduled only in TidyCal

Duration

The duration of the meeting in minutes.

Minimum meeting padding

This option will allow you to set the time gap between 2 booked meetings, so you can have a break between the meetings.

How far out can users book?

Set the number of days how far you want your calendar to be open for bookings.

The current maximum is 365 days.

Bookers can't schedule within

This will allow you to prevent "Last minute bookings" so you don't miss any, by default this is set to 2 hours so the first available booking will be at least 2 hours from the current time.

Booking Limits

Set the maximum number of daily, weekly or monthly bookings.

Availability Interval

Defines the interval of available time slots on the booking page.

Booking Schedule

Here, you can set the availability throughout the week, please note that this will apply to ALL consecutive weeks if you choose "Weekly" and if you select "Specific Dates" you will be able to select specific dates when you're available.

Custom availability

You can set the availability for each Booking Type separately by editing the specific Booking Type.

You can choose between 2 settings:

1. Weekly - You’re available one or more times during the week, every week and you can set up specific dates when you're unavailable
2. Specific dates - You’re only available on specific dates and you can fully customize every date in the calendar if you're available or not.

Pro Tip: Please make sure to check if your AM and PM settings are correct.

You can also use Default Availability for each booking type and set it up in Default Availability tab.

Fixed booking slots

To set up fixed slots please use "Add window" option and you can create custom booking windows throughout the day.

Creating One time events

To do this, you will have to use the "Specific dates" and set up only the dates you're available.

Custom Fields (Questions)

This will allow you to ask for some additional information on the booking page like Phone and Date, or you can create selections using Dropdown, Checkbox, Radio buttons, or just simple Long or Short text inputs.

Checking the "Required" checkbox will prevent them from submitting the booking form without filling in the "Required" fields.

Email Reminders

Please note if you're using a connected calendar like Google/Office/Apple, the initial meeting confirmation or RSVP is sent from that connected calendar and not TidyCal, so we don't have any control over that and there is no way to edit that in TidyCal.

After the initial meeting confirmation is sent, by default, we send 2 Email Reminders.

The first one is 24 hours before the meeting and the second one is 1 hour before the meeting.

Using the custom reminder will allow you to fully customize what you send and set the time when you want to send them.

Pro Tip: Customizing two email reminders is currently available for Lifetime accounts.

Confirmation redirect URL

Here you can set a custom redirect URL after they complete the booking. You can use this for a custom "Thank you" page or for tracking purposes.

Paid Bookings - Charge for this booking

Allows you to set up a Paid booking, you can set a custom price and payment method for each Booking Type separately. Currently, we support Stripe, PayPal and TidyCal which is using Stripe Connect so you can use this to receive payments to your credit card.

Be sure to set up your selected payment platform on the integrations page.

The currency for payments is set on the Profile page, and will apply to all Booking Types.

Please note that you may have only one payment method active on the account and that payment method will be applied to all your Booking Types.

Pro Tip: To learn more about payment methods you may use in TidyCal, kindly refer to the video tutorial here:

https://youtu.be/bzLJG3R-6fg

Display on Booking Types Directory

Selecting this will have this Booking Type shown in the public Booking Types Directory. This can help you get more bookings.

Selecting a category for your Booking Type

You can choose between many categories for better placement in the public Booking Types Directory.

Private mode

Allow invitees to book more than one date at a time (Package bookings)

Pro Tip: If using paid bookings with package bookings, your bookers will be charged for all bookings at once.

Limit selectable dates

You can limit how many dates can be selected at once. If the maximum number of dates have been selected, the previously selected date will be removed if another date is selected.

Minimum date frequency

This option defines the frequency of selectable dates, based on the first selected date.

Managing and Cancelling Package Bookings

When someone books multiple dates using package bookings, they receive a confirmation page showing all their scheduled dates. Each individual date can be managed separately:

• Reschedule individual dates: Each date has its own "Reschedule" button, allowing guests to change specific appointments without affecting the others.
• Cancel individual dates: Guests can cancel specific dates within the package without cancelling the entire booking. Each non-cancelled, future date displays a "Cancel" button.
• Track cancellations: Cancelled dates appear with strikethrough text on the confirmation page, while active dates remain clearly visible.

This flexibility is especially useful for coaching series, consultation packages, or any recurring appointment structure where clients may need to skip or reschedule specific sessions.

Set "Unavailable" times and dates

To set the specific dates/times you're NOT available on your Weekly bookings, you can use the "Add unavailable date" feature and specify the exact date and time you want to block out.

Multiple Hosts

Team booking types allow you to select multiple hosts from the members of your team. This feature has two modes: Collective and Round Robin.

Collective Meetings - All Hosts Required

What it is: Only times when ALL assigned hosts are available will be shown to bookers. All hosts attend the same meeting.

Best for: Partner meetings, panel interviews, team consultations where everyone must be present.

Example: You and your business partner both need to attend client onboarding calls. TidyCal only shows times when BOTH calendars are free.

Round Robin - Distribute Among Team

What it is: Automatically distribute incoming bookings evenly among team members. Only ONE host is selected per booking.

Best for: Sales teams sharing demo calls, support teams rotating consultations, shared workload distribution.

Example: You have 3 sales reps. Bookings rotate: Client 1 → Rep A, Client 2 → Rep B, Client 3 → Rep C, Client 4 → Rep A (repeats).

How to Set Up Team Bookings

1. Go to Teams (requires Agency Plan)
2. Create or edit a team
3. Add team members
4. Go to Booking Types
5. Create a new team booking type
6. In the Multiple Hosts section, select either:
   • Collective - All hosts must attend
   • Round Robin - One host is assigned automatically
7. Assign the relevant team members
8. Click Save Booking Type

Plan required: ✅ Agency Plan ONLY

📚 Learn more: Teams Feature Guide | Round Robin Guide

Require approval

Toggle this On or Off to require approval before the meeting is added to the calendar.