How to Set Up Location Selections

Set where TidyCal meetings happen: open a booking type, go to Basics → Location and pick Zoom, Google Meet, Microsoft Teams, phone or in person.

Overview

When creating or editing a booking type, you can specify where the meeting will take place. TidyCal supports seven location types, and paid plan users can offer multiple location options per booking type.

Available Location Types

Setting Up Locations

1. Go to Booking types in the sidebar navigation.
2. Click on a booking type to edit it, or create a new one.
3. In the Basics section, find Location:.
4. Select a location type from the dropdown menu.
5. For Custom video link, enter your meeting URL.
6. For Phone number, enter the phone number with country code.
7. For In person/Custom location, enter the address or location details.
8. Click Save at the top right.

Individual Plan, Pro, and Agency Plan users can click "Add another location" to offer multiple location choices. Attendees will be able to select their preferred meeting type when booking.

Free Plan users are limited to one location per booking type. An upgrade link reading "Unlock multiple locations by upgrading" appears after adding the first location.

Adding a location after people have booked

Each booking keeps the location it was booked with, so adding or changing a location on a booking type applies to new bookings.

If you add a location to a booking type that already has upcoming bookings without one, TidyCal tells you after you click Save, for example "3 upcoming bookings were made before this location was added, so they do not have it yet." Click Add it to those bookings to copy the location onto them. You then see "Location added to 3 upcoming bookings. Their reminder emails will include it from now on."

• The offer appears only when the booking type has exactly one location and it is the same for every booking: In person/Custom location, Phone number, or Custom video link (with a URL entered).
• It never appears for Zoom, Google Meet or Microsoft Teams, which create a separate meeting for each booking when it is made.
• Only upcoming, not-cancelled bookings that have no location and no meeting link are changed. Past, cancelled and already-located bookings stay as they are.
• No email is sent at that moment, and calendar invitations that were already sent are not updated. The location shows in the bookings' reminder emails.
• Reminder emails show the location through the {{booking.location}} tag. If you customised your reminder template, keep that tag in it (see TidyCal Email Template Variables Reference).

Video Conferencing Setup

Auto-generated meeting links (Zoom, Google Meet, Microsoft Teams) require two things:

1. Individual Plan, Pro, or Agency Plan (Free Plan users see a link reading "Unlock automatic [service] link generation by upgrading" — for example "Unlock automatic Google Meet link generation by upgrading")
2. The corresponding integration must be connected in Integrations.

Google Meet

Google Meet links are created on the Google calendar your bookings are added to — the calendar pinned to the booking type, or your primary calendar (see How to Use Google Meet with TidyCal). If something is missing, the editor names the reason:

• "Connect your Google account to generate Google Meet links."
• "Your Google account is connected, but no calendar is set as your primary calendar yet. Set one to generate Google Meet links."
• "Google Meet links need a Google calendar as your primary calendar. Your primary calendar is on a different account."
• "This booking type adds bookings to a calendar that is not a Google calendar, so no Google Meet link can be created. Choose a Google calendar for it."
• "The Google account for the calendar these bookings are added to needs reconnecting. Until it is, bookings are not added to the calendar and no Google Meet link is created."
• "Round robin bookings are added to the assigned host's primary calendar. At least one host does not have a Google calendar set as their primary, so those bookings will have no Google Meet link."

Zoom

Connect Zoom in Integrations → Video conferences. If it isn't connected, the editor shows "Connect your Zoom account." under the dropdown. See How to Connect Zoom to TidyCal Booking Types.

Microsoft Teams

Connect Microsoft Teams in Integrations → Video conferences. If it isn't connected, the editor shows "Connect your Microsoft Teams account." under the dropdown. See How to Use Microsoft Teams (MS Teams).

Note: You cannot select the same video provider twice per booking type (e.g., two Zoom options). Each video type can only be used once.

Troubleshooting

Video option shows upgrade prompt

• Auto-generated meeting links require the Individual Plan, Pro, or Agency Plan.
• As an alternative, use Custom video link to manually enter a meeting URL on any plan.

Integration not connected warning

• Go to Integrations in the sidebar and connect the required service (Zoom, Google, or Microsoft).
• For Google Meet, bookings must be added to a connected Google calendar: the calendar chosen for the booking type under Advanced → Calendar, or otherwise your primary calendar. Round robin booking types use each host's primary calendar. The red message under the Location dropdown names what is missing (see Google Meet).

Existing bookings don't show the new location

• Bookings keep the location they were booked with. After saving, click Add it to those bookings in the message at the top of the editor.
• No message? It appears only for a single In person/Custom location, Phone number or Custom video link, and only for upcoming bookings with no location. It is not offered for Zoom, Google Meet or Microsoft Teams locations.

Cannot add multiple locations

• Multiple locations require the Individual Plan, Pro, or Agency Plan.
• Contact support@tidycal.com if you have a paid plan and still cannot add locations.

Frequently Asked Questions

Can Free Plan users use video meetings?

Free Plan users cannot auto-generate Zoom, Google Meet, or Teams links. However, they can use Custom video link to manually paste any meeting URL.

Can attendees choose their preferred location?

Yes. When you add multiple locations to a booking type (Individual Plan, Pro, or Agency Plan), attendees can select their preferred option when booking.

What is the default location?

The first location you add is marked as the default. If only one location is set, it is used automatically without showing a selection to the attendee.

Does changing a location update existing bookings?

No. Each booking keeps the location it was booked with. If you add a single In person/Custom location, Phone number or Custom video link to a booking type whose upcoming bookings have no location, TidyCal offers to add it to them after you save (see Adding a location after people have booked).