# Set your availability and take bookings — Stacks Features

> Set your weekly working hours in Stacks, create a booking type, and share one link so customers can schedule themselves. Free scheduling with calendar invites and auto-created video rooms.

Markdown version of https://stackscrm.com/features/set-availability-take-bookings — append `.md` to any page URL on this site (homepage: https://stackscrm.com/index.md). Index: https://stackscrm.com/llms.txt · Full site in one file: https://stackscrm.com/llms-full.txt

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#### Getting started

- [Create your account](https://stackscrm.com/features/create-account-set-up-workspace)
- [Invite your team](https://stackscrm.com/features/invite-team-set-roles)
- [Your dashboard, explained](https://stackscrm.com/features/dashboard-tour)

#### CRM

- [Import your contacts](https://stackscrm.com/features/import-contacts)
- [Add a contact](https://stackscrm.com/features/add-contact)
- [Organize with tags](https://stackscrm.com/features/organize-contacts-with-tags)
- [Manage your pipeline](https://stackscrm.com/features/manage-sales-pipeline)
- [Add custom fields](https://stackscrm.com/features/add-custom-fields-to-contacts)
- [Capture leads with a form](https://stackscrm.com/features/capture-leads-web-form)
- [Export your contacts](https://stackscrm.com/features/export-contacts)

#### Email marketing

- [Send a campaign](https://stackscrm.com/features/send-email-campaign)
- [Set up a drip sequence](https://stackscrm.com/features/email-drip-sequence)
- [Grow your list](https://stackscrm.com/features/grow-email-list-opt-in-forms)

#### Reviews

- [Request a review](https://stackscrm.com/features/request-customer-reviews)
- [Reply to reviews](https://stackscrm.com/features/reply-to-reviews-with-ai)
- [Add the reviews widget](https://stackscrm.com/features/add-reviews-widget)

#### Invoicing

- [Create an invoice](https://stackscrm.com/features/create-and-send-invoice)
- [Send an estimate](https://stackscrm.com/features/send-estimate-quote)
- [Get paid online](https://stackscrm.com/features/payment-links)
- [Recurring invoices](https://stackscrm.com/features/set-up-recurring-invoices)
- [Expenses & profit](https://stackscrm.com/features/track-expenses-and-profit)
- [Projects & billable time](https://stackscrm.com/features/bill-project-time)
- [Ask AI about your numbers](https://stackscrm.com/features/ask-ai-financial-questions)

#### Scheduling

- [Set your availability](https://stackscrm.com/features/set-availability-take-bookings)
- [Create an appointment type](https://stackscrm.com/features/create-appointment-type)
- [Share your booking link](https://stackscrm.com/features/share-embed-booking-link)

#### Support

- [Manage support tickets](https://stackscrm.com/features/manage-support-tickets)

#### Tasks & time

- [Create & manage tasks](https://stackscrm.com/features/create-manage-tasks)
- [Track & bill time](https://stackscrm.com/features/track-and-bill-time)

#### AI & automation

- [Turn on AI](https://stackscrm.com/features/turn-on-ai)
- [Build an automation](https://stackscrm.com/features/build-an-automation)

#### Connecting your tools

- [Connect Stripe](https://stackscrm.com/features/connect-stripe-payments)
- [Connect email provider](https://stackscrm.com/features/connect-email-provider)
- [Connect Twilio (SMS)](https://stackscrm.com/features/connect-twilio-sms)
- [Google Business Profile](https://stackscrm.com/features/connect-google-business-profile)
- [Email deliverability](https://stackscrm.com/features/email-deliverability-spf-dkim-dmarc)

#### Workspace and additional guides

- [Review agent approvals](https://stackscrm.com/features/review-agent-approvals)
- [Manage companies](https://stackscrm.com/features/manage-companies)
- [Import from another CRM](https://stackscrm.com/features/import-crm-records)
- [Manage email templates](https://stackscrm.com/features/manage-email-templates)
- [Manage appointments](https://stackscrm.com/features/manage-appointments)
- [Set up standing appointments](https://stackscrm.com/features/recurring-appointments)
- [Review feedback reports](https://stackscrm.com/features/review-feedback-reports)
- [Create review story images](https://stackscrm.com/features/manage-review-stories)
- [Configure customer reviews](https://stackscrm.com/features/configure-reviews)
- [Manage workspace settings](https://stackscrm.com/features/workspace-settings)
- [Manage the product catalog](https://stackscrm.com/features/manage-products)
- [Configure email alerts](https://stackscrm.com/features/configure-email-alerts)
- [Use API keys and MCP](https://stackscrm.com/features/api-and-mcp-access)
- [Read API activity](https://stackscrm.com/features/api-activity)
- [Connect incoming lead webhooks](https://stackscrm.com/features/connect-lead-webhooks)
- [Manage billing and AI credits](https://stackscrm.com/features/manage-billing-and-credits)
- [Read workspace activity](https://stackscrm.com/features/workspace-activity)
- [Request help from Stacks](https://stackscrm.com/features/request-platform-help)
- [Triage platform requests](https://stackscrm.com/features/platform-request-triage)

[Features](https://stackscrm.com/features) › [Scheduling](https://stackscrm.com/features#scheduling) › **Set your availability & take bookings**

# How to set your availability and take bookings

Scheduling · about 4 min · updated Aug 2026

Stacks turns your calendar into a self-serve booking page. You tell it which hours you work, create a booking type or two, and share a link — your customers pick an open slot, enter their details, and they're booked. Every booking lands in your CRM automatically, and it's free on every plan.

## Before you start

- Scheduling is one of the **built-in Stacks tools** — it's free, with no add-on to buy and no limit on appointment types or bookings.
- Setting your working hours is open to **admins, managers and team members**. Creating and publishing **booking types** is an admin or manager action.
- Optional but worth doing first: **connect an email provider** in Settings, so confirmation emails and calendar invites go out to guests automatically.

## Step by step

1. **Set your weekly working hours.** In the left menu go to **Scheduling → Availability**. Stacks starts you off with **Monday–Friday, 9:00 AM–5:00 PM** (weekends off). Tick the **Available** box for each day you take appointments, adjust the **Start** and **End** times, then click **Save Working Hours**.
2. **Block off specific dates (optional).** Under **Date Overrides**, choose a date and leave **Block entire day** checked for a holiday or day off — or uncheck it to set *custom hours* just for that one date. Add a reason like "Holiday" if you like, then click **Add Override**. You can add one override per date, and remove it anytime.
3. **Create an appointment type.** Go to **Scheduling → Appointment Types** and click **+ New Type**. Give it a clear **name** (e.g. "30-Minute Intro Call"), pick a **duration** (anywhere from 15 minutes to 2 hours), add a short **description** for the booking page, and choose a **color**.
4. **Choose who takes it and set your rules.** Assign the type to a **specific person** (only their hours are offered) or leave it on **"Anyone on the team"**, and Stacks auto-assigns whoever's free. Optionally add a **buffer** between bookings, a **minimum notice**, and a **max per day**. You can also attach a **video meeting** — a free auto-created room, or your own Zoom / Meet / Teams link — and pick **intake questions** to ask at booking.
5. **Publish and share your booking link.** Keep **Active** and **Public** checked and click **Create**. Back on the Appointment Types list, click your **Booking URL** to copy it (or grab the **embed code** for your website). Share it — customers choose a date, see your open slots, pick a time, fill in their details, and land on a "You're booked!" confirmation.

💡

**It's free.** Unlimited appointment types, unlimited bookings, universal calendar invites, and free auto-created video rooms are all included on every plan. The one optional extra that's paid is **text-message (SMS) confirmations & reminders** — those need either your own Twilio connection (any plan) or the AI Pro managed texting, where enabled by the platform. Email confirmations are always free.

## Good to know

- **Bookings feed your CRM.** Each booking finds-or-creates the customer's **contact** by email and opens a **deal** in your default pipeline — so scheduling and your CRM stay in sync without extra work.
- **A 60-day window.** Customers can book up to **60 days ahead**. Past dates and anything beyond 60 days are greyed out on the calendar.
- **Slots follow the length.** Stacks offers back-to-back openings the size of the appointment — a 30-minute type shows 9:00, 9:30, 10:00… — and hides any slot that's already booked, inside your buffer, or too soon under your minimum-notice rule.
- **No double-bookings.** If two people try to grab the same time at once, only the first is confirmed; the second is told the slot was just taken.
- **Times in your timezone.** Openings are shown in your **business timezone** (set in Settings). Each guest's own timezone is detected in their browser and saved with the booking.
- **Calendar invite included.** Once an email provider is connected, the guest gets a confirmation with a universal **.ics** calendar file, and you get a "new booking" notification.

## Frequently asked

How do customers find my booking page?

Every public appointment type gets its own **booking URL** and an **embeddable widget**, both on the Appointment Types page. Share the link directly, or drop the widget onto your website.

Can different team members have different hours?

Yes — each teammate sets their own working hours from the Availability page, and an **admin** can set anyone's by switching **"Viewing availability for"** at the top. Assign a type to one person to use only their availability, or to **"Anyone"** to pool the whole team and auto-assign whoever's free.

Do I have to take payment to accept a booking?

No. **Payment at booking** is optional — turn on a deposit or full payment only if you've connected your own Stripe. Without it, bookings are simply free to make.

Was this helpful?

## Related articles

[Create an appointment type →](https://stackscrm.com/features/set-availability-take-bookings) [Block off holidays & days off →](https://stackscrm.com/features/) [Embed a booking widget on your site →](https://stackscrm.com/features/set-availability-take-bookings) [Import your contacts →](https://stackscrm.com/features/import-contacts)

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