Online appointments — overview

Online appointments let you sell and deliver services that don't require the customer to come to your premises. Mortgage brokers, lawyers, coaches, accountants, IT consultants, mental-health practitioners, tutors — anyone whose work happens over a video call.

The feature ships off by default. When it's on, every virtual booking gets a meeting link auto-attached and surfaced everywhere the customer needs it: the confirmation email, the reminder email, the booking SMS, the customer portal, and the calendar invite (.ics) Apple Calendar / Google Calendar / Outlook know how to render with a "Join" button.

Turning it on

Go to Settings → Booking → Online Appointments and toggle it on. A "Meeting Link Provider" dropdown appears under it. Pick how you want links to be generated — see the next guide for the trade-offs.

Marking a service as online

After the feature is on, every service edit form gets a Delivery dropdown:

• In person — the default. Customer comes to your address.
• Online (virtual) — only available remotely. The booking flow hides the location picker.
• Both — customer picks at booking — gives the customer a small toggle on the booking page to choose.

You can mix and match across your service catalogue: a mortgage broker might offer "First-home consultation" as Both, "Document signing" as In person, and "Refinance review" as Online only.

What customers see

A virtual booking shows a 🎥 Online badge on their bookings list and a primary-coloured Online Meeting panel on the detail screen with:

• A big "Join Meeting" button
• The full URL (so they can copy it)
• The meeting password if your provider sets one
• Any extra notes (dial-in numbers, etc.)
• A "Copy link" shortcut

The same link goes out in:

• The booking confirmation email + SMS
• All reminder messages (3 days before, day before, same day)
• The .ics calendar attachment so calendar apps render a native "Join" button

What if there's no link yet?

If you're using the Manual provider mode (you set the link per-booking), or your provider integration fails for any reason, the booking still goes through. The customer sees "Meeting link will be added soon" in their portal, and the admin booking detail dialog gets a yellow Not set badge so you know to fill it in. Once you add the link and tick Notify customer, the updated email + SMS go out with the link.