How to set up booking for appointment offers
Connect a calendar, create an appointment-based offer, and test free or paid booking flows.
How to set up booking for appointment offers
Use this guide when the next step is not just "buy now" but "pick a time."
Before you start
- Your offer should use appointment-style fulfillment.
- You should know whether the appointment is free to book or paid before confirmation.
Steps
- Connect the calendar you want RevMozi to use for availability.
- Create or update the offer so its fulfillment is appointment-based.
- Confirm the booking settings point to the correct calendar connection.
- Confirm the reschedule and cancellation policies match how you want to handle late changes.
- Publish the public booking flow or link it from your page.
- Test slot availability from the buyer view.
- Complete one booking and confirm the appointment appears in RevMozi and on your calendar.
- If the appointment is paid, also confirm payment created the enrollment and lifecycle change.
Reschedule and cancellation links
After a booking is confirmed, RevMozi adds secure appointment links to the booking confirmation email:
- Reschedule lets the attendee pick another available time without contacting you.
- Cancel lets the attendee cancel from the same appointment-management page.
Those links follow the policy you set on the offer. If late cancellation forfeits the session, the page asks the attendee to confirm before cancelling.
Calendar behavior
For Google Calendar-backed bookings, RevMozi keeps the same calendar event when an attendee reschedules. That means the invite updates in place for both you and the attendee.
If you move or cancel the event directly in Google Calendar, RevMozi listens for the calendar change and updates the appointment record so Playbooks and CRM state stay aligned.
What happens next
After a booking, RevMozi can:
- log the appointment event
- send reminders through playbooks
- send reschedule and cancellation confirmations
- notify the host when an attendee changes the appointment
- send no-show rebook links when your policy allows recovery
- branch differently for completed, cancelled, or missed appointments
Common use cases
- Free consult before a high-ticket sale
- Paid strategy session
- Multi-session service package
Related guides
How to connect payments and confirm checkout
Connect your payment provider, attach pricing to an offer, and verify that checkout changes CRM state correctly.
How to connect Stripe or Razorpay
Connect one payment provider to your workspace and prepare the webhook details RevMozi needs for real checkout behavior.