Carepatron

To schedule appointments or share your booking link, set up your locations, services, and availability first.

<a href="#h_13c1009414">Set up a location</a>

<a href="#h_ee969d99cc">Set up services</a>

<a href="#h_f1a6f7ee37">Set up your availability</a>

<a href="#h_67194d46a1">Start scheduling</a>

1. <a href="#h_13c1009414">Set up a location</a>
2. <a href="#h_ee969d99cc">Set up services</a>
3. <a href="#h_f1a6f7ee37">Set up your availability</a>
4. <a href="#h_67194d46a1">Start scheduling</a>

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Add every location where you conduct appointments — virtual or physical.

Go to Settings &gt; Scheduling &gt; Locations.

1. Go to Settings &gt; Scheduling &gt; Locations.
2. Click + New location.
3. Enter the location details and save.
4. Repeat for each additional location.

<a href="https://help.carepatron.com/en/articles/6381807-add-office-or-virtual-location">Learn more about setting up locations.</a>

Go to Settings &gt; Scheduling &gt; Services.

Fill in the service details and set your online booking preferences.

1. Go to Settings &gt; Scheduling &gt; Services.
2. Click + New.
3. Fill in the service details and set your online booking preferences.
4. Repeat for each service.

<a href="https://help.carepatron.com/en/articles/6381694-add-or-customize-services-and-products">Learn more about adding services</a>.

Configure the hours when clients can book appointments with you.

Go to Settings &gt; My Profile &gt; Availability.

1. Go to Settings &gt; My Profile &gt; Availability.
2. Click Edit.
3. Adjust your available hours.
4. Click Save.

<a href="https://help.carepatron.com/en/articles/6844545-managing-your-availability">Learn more about setting up your availability.</a>

With your setup complete, you can share your booking link or create appointments directly.

Select the Team and Services the link applies to.

Copy the link and share it with your clients.

1. Go to Calendar.
2. Click Booking in the top right.
3. Select the Team and Services the link applies to.
4. Copy the link and share it with your clients.

Complete the appointment form, including all required fields.

1. Go to Calendar.
2. Click + New in the top right.
3. Complete the appointment form, including all required fields.

You can also embed the booking link as a button on your website.

<a href="https://help.carepatron.com/en/articles/9829655-appointments-and-calendar-event-types"> Learn more about different appointment and calendar event types.</a>

Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.

How can I set up my schedule and availability?

Getting started with scheduling

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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Getting started with scheduling

Set up a location

Set up services

Set up your availability

Start scheduling

Share your booking link

Create an appointment manually