Booking Links
Create a personal scheduling page that prospects, candidates, or customers can use to book time with you directly.
Booking Links
A booking link is a public page (workestra.app/book/<slug>) where anyone can pick a meeting slot from your availability — without needing a Workestra account. It's the equivalent of a Calendly link, but the booking lands directly inside Workestra: the attendee becomes a CRM contact, the slot becomes a calendar event, and (optionally) a CRM deal is created in one step.
Screenshot needed — /book/<slug> page showing the slot picker
Creating a booking link
Path: /settings/booking-links → Create link.
Each link has these settings:
Identity
| Field | What it does |
|---|---|
| Title | Public-facing name, e.g. "30-minute intro call" |
| Description | Optional — shown on the public page above the slot picker |
| Slug | URL fragment (/book/<slug>). Auto-derived from the title; overrideable. Lowercase letters, numbers, dashes |
Availability rules
| Field | What it does |
|---|---|
| Duration | How long each slot is, in minutes (default 30, max 480) |
| Buffer before | Minutes blocked off before each meeting — keeps slots from butting up against the previous one |
| Buffer after | Minutes blocked off after each meeting |
| Min notice | Minimum hours ahead a slot must be — prevents same-day bookings if you don't want them |
| Max days ahead | How far in advance someone can book (default 30 days) |
| Timezone | The host's timezone — slot generation is computed against this. Auto-detected from your browser on first setup |
| Weekly hours | One or more time windows per weekday (09:00–12:00, 13:00–17:00). Days you don't enable are unavailable |
Calendar integration
| Field | What it does |
|---|---|
| Calendar provider | None, Google, or Microsoft. Picks which connected calendar to consult for free/busy and to write the confirmed event into. See Google Calendar and Microsoft 365 Calendar. |
| Auto-generate meeting link | When set, every confirmed booking gets a Google Meet (Google provider) or Microsoft Teams (Microsoft provider) link inserted into the event automatically |
CRM behavior
| Field | What it does |
|---|---|
| Auto-create deal | When a stranger books, a CRM contact is found-or-created, then a CRM deal is created and linked to the calendar event |
| Default deal stage | Stage the new deal lands in (e.g. "New leads") |
| Default deal value | Optional — pre-set monetary value on auto-created deals |
Sharing your link
Once the link is active, share https://workestra.app/book/<slug> anywhere — email signature, LinkedIn, your website, a button in an outbound sequence. There's a copy-to-clipboard button next to each link in the settings page.
If you'd rather embed the booking flow directly into your marketing site instead of linking out to Workestra, every booking link has an embed configuration page at /settings/booking-links/<id>/embed. See Embed Widget for the full how-to.
The public page does not require authentication. Anyone with the URL can see your availability and book a slot, subject to your max-days-ahead and min-notice rules. The embed widget adds a per-link domain whitelist on top — useful if you want only specific sites to be able to iframe.
Disabling a link
Use the Active toggle on /settings/booking-links. While disabled:
- The public URL returns "this link is no longer active"
- Existing meetings already on it are unaffected
- Re-enabling restores the page instantly — same slug, same settings
Deleting a link
Permanent. Existing meetings booked on it remain in your calendar (they're full rows in scheduling_calendar_events, not derived data), but the public page returns 404 and the slug becomes available for reuse.
Behind the scenes
When someone books a slot, Workestra:
- Re-computes availability for the exact requested slot (race-condition guard — if two people clicked at the same time, only one wins)
- Validates the pre-meeting form, if you've enabled one
- Picks the host (you for personal links, the next rep in rotation for round-robin)
- Creates a CRM contact (find-or-create by email) and optionally a CRM deal
- If Google Calendar is connected: creates the calendar event with the attendee invited, plus a Meet link if you've enabled that
- Sends a confirmation email to the attendee with an
.icscalendar attachment - Sends a notification email to you, the host, with the same
.ics - Schedules the 24h-out reminder
If any non-essential step fails (e.g. Google Calendar is rate-limited, or CRM deal creation hits a snag), the booking itself still succeeds — the failure is logged but doesn't bubble up to the attendee.
Read next
- Round-Robin — share one link across a team
- Pre-Meeting Forms — gate the slot behind form fields
- Embed Widget — embed the booking flow on your own site
- Calendar Dashboard — see everything booked across all your links