How can we help?

Before you start

Use an email address you can access. Clearslot sends a verification message during signup and uses the address for account notices.

Your workspace can represent one person or a team. Team membership and booking capacity can be changed later.

Check the account details

1. Sign in and open Settings.
2. Under Account, enter the name shown to colleagues and customers.
3. Choose the time zone used for your schedule.
4. Save the account settings.

Connect the account

1. Open Settings and find Integrations.
2. Select Connect Google.
3. Choose the Google account and approve the requested access.
4. Return to Clearslot and confirm that Google Calendar is marked as connected.

Choose the sync behavior

Use as busy source blocks Clearslot slots that overlap busy events in Google Calendar. Write booking events adds confirmed Clearslot bookings to Google Calendar and keeps supported changes in sync.

External changes are pulled when you open Calendar and when you run a manual sync. A connected calendar does not replace your Clearslot weekly hours or scheduling rules.

Create the page

1. Open Booking Links from the dashboard.
2. Select New booking link, then Meeting.
3. Enter a clear title and duration.
4. Choose the availability schedule that controls its open times.
5. Choose at least one meeting method and add any location details.
6. Save the booking link.

Share it

The Booking Links list has a Copy link action for each page. Anyone with that URL can open the public booking page unless you changed its visibility to private.

Open the link yourself before sending it. Check the title, available times, meeting method, payment choice, and confirmation message.

Edit a schedule

1. Open Availability.
2. Choose the schedule you want to edit.
3. Under Weekly Hours, turn working days on or off and set one or more time blocks for each open day.
4. Wait for the autosaved confirmation before leaving the page.

Use more than one schedule

Create another schedule when different booking links need different hours. For example, consultations can use one schedule while classes use another.

A default schedule applies to links that do not name a different one. If you delete a schedule, links using it fall back to the default schedule.

Add a date override

1. Open Availability and select Date Overrides.
2. Select Add Override.
3. Choose one or more dates.
4. Mark them unavailable or enter custom hours.
5. Choose whether the change applies to one schedule or all schedules.

Review public holidays

Clearslot uses the country in your settings to list public holidays. Holidays block availability unless you turn an individual holiday off.

Team administrators can also manage organization holiday settings and custom company dates.

Available rules

• Buffer before keeps time free before a booking.
• Buffer after keeps time free after a booking.
• Minimum notice stops last-minute bookings.
• Booking window limits how far into the future a person can book.
• Daily and weekly limits cap the number of bookings in those periods.

How the rules combine

A slot appears only when it fits the weekly hours, date overrides, holiday settings, scheduling rules, connected-calendar conflicts, host availability, and any required resource availability.

Changes apply to new availability calculations. Existing bookings stay on the calendar unless you manage them separately.

Change what you see

The Calendar workspace can show your bookings together with calculated availability and external calendar events. Team workspaces can also switch the viewed person, and resource-based businesses can filter by resource.

Calendar layers help explain why a period is open or blocked. They do not change the underlying schedule. Use Availability to edit the rules.

Open a booking

Select a booking to review the guest, time, host, location, answers, payment state, and available management actions. Video bookings show a join action when a meeting URL exists.

Available page types

• Quick invite creates a single-use link for one person and expires after use.
• Meeting supports one-to-one, round-robin, collective, and group meeting patterns.
• Service lets a customer choose a service and an eligible provider.
• Class publishes scheduled sessions with capacity and optional waitlisting.
• Asset books a specific item or an available item from a type.

Changing the type

Choose the page type when you create the booking link. The settings and booking flow depend on that type, so create another link if you need a different booking model.

Meeting methods

A link can offer Google Meet, Zoom, Phone Call, or In Person. If you offer more than one, the guest chooses during booking. Connect Google or Zoom in Settings before relying on automatic video meeting creation.

For in-person meetings, add the address, room or suite, and arrival instructions. Phone Call requires the guest's phone number.

Hosts and assignment

Add bookable workspace members as hosts. Round-robin links assign one available host using the selected rotation method. Collective meetings require the chosen hosts to be available together. Group meetings let more than one guest take the same slot up to the configured limit.

Other controls

You can require host confirmation, enable recurring booking, set cancellation and rescheduling rules, schedule reminders, collect custom answers, and customize the confirmation message. Some controls depend on the current plan.

Build the service list

1. Create or edit a Service booking link.
2. Add each service with its customer-facing name, duration, and price settings.
3. Choose the team members who can provide it.
4. If the service needs a room, chair, or other shared item, choose the required resource type.
5. Review the public page before sharing it.

How a slot is found

Clearslot combines the service duration with provider availability, external calendar conflicts, buffers, limits, and resource availability. If several resources of the required type are free, Clearslot can assign one at booking time.

Set up the class

The class page holds the shared title, description, payment settings, instructors, and optional room or resource. Sessions provide the dates, times, and capacity people can book.

Recurring classes

A recurring class template creates future sessions from its weekday, time, start date, and optional end date. You can also add a one-time session. Cancelling a session marks that occurrence as cancelled while retaining its existing booking records.

Share the URL

Use Copy link from the Booking Links list or the edit page. Test the public URL in a private browser window if you want to see the same state as a new visitor.

Embed on a website

The edit page provides the embed information for placing a booking page on another website. The embed shows the public booking experience. It does not expose the Clearslot dashboard.

Track a channel

Enable channel tracking in Settings, then create global or event-specific channel links. Use a separate channel URL for each source you want to identify, such as a newsletter or social profile.

Choose the right view

• Bookings lists records and can filter upcoming, past, and status groups.
• Today shows recent booking, payment, and system activity together with what is coming next.
• Calendar places bookings on a month, week, or day view.
• Analytics summarizes booking activity for plans that include it.

Search

The Bookings search accepts guest, email, and event text. Clear the search or filters when a known booking does not appear.

Available actions

A booking that requires confirmation can be approved or declined. Confirmed bookings can be cancelled or moved through the reschedule flow. Completed appointments can be marked complete or no-show where those controls are available.

For an in-person payment, a manager can mark the balance paid or unpaid. Online payment and refund status comes from Stripe.

What happens after a change

Clearslot records the change and sends the relevant transactional email. When calendar writing is enabled, supported changes are also applied to the provider event. Paid cancellation behavior follows the booking and refund rules.

Guest access

The management page contains booking and contact details, so its URL should be treated as private. A guest does not need a Clearslot account to use it.

If the policy permits it, the guest can cancel or choose a new time. A booking awaiting host confirmation shows that status until the host responds.

Contact records

The Contacts page lists the name, email, phone number when collected, booking count, and latest booking. Search narrows the list by contact details.

Notes on a contact are for your workspace. They are not shown on the public booking page or sent to the guest.

Exports

Export CSV downloads the current contact data for use outside Clearslot. Treat exported files as customer data and store them accordingly.

Send an invitation

1. Open Organization and select Members.
2. Enter the person's email address.
3. Choose Admin or Member.
4. Send the invitation.
5. Resend or revoke it from Pending Invitations if needed.

Roles

The owner controls the workspace and can transfer ownership. Admins can manage organization settings and members. Members use the scheduling features allowed by the workspace permissions.

Do not remove or demote the last administrator until another member can take over that responsibility.

Groups

Create a group for a department, region, or other operating unit, then add members and choose any group administrators. Groups help scope administration; they do not create booking availability by themselves.

Managed events

A managed event template gives assigned members the same booking-link setup. Locked fields cannot be changed by those members. Use this when a team needs consistent titles, durations, methods, or policies.

Create the inventory

1. Open Spaces & resources.
2. Create types such as Treatment room or Tennis court.
3. Add each real resource and assign its type.
4. Set the resource active and add a description if staff need it.
5. Choose always available or add custom weekly hours and exceptions.

Booking behavior

When a service requires a resource type, the slot is available only if at least one active resource of that type is free. Lower sort-order numbers are preferred when several suitable resources are free.

Resource scheduling rules can add their own buffers, notice, limits, and booking window.

Build the form

1. Open Routing Forms and select New Form.
2. Add a title, description, and URL slug.
3. Add fields and selection options where needed.
4. Mark the necessary fields as required.
5. Enable the form and copy its public link.

Field order

Move fields up or down to control the order visitors see. Use plain labels that make the expected answer clear without relying on placeholder text.

Add a rule

1. Choose a field and operator for the first condition.
2. Enter or select the value to match.
3. Add more conditions if needed and choose whether all or any must match.
4. Choose the booking link, external URL, or custom message used for that result.
5. Set a default destination for every unmatched response.

Test the paths

Open the public form and submit one answer set for every rule plus one that reaches the fallback. A routing form qualifies and redirects visitors; it does not create a booking until the visitor completes the destination booking page.

Complete the connection

1. Open Settings and go to Stripe payments.
2. Select Connect Stripe or Complete setup.
3. Provide the business and payout information Stripe requests.
4. Return to Clearslot and confirm the account is active.

What the connection does

An active connection lets eligible booking links collect online payment. Stripe handles the payment and payout account. Clearslot records the booking's payment state and requests supported refunds when the booking rules call for one.

Stripe processing fees are separate from Clearslot pricing. Clearslot does not add a booking commission.

Payment modes

• No payment lets the customer book without a payment balance.
• Pay online requires Stripe payment before the booking is confirmed.
• Pay in person tracks the amount due for collection at the appointment.
• Customer chooses lets the customer pick online or in-person payment.

Price and currency

Set the amount and supported presentment currency on the booking link. Check the public page after saving so the price and payment choices are clear before the customer selects a slot.

Free and paid capacity

The free plan includes one active booking link. Paid capacity is based on bookable people and assets in the workspace. The public pricing calculator can estimate the monthly total before you change the plan.

Billing portal

When the workspace has a Stripe billing customer, the billing controls can open the hosted portal for supported payment-method, invoice, and subscription actions. Clearslot shows a warning in Settings when a subscription payment needs attention.

Change the email address

1. Open Settings and find the sign-in email section.
2. Enter the new email address and request a confirmation code.
3. Enter the six-digit code sent to the new address.
4. Use the new address the next time you sign in.

Change the password

Enter the current password and a new password under Password & security. Changing the password signs out other active sessions. If an external identity provider manages the account, some credential changes may need to be made with that provider.

Use Zoom on a booking link

1. Connect Zoom in Settings.
2. Create or edit a Meeting booking link.
3. Under How you'll meet, select Zoom.
4. Save the link and make a test booking.

Disconnecting

Disconnecting Zoom stops Clearslot from creating new Zoom meetings. Review booking links that still offer Zoom and choose another meeting method before sharing them again.

Keep the public page recognizable

Use the business name and visual settings customers already know. Preview more than one booking link because titles, services, classes, and location details can change the amount of content around the brand elements.

Brand controls depend on the current plan. The Settings page marks controls that require paid branding.