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Native booking system for consultation appointments

The Native Booking System lets you take consultation bookings inside your platform. The trainer sets their available times, and students book an appointment from these times.

To see the steps to create a new consultation, go to the article: How to create an appointment.

Set up a consultation with the native booking system​

In the consultation form, choose Native Booking System (Beta) from Booking Type. More fields show up that you must set:

  • Assign Faculty: a list of your staff members. Choose the trainer who runs the consultation.
  • Duration (minutes): how long the consultation lasts.
  • Buffer Time (minutes): the time between one consultation and the next.
  • Max Bookings per Day: how many consultations are allowed each day.
  • Meeting Link: the meeting link for the consultation. If you leave it empty, the platform uses a default link.

The native booking system fields in the consultation form

Note

With the native booking system, the trainer must set their availability first, before the consultation can accept any booking.

Set availability for consultations (for trainers)​

  1. On the platform, choose Dashboard from the top menu.

  2. From the side menu, choose Consultation Availability.

  3. In the Weekly hours section, click the ( + ) icon next to the day you want to add a time to.

    The My Consultation Availability page with the days of the week and the add icon

  4. Choose the Start Time and End Time.

  5. Turn on the Active option.

  6. Click Create Availability to save the time.

    The add availability window with the start time, end time and Active option

You can also use the Create Bulk Availability button to set many days at once, and choose a ready-made time template.

The Create Bulk Availability window with the day and template choices

Edit or delete availability​

  • To edit an available time: click the pen icon, then click Update Availability.
  • To delete an available time: click the trash icon. You can't delete a time that has upcoming bookings.

The edit and delete icons next to an available time

Follow bookings​

The trainer can open the Bookings page from the side menu to see the booked appointments. With the View Details button, they can:

  • Reschedule the appointment.
  • Cancel Booking.

The bookings page with the list of appointments and the View Details button

The booking details with the Reschedule and Cancel Booking buttons

Notifications when a booking is made​

When a student books a consultation appointment, the platform automatically sends:

  • An email with the booking details.
  • A notification inside the platform about the new booking.