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8 min readAdvancedAdmin

Self-service booking — setup (admins)

A customer pays and receives a personal link to pick a slot in their rep's calendar.

This isn't an open booking page: after payment, the payment provider notifies CloseUp and the customer gets a personal, single-use link.

Open in CloseUp

Steps

  1. 01

    Open it

    Control panel›Booking›New meeting type

    Control panel → Booking → New meeting type.

  2. 02

    Meeting details

    Name, colour, duration (5 min to 12 h), Location (video / phone / in person) and Description.

  3. 03

    Availability

    • Date range — how many days ahead.
    • Weekly hours — Add time range, Copy hours to other days.
    • Booking calendar: Internal calendar or Connected Google / Outlook.
    Note: The internal calendar checks only CloseUp meetings and creates no video link.
  4. 04

    Limits and fields

    • Limits & gaps: buffers, minimum notice, max per day.
    • Required fields: name and email always, plus extras.
  5. 05

    Rep assignment

    Meetings land on the lead's rep's calendar. Set a Default rep for leads without one.

    Note: Reps without a connected calendar — their customers can't book.
  6. 06

    Payment and bot

    • Payment provider connection — copy the webhook URL into the provider.
    • Send the link via bot (ManyChat) — API key → link field → flow.
    • After booking — confirmation, summary on the lead, and an automatic follow-up after an hour without progress.
    Tip: The confirmation flow/field must differ from the link flow/field.

Questions

Can customers reschedule or cancel themselves?

No — the confirmation page asks them to contact you.

What does the customer see?

A monthly calendar → pick a time → details → Book the meeting → "Meeting booked" with Add to Google Calendar.