Editing Scheduling Pages

Users can manage the configuration of individual scheduling pages by selecting the edit action option within the actions associated with a Scheduling Page. 

Upon selecting the “edit” action link, a modal will be presented to the user with the following settings categories:

  • Event Info
  • Calendars
  • Opening Hours
  • Booking Flow
  • Reminders
  • Custom Fields
  • Page Styles

Each section and its unique settings and attributes are outlined below. 

Event Info

Within the event info page, users can update the core information that drives the configuration of available time slots on a scheduling page. 

  • Event Title - The title of the event. Booked events show up on both the organizer and attendee calendars.
  • Event Template Title - Templatized title of the event. Use this to programmatically create even titles using template variables such as ${duration} and ${invitee}. Example:
    • ${duration} minute event with "Acme, Inc." and ${invitee}
  • Location - Location of the event. This is a text field and can also be a physical address or a video conference link.
  • Duration - The length in time of the event.
  • Minimum Booking Notice - The minimum amount of time in the future for planning the event.
  • Minimum Cancel Notice - The minimum amount of time necessary for an attendee to cancel before the event starts.
  • Future Limit - The amount of time into the future for booking events.
  • Buffer Time - The minimum amount of time between booking events.
  • Cancellation Policy - Attendees receive this message if trying to cancel the event. Attendees are asked to give a reason for cancellation.

Availability and Confirmation Calendars

On the Calendars tab, Organizers can specify the calendar to check when finding available times for an attendee to book. By default, the scheduling page uses the default calendar in your connected email account.


When looking for additional customization and options, select the “advanced option” to check availability across multiple calendars. 

When specifying multiple calendars, the organizer must have the time slot available across every calendar in order for an attendee to view it on the Scheduling Page.

Organizers can also choose to book the meeting on a calendar that is separate from where availability is checked in the advanced settings section.


Opening Hours

The Opening Hours tab allows a user to set the default timezone for display on the Scheduling Page. The timezone will be defaulted based on your browser’s detected settings and can be adjusted as needed. 



This section also has the setup for available open hours when an attendee is trying to book a meeting. By default, the available hours are set to 9:00 AM to 5:00 PM Monday through Friday. You can select individual opening hours by day to ensure that you are prepared and can control the types of events that are added to your calendar. 


Booking Flow

In the Booking Flow tab, Organizers can decide the booking actions as well as direct attendees to a specified page.

  • Automatic Booking - Attendees can instantly book an event with an Organizer without further confirmation. When this is selected this behaves as if all individuals have accepted the meeting. 
  • Manual Booking - Manual requires the Organizer to approve the booking via email notification. This will create a meeting request on you calendar which you can then either confirm or deny.
  • Hosted Page - Show the attendee the standard thank you page after the event is booked.
  • Custom Page - Redirect the attendee to a link of your choice.


Meeting Reminders

Organizers in the Reminders tab can create email reminders for upcoming meetings up to 30 days in advance and as late as 15 minutes before the event. 


To create a reminder select the “Add Reminder” button. 


Upon selection, you will be able to select the length of time prior to the event that you want the reminder to be triggered. 


You can also choose who receives these reminders. This can be the organizer, the attendees, or everyone.


Enter an email subject for your reminder to customize what attendees will receive based on the designated time prior to the event. 

Select the “Create” button to add the reminder to your scheduling page. 

Note that you can have multiple reminders for the same event to drive attendance rates. 


Custom Fields

In the Custom Fields tab, you can enable meeting organizers to request additional information from an attendee other than the required name and email address.

When creating a custom field, the organizer must set the following details in the Schedule Editor:

  • Label - The label is visible to attendees that are booking a meeting.
  • Type - One of text, multiline, email, phone, number, dropdown, checkbox.
  • Required - Whether or not this field must be filled out to book a meeting.

These types of fields are supported.

  • Text - Single line text input.
  • Multiline - Multi line text input.
  • Email - An email. This custom field validates that the email is a valid address.
  • Phone - A phone number. This custom field validates that the phone number is a valid.
  • Number - A number. This custom field validates that the number is a valid.
  • Dropdown - Dropdown to select a single item from a list.
  • Checkbox - Checkbox for a specific value.

To add a custom field select the “add field” button below the standard name and email fields. 


Upon selection, you can add a name to the label input to customize what type of information you are requesting. 


Select a field type from the dropdown to designate the type of information you wish to gather. 


You can optionally set the field as a required input that an attendee must fill out prior to being able to successfully book time with you. Once you have configured the field, select the “Save” button to add the field to your scheduling page. Note that changes will only take effect after you select the ‘save and exit” button. 


Page Styles

Organizers can update the look and feel of the Scheduling Page through the Schedule Editor. The available customizations include:

  • Company Name
  • Company Logo - upload a custom logo per Scheduling Page
  • Custom Page Slug - this is the text appended to the Scheduling Page URL. Example of slug in blue:
    • https://schedule.nylas.com/john-doe-30min
  • Theme Color - set the color used on page UI elements (i.e. buttons and links).
  • Submit Button label - Override the default “Submit” label on Scheduling Pages.
  • Thank you message - customize the message shown to users after booking a meeting.


Once you have configured the styling of the scheduled page, you can select the “save and edit” button to close the modal and commit all of the new changes to your scheduler page. 


Was this article helpful?