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Step-by-step guides for setting up your booking pages, getting paid, connecting your tools, and everything in between.
Getting started
Availability
Booking pages
Meeting types & booking linksCreate a meeting type (duration, location, price), set your booking-page username, and share the direct link clients use to schedule with you.Read guide →Embed your booking pageFind and copy the embed code for your full booking page or one meeting type, then add it to your website.Read guide →Recording consentShow clients a transcription notice before they book, with an optional opt-out. Booking is never blocked, and either outcome is saved as evidence.Read guide →Reminder emailsHow meeting reminders work — email timing (24h, 1h, optional 10-minute), customizing subject and message with variables, and which channels are supported today.Read guide →
Scheduling tools
Meeting pollsCreate a meeting poll, share the voting link, read the tallies, and finalize the winning time into a confirmed booking with every voter invited.Read guide →Activity bookings (classes & tours)Turn on Activity bookings, set max attendees per slot and a minimum party size, and sell classes, tours and private hires where guests book several seats at once.Read guide →Waitlist & cancellation rulesTurn on a waitlist so clients can queue for fully-booked days and get emailed when a spot opens, and set cancellation/reschedule cutoffs per meeting type.Read guide →Team & round robinInvite team members, let them accept the invitation, and route a meeting type round-robin across hosts — combined availability, automatic assignment.Read guide →
Payments
Getting paidCharge for meetings on Your Day Schedule — connect Stripe or Square, price any meeting type and get paid out to your bank. Fees, payouts and refunds explained.Read guide →Appointment packagesCreate prepaid appointment packages, choose eligible meeting types and expiration, share public or private sales links, and understand credit redemption.Read guide →
Clients
Client portalWhat clients see in their portal — upcoming meetings, self-serve reschedule and cancel, shared files, package credits, and recaps — and how they get their link.Read guide →Daily Flow work cardsDaily Flow cards, automatic meeting links, task suggestions, attention alerts, and meeting prep. You approve proposed stage and task changes.Read guide →
AI tools
Daily AI assistantWhat Daily can see, what it can do, and how in-chat approval works — book meetings, reschedule, add tasks, block time, and change availability by asking.Read guide →Meeting recorder & recapsUse the AI meeting listener — live transcription and catch-up recaps, AI summaries, action items, follow-up emails, and a per-client memory that carries across meetings.Read guide →Meeting prep & dossiersOn-demand AI prep briefs, the quietly refreshing Up next card, Daily Flow context, and person dossiers built from your meeting history.Read guide →
Integrations
Connect your calendarConnect Google, Outlook or iCloud for two-way sync — outside events block your availability, bookings land on your calendar, extra accounts block slots too.Read guide →Outlook: admin approvalFix Microsoft's "Need admin approval" screen when connecting Outlook — what it means, how an IT admin approves Your Day Schedule, and what it asks for.Read guide →ZoomHow to add, use and remove the Your Day Schedule app for Zoom — connect your account, get a Zoom link on every booking, and fix common issues.Read guide →HubSpotHow to connect HubSpot to Your Day Schedule, exactly what syncs (contacts, meetings, notes, transcripts), what your clients are told, and how to disconnect.Read guide →SalesforceHow to connect Salesforce, what syncs to contacts, events and task notes, what never leaves Your Day Schedule, and how to disconnect.Read guide →ZapierConnect Zapier with one Catch Hook URL and react to booking, client and payment events — created, rescheduled, cancelled, paid — in 7,000+ apps.Read guide →
Account & privacy
Import & export dataImport clients from a CSV file, and export your client list and booking history as spreadsheet-ready CSV files.Read guide →Delete your accountHow to permanently delete your Your Day Schedule account, what data is removed, how clients with upcoming bookings are notified, and what to check first.Read guide →