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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

Quick startGet from signup to a live booking page in five steps — set availability, create a meeting type, connect your calendar, and share your link.Read guide →

Availability

Setting your availabilitySet your working hours, buffers, daily meeting limit, and blocked dates so your booking page only offers slots that work for you.Read guide →

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 — accepted or opted out — 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 →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 paidHow to charge for meetings on Your Day Schedule — connect Stripe or Square, set a price on 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 →

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, and follow-up emails.Read guide →Meeting prep & dossiersAutomatic AI briefs for external calendar meetings, the pre-meeting alert, the Up next card, and person dossiers built from your meeting history.Read guide →

Integrations

Connect your calendarConnect Google, Outlook, or iCloud — two-way sync so your external events block your availability and bookings appear on your calendar. Add extra Google/Outlook accounts whose busy times also block your slots.Read guide →Outlook: admin approvalFix the Microsoft "Need admin approval" screen when connecting Outlook — what it means, the two ways an IT admin can approve Your Day Schedule, and exactly which permissions the app requests.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 →ZapierConnect Zapier with one Catch Hook URL and react to booking.created, booking.rescheduled, booking.cancelled, client.created, and payment.received events in 7,000+ apps.Read guide →

Account & privacy

Export your dataExport 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 →