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Scheduling

How to Set Up Online Booking & Scheduling

Create event types, control your availability, share your booking link, and automate what happens after a client books — your TrustPager scheduling page, end to end.

Get your TrustPager scheduling page live so clients can book time with you directly — no Calendly, no back-and-forth emails, no double bookings.

Create an event type

Event types define what someone can book — a 30-minute discovery call, a 60-minute site visit, a 15-minute follow-up. Each event type has its own length, location (in-person, phone, video link), buffer time before and after, and the form fields a client fills in when they book.

Head to Scheduling → Event Types and create your first one. Give it a clear name (this is what the client will see), set the length, and pick whether you want the booking confirmation email and reminder SMS to fire automatically.

Control your availability

Connect your Google Calendar so TrustPager knows when you're free — busy time on your calendar blocks new bookings automatically. Then set the working hours when bookings can land — e.g. Mon–Fri 9am–5pm. You can have different hours per event type.

Share your booking link

Every event type has its own public URL. Drop it in your email signature, your website's "Book a call" button, or send it directly to a contact from inside their record. When they book, the opportunity, contact and booking activity all link up automatically inside your CRM.

Automate what happens after a booking

Once a booking lands you can fire automations — send a confirmation email, create a task for prep, push a webhook to your accounting tool, or notify the rep on Slack. Wire it up under Automations with the booking created trigger.

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June 2026
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