How do I create a booking page and session types?

A session type is one kind of meeting you offer, such as a discovery call or a consultation. Each one has its own booking page, where clients pick a time when you’re free.

Before you start

You need the Core plan or the Growth plan and Google Calendar connected. Visualist checks your calendar so clients only see times you’re free, adds each booking to it, and makes the Google Meet link.

Create a session type

1. Open Bookings. Open Business Center from the rail, select Toolkit, find Bookings, and select Open. If Bookings isn’t set up yet, select Set up with Vai and Vai walks you through it.
2. Connect Google Calendar. If Bookings shows Connect Google Calendar, select Connect and allow access.
3. Start a session type. On Session types, select New session type.
4. Describe the session. Under What, set the Name, Duration, Location, Description, and Booking link.
5. Set your hours. Under When, turn on each day you’re available and set its hours. Choose the Buffer between sessions, Booking horizon, Minimum notice, and Cancellation window.
6. Add your questions. Under Questions, select Add question for anything you want to ask when a client books.
7. Set confirmation and reminders. Write the Confirmation message, and keep Send email reminders on if you want them.
8. Create it. Select Create. The session type is saved as a draft.
9. Publish it. Turn on the switch on the session type’s card to publish its booking page.

For Location, choose Google Meet to have a Meet link made for each booking, or Other and add the location details, such as your studio address. A day can have more than one window of hours: select Add another window.

Every booking page asks for the client’s name and email. Your questions can be Short text, Long text, Single select, or Multi-select, each required or optional.

With Send email reminders on, your client gets reminders 24 hours and 1 hour before the session.

To have Vai record and summarize Google Meet sessions, turn on Vai joins as Notetaker. See How do I set up the meeting notetaker?

Change, pause, or delete a session type

Open the session type’s card to change it, then select Save changes. Turn its switch off to pause the booking page, and on again to resume it. To delete it, open it and select Delete.

Booked sessions are listed under Confirmed bookings, split into Upcoming and Past.

If something goes wrong

• New session type shows a lock. Bookings needs the Core plan or the Growth plan.
• Google Meet is greyed out. Connect Google Calendar, or choose Other.
• The session type won’t publish. The sheet lists what’s missing, such as the Description, the Confirmation message, or the location details. Add them and select Save and publish.
• Your hours are rejected. Two windows on the same day overlap. Change one so they don’t.

Next, share the booking page. See How do I share my booking link, and how do clients reschedule or cancel?