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Create a scheduling link

Define a meeting's duration, owner, description, location, and public booking status.

Written by Geoff Mina

Create a scheduling link when you want clients or prospects to choose an available time without the back-and-forth of coordinating manually.

Open Scheduling links

Before you begin

Connect at least one calendar so Moxie can avoid conflicts and place confirmed bookings on the correct calendar. Connect Google, Microsoft, Apple/iCloud, or CalDAV from Settings → Apps & integrations.

Create the link

  1. Select New scheduling link.

  2. Give the link a client-friendly name. Moxie derives the public link from this name.

  3. Choose a meeting length or set a custom duration.

  4. Add a short description so invitees know what the meeting covers.

  5. Choose the owner and any additional attendees. Include owner in calendar invitations is on by default: it invites the scheduling link's owner (or the workspace owner when no owner is selected) to each booking, which may also add bookings to that person's personal calendar. Turn it off if the owner should not receive the invitation.

  6. Optionally connect bookings to a pipeline stage or show the link in the client portal.

  7. To block spam bookings, turn on Embedded reCAPTCHA and set Spam blocking strength from Lenient to Strict. The default blocks obvious bots and is recommended for most links; stricter settings block more bots but may turn away some real visitors.

  8. Add at least one location, such as Google Meet, Microsoft Teams, Zoom, phone, in person, or custom instructions.

Scheduling link Details tab with meeting length, owner, Include owner in calendar invitations, client portal, and Embedded reCAPTCHA settings

The Details tab defines what is being booked, who owns it, and where it happens.

Preview the booking page

Open the Live preview tab to follow the invitee's path—choosing a day and time and reviewing the booking form—using the link's current settings and real availability. Preview does not book a meeting or send notifications.

Understand saving and activation

Scheduling links save automatically after valid changes. If overlapping availability, an incomplete reminder, or another invalid setting blocks saving, the header explains what you need to fix. Keep Active on when the public link should accept bookings; turn it off to pause new bookings without deleting the configuration.

Continue exploring Calendar

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​← Review and manage appointments

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​Set availability and prevent conflicts →

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