Shape what invitees are asked and how the public booking experience looks, while keeping the required contact information Moxie needs for the appointment.
Configure booking questions
Every booking asks for first name, last name, email, and phone. On the Booking form tab, attach a form from your Forms library when you need project goals, qualification details, consent, uploads, or other structured answers.
Attach a reusable form when the default contact questions are not enough for the meeting.
Customize the public page
Select Page style.
Choose the font, accent and button colors, panel and page backgrounds, and logo visibility.
Edit the Calendar screen introduction and confirmation-button text.
Customize the booking-form heading, schedule button, and button layout.
Review the confirmation and cancellation screen copy.
Use each section's Preview option before sharing the link.
Page style applies a consistent visual system across calendar selection, booking, confirmation, and cancellation screens.
Use tokens in page copy
Supported meeting tokens personalize names, account details, duration, location, scheduled time, timezone, and icons at render time. Keep the surrounding text complete so the page still reads naturally when optional information is unavailable.
Walk through the booking experience
Live Preview, the last tab in the scheduling-link editor, lets you follow the invitee's path from choosing a day to reviewing the booking form. Unlike the illustrative screen previews in Page style, it checks real availability using the link's current draft settings.
Open Live Preview and wait for the availability check to finish.
Choose the Display timezone you want to review. Confirm that the displayed times make sense for your intended audience.
Select a day, then an open time. Selecting the time reveals a separate confirmation button; click that button to move to the booking form. Its label follows your configured confirmation-button text.
Review the second page, including the default contact fields, any attached form, and payment information when payment is enabled.
Use the back arrow inside the form preview to return to the time selection and try another day or time.
What to review before sharing
Meeting details: check the title, duration, location, timezone, and introduction. Review token-generated text as well as the wording you entered.
Booking form: check question order, headings, required-field indicators, and the spacing of multi-column sections when the available width becomes narrow.
Branding: confirm the logo, colors, typography, and button styling. An attached form follows the scheduler's branding; do not assume it will look identical to that form's standalone page if the two use different branding.
Payment information: explain the amount and what the payment covers. If you collect a deposit, make that clear before the invitee pays.
Confirmation and cancellation: return to the corresponding Page style sections and use their Preview controls. You do not need to submit a booking to inspect those screen designs.
What preview does not do
Live Preview cannot book a meeting, reserve the selected time, collect a payment, or send booking notifications. The final schedule button is disabled, attached forms are presented for review, and preview entries are not saved as a submission. Editing the scheduling link's settings still uses the editor's normal autosave.
For payment-enabled links, the preview includes a noninteractive Stripe-style sample with card number, expiration, security code, and representative billing fields. It is not a working checkout: do not enter payment details or use it to test charges, invoice creation, or receipt delivery. The hosted checkout's available payment methods and billing fields may vary with the connected Stripe account and customer.
Check a missing or unexpected time
Turn on Troubleshoot availability to reveal blocked times within the link's open hours. Select a red circle-slash icon to see the blocking rules and calendar events. These internal details never appear on the public booking page. See Set availability and prevent conflicts for examples and troubleshooting steps.
Use Refresh after calendar changes, and resolve any connection warnings before relying on the result. An inactive link can be inspected in the editor, but invitees cannot open it until it is active. Review booking notifications and payments before sharing a paid link.
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