Customer scheduling

Configure customer-booking branding, delivery providers, and launch prerequisites.

Where to find it

Open Account > Customer scheduling.

Address: /account/scheduling.

Configure verification delivery

Open the delivery setup and review organization branding and the configured messaging program or endpoint credentials. Save the intended settings and use the email test offered for your own account. An accepted test is not proof of public booking readiness.

Review Launch and Customer access

In Launch, inspect the current prerequisites. A working delivery method, saved enabled eligibility policy, and ready scheduling engine determine whether customer link creation can proceed. Availability is conditional; a guide or saved provider configuration does not certify this account's readiness.

Follow Customer booking policy and links to review policy, check booking requests, create/reset a customer link, or revoke it. Link replacement and unresolved booking reconciliation are different operations.

Related guides

• Customer booking policy and links
• Customer booking flow
• Scheduling operations
• SMS setup