Creating a Booking Page
Setting up a booking page is a guided, four-step wizard — What, When, Where, and Who — followed by optional fine-tuning for intake questions, limits, policies, and reminders. This page walks through every option so you can build exactly the booking experience you want, from a simple 30-minute call to a capped in-person appointment with intake forms and automatic follow-ups.
Start a New Booking Type
- Open Tempo and go to the Booking Hub.
- Click New Type.
- The setup wizard opens on the first step, What.
You can save and come back at any time — a booking type does not have to be finished in one sitting.
Step 1 — What
Define the meeting itself.
- Enter a title (for example, "30-min Intro Call"). This is what bookers see.
- Set the duration. Bookings can run anywhere from 1 minute to 8 hours. You can offer a single duration or several for bookers to choose from.
- Pick a color so the booking type is easy to spot on your calendar and in the hub.
Step 2 — When
Control when people can book and how slots are spaced.
Availability Source
Choose where open slots come from:
- Your working hours — reuse the weekly availability you set in Tempo.
- A custom schedule — set a dedicated weekly schedule just for this booking type.
- Per-host overrides — for team booking types, let each host contribute their own availability (see Routing & Assignment).
Booking Window
Decide how far ahead people can book:
| Window type | What it means |
|---|---|
| Rolling days | A moving window of the next N calendar days. |
| Rolling business days | A moving window of the next N working days (skips weekends). |
| Fixed date range | Bookings allowed only between two specific dates. |
| Indefinite | No upper limit on how far ahead people can book. |
Minimum Notice
Set a lead time so no one can book at the last second — for example, "at least 4 hours' notice" or "at least 1 day's notice." Slots inside that window are hidden.
Buffers
Add protected gaps before and after each meeting so you are never scheduled back-to-back. A 10-minute buffer after each call gives you time to wrap up before the next one can start.
Combine a short minimum notice with a small after-meeting buffer to keep your day realistic — enough warning to prepare, and a breather between meetings.
Step 3 — Where
Choose where the meeting happens. Options include:
- A Copera meeting channel — meet inside your workspace.
- Google Meet — a Google video link is attached to the event.
- Phone — either the host calls the booker or the booker calls the host.
- In person — provide an address or location details.
- Custom link — any video or conferencing link you provide.
You can also hide the location details until the booking is confirmed, so the exact link or address only appears once the meeting is locked in.
Step 4 — Who
Set who hosts the meeting and how bookings are routed.
- Solo — you (or one named host) host every booking.
- Collective — every listed host must be free for a slot to appear; the booking goes on all their calendars. Great for panel interviews.
- Round-robin — Copera rotates bookings across a pool of hosts using weighting, priority, and fairness rules.
The full routing options live on the Routing & Assignment page.
Intake Questions
Collect the details you need before the meeting. Add as many questions as you like, each marked required or optional, using these field types:
| Field type | Best for |
|---|---|
| Text | Short answers like a name or company. |
| Long text | Detailed context or a description of the issue. |
| Number | Quantities, team size, ticket numbers. |
| Select | A single choice from a dropdown. |
| Multiselect | Several choices from a list. |
| Radio | A single choice shown as buttons. |
| Checkbox | Yes/no agreement or multiple toggles. |
| Phone | A phone number. |
| URL | A website or link. |
Booking Limits
Keep your calendar from overflowing with caps that apply to this booking type:
- Per day / week / month / year — cap the number of bookings in each period.
- Total meeting minutes — cap the total time bookable (for example, no more than 10 hours of demos per week).
- Active bookings per booker — limit how many open bookings any one person can hold at a time.
Booking limits are about protecting your time, not billing. They simply stop a booking type from accepting more meetings than you want in a given window.
Confirmation Flow
Decide how bookings get confirmed:
- Auto-confirm — every booking is confirmed instantly.
- Require approval — new bookings arrive pending and you confirm or decline them in the Booking Hub. You can optionally:
- Hold the slot while a booking is pending, so it is not offered to someone else.
- Auto-confirm if booked far enough ahead, so distant bookings skip the approval step.
Cancellation and Reschedule Policies
Set the rules bookers must follow to change a booking:
| Policy | Behavior |
|---|---|
| Any time | Bookers can cancel or reschedule whenever they like. |
| With notice | Changes are only allowed up to a cut-off (for example, 24 hours before). |
| Never | Bookings are locked once made. |
You can also require a reason when someone cancels or reschedules.
Reminders and Follow-ups
- Reminder emails — automatically remind the booker (and host) before the meeting.
- Follow-up emails — send a message after the meeting, optionally linking to the meeting's AI notes so attendees get a recap.
Turn on a follow-up email that links to the meeting notes for any call where decisions are made — your attendees get an automatic recap without you lifting a finger.
Recurring vs Seated Group Events
A booking type can be one of these, but not both:
- Recurring series — a repeating set of meetings, such as weekly office hours, that bookers can drop into.
- Seated group event — a single time slot with a fixed number of seats, like a webinar, workshop, or class. Once the seats fill, the slot closes.
Board Recipe — Auto-Create a Row Per Booking
Connect a booking type to a board so Tempo creates a new row every time a booking is made. Pick a table, and each booking is logged there automatically — ideal for feeding a CRM, an intake board, or a support queue without any copy-paste.
Email Verification
Optionally require bookers to verify their email with a one-time code before the booking is created. This confirms the email address is real and reachable, cutting down on fake or mistyped bookings.
Publish and Share
When the booking type is ready:
- Claim or confirm your public handle.
- Copy the booking link, or embed the page on your site.
- Share it however you like — email, chat, signature, or a QR code.
Full sharing options are on the Sharing & Embedding page.
Settings and Configuration
| Setting | Description |
|---|---|
| Title | The booking type name bookers see. |
| Duration | Meeting length, from 1 minute to 8 hours; one or multiple options. |
| Color | Visual tag on your calendar and in the hub. |
| Availability source | Working hours, a custom schedule, or per-host overrides. |
| Booking window | Rolling days, rolling business days, fixed range, or indefinite. |
| Minimum notice | Lead time required before a slot can be booked. |
| Buffers | Protected gaps before and after each meeting. |
| Location | Copera channel, Google Meet, phone, in person, or custom link. |
| Hosts / mode | Solo, collective, or round-robin. |
| Intake questions | Custom questions, each required or optional. |
| Booking limits | Caps per period, total minutes, and per-booker active bookings. |
| Confirmation | Auto-confirm or require approval (with hold and far-ahead options). |
| Cancellation / reschedule policy | Any time, with notice, or never; optional reason required. |
| Reminders | Pre-meeting reminder emails. |
| Follow-ups | Post-meeting emails, optionally linking to meeting notes. |
| Recurring / seats | A repeating series or a fixed-seat group event (not both). |
| Board recipe | Auto-create a row in a chosen table per booking. |
| Email verification | Require a one-time code from the booker. |
Limits and Notes
- Duration is capped between 1 minute and 8 hours.
- Recurring and seated group events are mutually exclusive.
- Booking limits control your schedule, not billing.
- A booking type belongs to your workspace and can be reused and shared from your handle.
Example Use Cases
- Intro call — 30 minutes, your working hours, Google Meet, auto-confirmed, with a "What would you like to discuss?" intake question.
- Product demo — 45 minutes, round-robin across the sales team, a board recipe that logs each booking to the CRM, and a follow-up email with notes.
- Support session — 20 minutes, capped at 12 per day, a required "Priority" select question, and email verification on.
- Weekly office hours — a recurring series anyone can drop into.
- Workshop — a seated group event with 25 seats and a 24-hour cancellation policy.
Frequently Asked Questions
How do I create a booking page in Copera Tempo?
Open the Booking Hub in Tempo and click New Type. A setup wizard walks you through four steps: What (title, duration, color), When (availability, booking window, minimum notice, buffers), Where (the meeting location), and Who (the host or hosts). You can then add intake questions, booking limits, cancellation policies, reminders, and follow-up emails before claiming your handle and sharing the link.
What is the booking window?
The booking window controls how far into the future people can book. You can use a rolling number of days, a rolling number of business days, a fixed date range, or leave it indefinite. Combined with minimum notice, it keeps bookings within a sensible range — not too far out and not too last-minute.
What are buffers in a booking type?
Buffers are protected gaps Tempo adds before and after each booked meeting so you are not scheduled back-to-back. A 15-minute buffer after a call, for example, gives you time to write notes or take a break before the next booking can start.
Can I require approval before a booking is confirmed?
Yes. A booking type can auto-confirm every booking, or require your approval first. With approval on, new bookings arrive as pending in the Booking Hub until you confirm or decline them, and you can optionally hold the slot while it is pending and auto-confirm bookings made far enough ahead.
Can I automatically create a board row for each booking?
Yes. With the board recipe, you choose a table and Tempo automatically creates a new row there every time a booking is made — perfect for logging each booking into a CRM, an intake board, or a support queue without copying details by hand.
Can a booking type repeat or have multiple seats?
A booking type can be a recurring series (a weekly or monthly set of meetings) or a seated group event (one time slot with a fixed number of seats, like a webinar or class), but not both at once — recurring and seats are mutually exclusive.
Related Features
- Bookings Overview — see how booking types and the public page fit together.
- Routing & Assignment — set up solo, collective, and round-robin hosting.
- Sharing & Embedding — publish, embed, and personalize your page.
- Managing Bookings — handle bookings once they come in.
- Board Automations — go further once a booking creates a row.
- Tempo AI Scheduler — set up and manage bookings conversationally.