Scheduling

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Overview

Scheduling lets people book time with you (or your team) through a public link, without back-and-forth email. You define an event type (a meeting of a fixed length with its own availability rules and location) and share its booking link. When someone books, Custral checks availability, picks a host, creates the calendar event, and emails both sides.

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Where it lives

Scheduling is split across the two settings scopes, because most of it is personal and some of it isn’t:

• Account → Scheduling is yours: the event types you own, your booking page, and the meetings you’re hosting. Anything you create here is personal.
• Workspace → Team Scheduling is what the organization owns: team and organization event types and their booking pages, plus every booking in the workspace so an admin can see what’s on the calendar.

A personal event type appears only in your Account screen. Teammates don’t see each other’s. A team or organization one appears only under Team Scheduling, whoever created it. Team Scheduling has a Team / All toggle on its Event Types and Booking Pages tabs. All widens the list to include everyone’s personal event types and booking pages, for when an admin needs to audit what’s out there. It isn’t the default because most of the time that’s noise. The Appointments tab has no toggle. It already shows every booking in the workspace.

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How it works

The core entity is an event type. Each one has a duration, a location, availability rules, and a public booking link generated automatically when you create it. Event types come in three owner types:

• Personal: you are the only host.
• Team: hosts come from a group, assigned by a distribution mode (Round Robin, Everyone Must Be Free, or First Available).
• Organization: workspace-wide hosting.

Availability is set per event type: weekly windows, timezone, slot increment, minimum notice, how far ahead bookings open, buffers before/after, and daily/weekly limits. A connected calendar (the calendar on your connected mailbox) is used both to check for conflicts and to create the meeting invite. Without one, invitees get no calendar invite and availability won’t account for existing events. When an invitee books, Custral validates the slot, selects an available host, creates the calendar event (with a Zoom / Google Meet / Teams link when that location is chosen), records the appointment, sends a confirmation to the invitee and a notification to the host, and schedules a reminder. Invitees can cancel or reschedule through a per-appointment link.

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Booking pages

An event type’s link books one kind of meeting. A booking page is one branded link that lists several of them, so an invitee picks the conversation they want (“Discovery call, Product demo, or Quick question”), instead of you sending three links. Manage them on either Scheduling screen’s Booking Pages tab. Your own under Account, the team’s under Workspace. A page has a name, an optional blurb shown above the list, a brand colour, and an owner set when you create it (personal, a team, or the whole workspace). Owner is create-only on purpose: re-pointing a page that’s already public would silently change who its live link books time with. To put a meeting on a page, open the event type and set Booking Page → Listed On in its Setup tab. An event type keeps its own direct link either way, so it can be shared both ways at once. The Meetings column reads from a visitor’s point of view. “2 of 4 bookable” means two of the attached event types are still draft or archived, and a page showing “None of 2 bookable” has content but nothing an invitee can pick. The usual cause is event types that were never set to Active. Archiving a page takes its public link offline without touching the event types on it. Deleting one does the same permanently; the event types survive and keep their own links.

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Booked meetings

Meetings you’re hosting appear under Account → Scheduling → My Meetings, and every booking in the workspace under Workspace → Team Scheduling → Appointments, filtered by Upcoming, Past, or Cancelled. Each row shows the invitee, the event type, the host who was assigned, the start time and length, and the booking’s status. Opening a row shows the full booking: the invitee’s contact details, the resolved meeting location, any additional guests, and their answers to the event type’s questions, which is usually what you want in front of you before the call. Cancelling from a row emails the invitee a cancellation notice and removes the calendar event, so it isn’t reversible. Only a confirmed meeting that hasn’t started yet offers the action; a past or already-cancelled meeting has nothing to cancel.

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Using it

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Troubleshooting

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