Meeting Booking

A Meeting Booking block lets visitors book time with you without leaving your site: they pick what the call is about, a day, a time in their own time zone, leave their details, and it’s done. The booking lands in your ESTAGE CRM, and the confirmation email, the calendar invite, the reminders and the cancel/reschedule links are all handled for you.

It is the ESTAGE answer to Calendly — not an embed of one.

How to trigger it

• “add a book-a-call page”, “add a scheduler”, “let people book a consultation”
• The Meeting Booking entry in the / slash menu — typing /book filters straight to it, and picking it drops a starting prompt into the composer for you to add details to

Genesis doesn’t ask how the booking should work or which scheduler to use — it adds the block straight away. You set the details afterwards.

Note

Genesis will not answer a booking request with a contact form or a hand-built calendar — a form captures an email, a booking reserves a time. If you already use Cal.com or Calendly and want that on the page, say so (“embed my Calendly”) and it’s wired as a connector instead.

What Genesis builds

1. The Meeting Booking block itself, plus the data wiring behind it.
2. It goes on the page you’re on, in the spot you asked for. It’s a section you drop onto a page — like a pricing table or an order form — not a page of its own.
3. A dedicated /book page only when you asked for a booking page (“a page where people can book”, “a /book page”). That’s also the only case where you get a “Book a call” nav link or button.

The block lays out three columns of its own — summary, calendar, times — so it’s placed as its own full-width section between the neighbouring ones, not inside a narrow column.

Before it can take bookings

The block offers meetings; it doesn’t define them. What’s on offer lives in the CRM:

You need	Where	Why
At least one meeting type	CRM → Bookings → Meeting types	Name, duration, where it happens, the questions to ask
An availability schedule	CRM → Bookings → Availability	The hours the type is bookable in
A payment gateway (paid meetings only)	Settings → Payment Processing	A paid meeting takes the payment on the page

When the block is added from chat, it starts out offering every meeting type you have switched on. If you have no meeting types at all, a default Intro call (30 min, bookable Mon–Fri 9–17) is created for you — in the ESTAGE video room when your account has it, otherwise with an empty meeting link you need to fill in. Rename or adjust it in the CRM.

If the page ends up offering nothing, the block shows “Booking is not set up yet”. That’s expected — not a bug to ask the AI to fix.

Choosing what a page offers

Click the block in the live preview and the Meeting Booking panel opens on the right:

• A list of your meeting types — tick the ones this page should offer, then Save to page (the button appears once you change the ticks). The page picks up the change on its next load.
• The badge reads N on page or Nothing offered.
• Each row shows duration · where · seats · how many questions, with a paid tag on paid types and consent when the type asks visitors to tick a consent box. A type switched off in the CRM can’t be ticked.
• With no meeting types yet, the panel shows “No meetings to offer yet” — create one in the CRM, then come back and tick it.
• Links straight through to Bookings and calendar, Meeting types and prices and Working hours in the CRM.
• If a type you offer asks for consent and the block was added before consent existed, an Update the block button appears — click it so the checkbox shows on the page.

That tick is the block’s only setting. Durations, hours, prices, questions and the bookings themselves stay in the CRM — the same way an order form picks products it doesn’t define. One meeting type can be offered on as many pages and apps as you like.

What visitors see

1. Choose a meeting — skipped when the page offers only one type.
2. Select a Date & Time — a month calendar where only days with openings are clickable, the times for the chosen day beside it, and a Time zone selector that starts on theirs. Group sessions show “N left” per slot.
3. Enter your details — name, email, optional phone, plus whatever questions the meeting type asks (short answer, long answer, dropdown, checkbox).
4. Payment — paid meetings only. The slot is held for 15 minutes while they pay, with a countdown; card details go straight to your gateway. The refund rule set on the meeting type is shown here — a full refund any time, a full refund up to a set number of hours before, or non-refundable.
5. You are booked — a confirmation card with the time in their zone, the meeting link if there is one, Reschedule / Cancel links, and Book another time. The calendar invite is emailed.

Availability is computed live by ESTAGE on every request. Nothing about your schedule is stored in the site’s code, so a slot someone else just took disappears before it can be double-booked.

Rescheduling and cancelling

The links in the confirmation and reminder emails (and on the confirmation screen) open a page hosted by ESTAGE. No account or login is needed. Cancelling frees the seat; rescheduling picks a new time from live availability. You and the invitee are both emailed, with an updated .ics.

What you can ask for

The block takes a few options — just say so in chat, before or after it’s placed:

Ask for	What you get
“add a heading above the booking card”	A title and subtitle over the block
“only offer the intro call here”	One meeting type pinned, so visitors skip the chooser
“show my name and photo on it”	The host’s name and avatar in the summary column
“make it match the site”	Restyled freely — colors, spacing, typography

Restyle it as much as you like, but keep the scheduler itself: its steps are what keep the booking, the emails and the CRM in sync. Ask for a look, not a different calendar or time picker — and don’t ask the AI to remove the consent checkbox, which is a legal requirement for types that ask for consent.

Notes

• One booking block per page. Different pages can offer different meeting types.
• The ESTAGE video room needs ESTAGE Rooms Signature. Without it, meetings set to the room are still booked — the meeting type’s fallback link is used instead, and the panel warns “Estage Rooms is not on your account.”
• A paid meeting on a site with no payment gateway shows a “get in touch” notice rather than taking a booking it can’t charge for.
• Turning a meeting type Off or deleting it in the CRM takes it off the page immediately.
• Every invitee becomes a contact in your CRM, and a paid booking becomes an order.