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Scheduling Quickstart

Get your public scheduling page live in under 10 minutes. This guide walks you through the minimum setup required to start accepting customer bookings.

Before You Begin​

You'll need:

  • Admin access to Readybuild
  • At least one team member who will receive bookings
  • That team member's availability schedule configured
Check Availability First

Team members must have availability configured before they can receive bookings. Go to Activities > Availability to set up availability schedules.

Step 1: Create a Scheduling Group​

  1. Go to Settings > Scheduling > Scheduling Groups
  2. Click New Scheduling Group
  3. Enter a name (e.g., "Sales Appointments", "Design Consultations")
  4. Click Save

Step 2: Add Team Members​

  1. In your new scheduling group, go to the Team Members tab
  2. Click Add Member
  3. Select team members who should receive bookings
  4. Click Save
Load Balancing

By default, bookings are distributed using "Least Busy" - the system routes to whoever has the most availability. You can change this in the Load Balancing settings.

Step 3: Configure Allowed Domains​

If you'll embed the scheduling form on your website:

  1. Go to Settings > My Company > Company Profile
  2. Scroll to Integration Settings
  3. Add your website domain(s) to the Allowed Domains field (one per line)
  4. Click Save

Example:

mycompany.com
www.mycompany.com
Required for Embedded Forms

External websites cannot submit bookings unless their domain is in your allowed list. Skip this step if you're only sharing direct links.

Step 4: Share Your Booking Page​

  1. Open your scheduling group
  2. Copy the Public URL from the group settings
  3. Share this link via email, social media, or your website

Option B: Embed on Your Website​

  1. Open your scheduling group
  2. Go to Sharing & Embedding
  3. Copy the embed code
  4. Paste into your website's HTML

You're Live!​

Customers can now book appointments. When they do:

  • A contact is created (or updated if they exist)
  • An activity appears on the team member's calendar
  • The customer receives a confirmation email with calendar invite
  • The team member receives a notification email

What's Next?​

Now that you're up and running, consider these enhancements:

FeatureDescriptionGuide
Lead Intake FormCustomize which fields customers fill out when bookingLead Intake Forms
Email TemplateCustomize the confirmation email customers receiveEmail Templates
Appointment OptionsOffer different meeting types (phone, video, in-person)Appointment Options
Schedule ConstraintsLimit appointments per day/weekSchedule Constraints
Load BalancingControl how bookings are distributedLoad Balancing
Custom BrandingMatch your company colorsCompany Branding

Troubleshooting​

No Available Times Showing​

  • Verify team members have availability configured
  • Check that team members are added to the scheduling group
  • Ensure schedule constraints aren't blocking all slots

Form Submissions Blocked​

  • Add your website domain to Allowed Domains in Company Profile
  • Check for typos in the domain name
  • Don't include http:// or https:// - just the domain

Team Member Not Receiving Bookings​

  • Confirm they're added to the scheduling group
  • Check their availability schedule is active
  • Verify they haven't reached any schedule constraints