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YCBM Setup Guide

Nicolas Rodriguez
  • Updated

This feature is available on all plans.

YCBM Booking Pages

We’re excited to help you create a seamless booking experience that works perfectly for your needs. In this step-by-step guide, you’ll learn how to set up and customize your YouCanBookMe page from start to finish. Whether you’re a beginner or just looking to fine-tune your setup, this guide will ensure you have all the tools and tips to succeed.

Here’s what you can expect:

  • Step-by-step instructions to get your page up and running quickly.
  • Customization tips to align your booking page with your brand and preferences.
  • Practical advice for integrating scheduling into your workflow.

By the end of this guide, your YouCanBookMe page will be ready to help you save time, reduce back-and-forth emails, and provide a smooth booking experience for you and your clients.

Let’s get started!

 

Pro Tip: Save and Preview as You Go

As you work through each step, be sure to hit “Save all changes” after making any edits. This ensures all your updates are captured and applied to your booking page.

While the handy preview window on the right side of your YouCanBookMe settings page gives you a quick glimpse of your changes, we recommend opening your booking page in full-screen mode as well. This allows you to see exactly how your clients will experience it and ensures everything looks just right.

By saving regularly and previewing in full-screen, you’ll have confidence that your page is set up exactly how you want it!

Need a Quick Video Tutorial?

If you’d like a visual guide to help you get started, we’ve got you covered! Check out our quick video on how we set up a booking page for the adorable Luna the Dog — all in less than 60 seconds.

🎥 Watch the video here

 

Sections glossary:

 

 

On the "What" section, you'll find information about what your booking page is, like the title, the location, and an intro.

On the "Who" section is where you select your calendar, which dictates who the booker is meeting, in this case, you, or a team member.

Lastly, on the "When" section, you'll find everything related to the time when your booking is taking place, including your availability and duration.

 

Section One: What

  • Add a “Booking Page Title”
  • Add your “Profile Photo”
  • Select “How Do You Want To Meet”
    • Zoom
    • Google Meet
    • Microsoft Teams
    • In-Person Meeting (set address)
    • Phone call
    • Request location (booker provided location)
    • Custom location (static video link, or other text)
    • No location necessary
    • +Offer a choice of location to the booker
  • Choose your “Booking Page Link”
  • Write your “Booking Page Introduction” (300 characters)

How-To Guides:

Section Two: Who

  • Choose which calendar(s) you’d like YCBM to reference when checking your availability
  • Choose which calendar you’d like YCBM to create your new booking events on

How-To Guides:

Section Three: When

  • Choose which hours you’d like to be available for your bookers!
  • Your YCBM will not be able to book you outside of the availability you allow. 

How-To Guides:

Section Four: Availability Rules

Navigate to this section by clicking “Additional options” in the left-hand menu. 

Set rules that govern how your calendar is managed. You can choose:

  • The start time of each booking (Every hour? Every half hour? Something else?)
  • Add padding between bookings
  • Set up group bookings
  • Limit your daily bookings
  • Set fixed start and/or end dates for your availability
  • Choose how much advanced notice bookers must give to select an appointment

How-To Guides:

Section Five: Appointment Types

Navigate to this section by clicking “Additional options” in the left-hand menu. 

  • + Create new appointment type
  • Select your newly created appointment type
  • For each newly created appointment type, you can customize your:
    • Thumbnail image
    • Appointment type name
    • Appointment duration
    • Appointment price
    • Appointment type description
  • Write the “Intro for the appointment type selection”
    • Note: This is the first introductory information from you that your booker sees, so it’s a great place to tell them a bit about your business! Think of it like your initial hand-shake - it’s your first impression.

How-To Guides:

Section Six: Booking Form

Navigate to this section by clicking “Additional options” in the left-hand menu. 

  • The booking form defaults to the following three questions:
    • First name
    • Last name
    • Email
  • Feel free to remove any unwanted default questions, then add any additional questions you might desire:
    • Short answer- for short written answers
    • Long answer - for more freeform answers
    • Phone number 
    • Checkbox - offers a binary choice
    • Multiple choice - offer a range of preset answers
    • Date
  • Block of text - add a block of extra information to your form
  • Dividing line - add a horizontal line to break up your questions
  • Hidden question - pass URL data and hide it in the form
  • Passthrough questions -  pass URL data and hide it in the form
  • CAPTCHA Test 

How-To Guides:

Section Seven: Collect Payments

Navigate to this section by clicking “Additional options” in the left-hand menu. 

  • Set prices and take payments for your bookings!
  • You can also integrate directly with Stripe to accept Debit, Credit, Apple Pay, and Google Pay payments!

How-To Guides:

Section Eight: After Booking

Navigate to this section by clicking “Additional options” in the left-hand menu. 

  • Choose the display confirmation message you’d like to show to your bookers once the meeting has been confirmed!
  • Redirect your bookers to your website, if desired.

How-To Guides:

Section Nine: Notifications

Navigate to this section by clicking “Additional options” in the left-hand menu.

The default settings for appointment notifications are as follows:

  • After a new booking is made
    • Confirmation email to the booker
    • Confirmation email to you
  • If you reschedule a booking
    • Reschedule email to the booker
  • If your booker reschedules
    • Reschedule email to the booker
    • Reschedule email to you
  • If you cancel a booking
    • Cancellation email to the booker
  • If your booker cancels
    • Cancellation email to the booker
    • Cancellation email to you
  • Reminders before the meeting
    • 1 hour before the meeting
      • Reminder email to the booker
      • Reminder email to you
  • Post-appointment notifications
    • No default notifications
  • If the booking no-shows
    • No default notifications

You can make endless customizations to your notifications, including (but not limited to):

  • Changing the copy on the default notifications
  • Adding in additional notifications, such as reminders 24 hours before the appointment 
  • Removing default notifications
  • Creating follow-up sequences for after appointments
  • Creating notification sequences for your no-shows
  • Or our favourite… setting up text message reminders for your bookers!

How-To Guides:

Section Ten: Calendar Events

Navigate to this section by clicking “Additional options” in the left-hand menu.


You can edit the content of this section to determine how the event appears in both you and your bookers’ calendars. You can include the meeting link and meeting details, but you can also include helpful information for the meeting, a link if they need to reschedule, the meeting location, and more!

How-To Guides:

Section Eleven: Styles & Display

Navigate to this section by clicking “Additional options” in the left-hand menu.

  • Choose your booking page primary colour
    • Select from the six default options
    • OR, use the colour selector to choose your favourite colour
    • OR, input your colour HEX code to get the perfect pantone
  • Choose your background style
    • Tint - a softer, muted version of your selected primary colour
    • Gradient - a gradient of shades based on your selected primary colour
    • Image - upload a background image of your choice
  • Availability layout - choose how your schedule is displayed to your bookers
    • Month
    • Day
    • Agenda
  • Footer
    • Customize text, links, and images 
  • Password protected booking page
    • If needed, add a password to your booking page to restrict who can book time on your calendar
  • Customize offline message
    • When your booking page is offline or inactive, let your customers know why, or leave them with a custom message. 
    • If your business utilizes wait-lists, it’s a great practice to embed a Google Form here where your bookers can add themselves to your waitlist

How-To Guides:

Section Twelve: Language & Timezones.

Navigate to this section by clicking “Additional options” in the left-hand menu.

  • Choose a default timezone for your booking page, or allow YCBM to automatically detect your timezone, based on your calendar
  • Choose if you’d like to display YOUR timezone to your bookers
  • Choose if you’d like your booking page to automatically show your bookers times in THEIR timezone, to make the booking process easier for them 
    • We suggest turning this on for an easier booking experience!

How-To Guides:

 

We're Here to Help

If you need assistance at any point, our support team is ready to help! The fastest way to reach us is by logging into your account and using the chatbot — we provide real human support to all of our users. You can also email us anytime at support@youcanbook.me.

Looking for more resources? Check out these helpful tools:

  • Knowledgebase: Step-by-step guides and answers to common questions.
  • Forum: A community space for sharing tips and getting advice.
  • How-to videos: Quick tutorials to help you get the most out of YouCanBookMe.

We’re excited to see what you’ll create! 😊

 

For further questions, contact our team at support@youcanbook.me.

Join YCBM's Community Forum

Access your YCBM Dashboard

 

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