Appointment configuration
| Area | What it controls |
|---|---|
| Details | Title, color, description, and duration. |
| Advisors | Who can be booked and how bookings are assigned. |
| Availability | Weekly schedule, buffers, minimum notice, maximum advance days, and time-slot intervals. |
| Questions | Fields customers answer during booking. |
| Integrations | Scheduler provider options. |
| Notifications | Phone number, email domain, confirmation, cancellation, reminders, and confirmation calls. |
| Advanced | Confirmation requirement and reschedule/cancellation policy. |
Booking flow
- Customer opens a booking link.
- Customer chooses a date and time.
- Customer answers enabled booking questions.
- Clearline creates the appointment.
- Notification settings determine which confirmations and reminders are sent.
Screenshot placeholder: add an appointment type editor with tabs visible.