Appointments overview - Clearline

Appointments let customers book time with your team. Configure appointment types in settings, then share booking links or let the agent book appointments during conversations.

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.