--- title: Bookings description: Set up what people book and who or what takes it, then book appointments without double-booking a person, room or piece of equipment. url: https://salexhub.com/docs/modules/bookings type: how-to area: bookings section: Modules last_updated: 2026-11-14 prerequisites: - https://salexhub.com/docs/platform/modules related: - https://salexhub.com/docs/automation/workflows - https://salexhub.com/docs/agent/autonomy - https://salexhub.com/product/bookings tools: - record.create - record.update who: Owners and Admins, or a role with Organization settings, turn it on. Others work in it as their role's access to records allows. --- # Bookings Set up what people book and who or what takes it, then book appointments without double-booking a person, room or piece of equipment. > **Who can do this**: Owners and Admins, or a role with Organization settings, turn it on. Others work in it as their role's access to records allows. Bookings adds services, resources and appointments. A service is what people book, a resource is the person, room or piece of equipment it takes, and an appointment is a booked time with a client. ## Turn it on Turn Bookings on from its page in **Explore modules**: see [Modules](https://salexhub.com/docs/platform/modules). Its shelf in the menu holds **Services**, **Resources** and **Appointments**. ## Set up what people book ### Add a service Open **Services** and add one. **Name** is the only required property. Set **Mode** (**Appointment** or **Group session**), **Duration, min**, **Buffer, min**, **Price** with its **Currency**, and leave **Active** on while the service can be booked. **Buffer, min** is the time the resource stays held after each appointment of the service, for cleaning, setup or travel. ### Add a resource Open **Resources** and add the person, room or equipment that takes the booking. **Name** is the only required property. Set **Kind** (**Person**, **Room** or **Equipment**) and **Timezone**, and leave **Active** on. ## Book an appointment ### Open the form Open **Appointments** and add one. On a deal's **Overview**, people who can edit records also see **Book** in the **Meetings** card. It opens the same form with nothing filled in, so choose the **Client** yourself. ### Fill it in Set **Starts** and **Ends**, and choose the **Resource**. Add the **Service** and the **Client**, a contact, when you have them. **Notes** takes anything else. A new appointment is **Requested** unless you choose another **Status**. ### Save it The time is checked as you save: see [What is checked when you save](#what-is-checked-when-you-save). If it fits, the appointment is booked. If it does not, the message says why and nothing is saved. ### Keep the status current Set **Status** to **Confirmed**, **Completed**, **Canceled** or **No-show** as the appointment goes. **Canceled** and **No-show** free the time on the resource at once. Bringing an appointment back from either takes the time again, and is refused if someone has booked it since. A contact's **Overview** lists their appointments in a **Meetings** card: **Upcoming** first, the nearest on top, then **Held**, the latest on top. A deal's **Overview** shows the same for the contacts on the deal. **Upcoming** and **Held** follow the start time alone, not **Status**. ![The Appointments list](/docs/screens/modules/bookings-light.png "Appointments: each with its resource, service, client and status.") ## What is checked when you save | Rule | What happens | | --- | --- | | **Ends** | An appointment ends after it starts. | | **Active** | A service or resource that is switched off takes no new appointment and no move onto it. Appointments already on it can still be completed, canceled, annotated or moved off it. | | **Duration, min** | An appointment of a service is not shorter than the service's duration. A longer one is fine. With no service there is no minimum. | | Overlap | Two appointments never overlap on one resource, so two people saving at the same moment cannot both get the slot. A canceled or no-show appointment does not count. | | **Buffer, min** | An appointment holds its resource until its end plus its own service's buffer, and its own buffer may not run into the next appointment's start. | The buffer is checked once, when you save. Two appointments that clash only through a buffer, saved in the same instant, can both pass. Only a change to **Starts**, **Ends**, **Resource** or **Service**, or bringing an appointment back from **Canceled** or **No-show**, is checked. Changing **Notes** or **Client** is not. Moving an appointment never clashes with itself. Times in the messages are in UTC. ## Settings | Setting | What it does | | --- | --- | | **Settings > Bookings > Setup** | Lists what is done and what is missing: **Services**, **Resources** and **Calendars**, which is optional. For Owners and Admins. | | **Settings > Organization > Calendars** | Setup counts the step as done once a calendar exists. Bookings does not read the calendar when it saves an appointment. | ## What the Agent does - Bookings has no tools of its own. The Agent creates and edits services, resources and appointments with the record tools, and the same checks stop it from double-booking a resource. - From **Edit records** up it creates and moves appointments without asking. A change to **Status** always waits on a card: see [Autonomy and approvals](https://salexhub.com/docs/agent/autonomy). - To find a free time it can list a resource's appointments. There are no working hours for it to go by. ## Questions **Can customers book themselves?** No. The team books for them. There is no booking page, and the Agent on your website cannot take bookings. **Does it send confirmations or reminders?** No. A [workflow](https://salexhub.com/docs/automation/workflows) can start when an appointment is created or changes. **Can I set working hours or close holidays?** No. A resource has no working hours, and a calendar's holidays do not close a day. Any time that is free is accepted. **What happens to my appointments if I switch Bookings off?** Every appointment is kept and none is canceled. See [Modules](https://salexhub.com/docs/platform/modules). --- The same page for people: https://salexhub.com/docs/modules/bookings. Index of this site for agents: https://salexhub.com/llms.txt