Docs/Modules/Booking

Productivity & Collaboration

Booking

Public scheduling pages for clients

What it does

Branded booking pages with availability rules, custom forms, Zoom links, payment-gated slots, and reschedule/cancel tokens.

Where it lives in the app

Once authenticated, the module is reachable at /booking. Activation is gated by the booking addon — owners can toggle it from Settings → Addons.

Permissions

Module access is governed by the workspace permission scheme. Owners have full access; admins and managers are granted read and write by default; users get module-specific scopes. The full permission matrix is exposed in Security.

Integrations

Every module shares the workspace's contacts, calendars, audit log, and ZI² Hybrid encryption. Cross-module integrations include: contacts auto-link to deals and emails; bookings create calendar events with attendees; invoices reference deals, contacts, and merchant accounts; documents respect organization retention policies.