Event types and booking links

An event type is one thing people can book: how long it runs, where you meet, what you ask, and what it costs. Each one has its own link.

Create an event type

1. Open Event types and choose New event type.
2. Pick a template, or Start from scratch. Templates fill in a title, description, duration and a few lines of what to expect. You can change all of it.
3. Work through the sections below.
4. Choose Create event type.

The Free plan has one active event type. Paid plans lift that limit. If you move down to Free, extra event types are paused, not deleted.

The sections of the editor

Status

Active event types take bookings and show on your booking page. Paused ones are hidden from your page, and existing bookings still work.

Basics

• Title, such as "Discovery call".
• URL slug, the last part of the link. Lowercase letters, numbers and hyphens.
• Description.

What to expect

Up to three short lines shown on the booking page, and What should they bring?, which shows on the client's portal before the session.

Timing

• Duration: from 5 minutes to 12 hours.
• Slot interval: offer start times every 15 minutes, every 30 minutes or every hour.
• Group size: leave at 1 — just us for a one-to-one, or raise it to let several people book the same slot, up to 50.
• Maximum advance: how far ahead people can book, from 1 week to 6 months.
• Let bookers add guests: you set the maximum, up to 10. Guests are emailed the invite. Only the person who booked can move or cancel it.

Scheduling rules

• Buffer before and Buffer after keep space around the meeting.
• Minimum notice stops last-minute bookings: from none up to 2 days.
• Daily cap limits bookings of this type per day. Once a day fills to the cap, the whole day comes off the menu.

Availability

Pick the Schedule this event type follows. See Availability.

Location

How does the meeting happen?

• Google Meet (auto-generated), when a Google calendar is connected.
• Microsoft Teams (auto-generated), when a Microsoft calendar is connected. Teams links need a work or school account.
• Phone call
• In person
• Custom (Zoom, etc.), with your own joining details.

Booking questions

Name and email are always asked. Add up to 25 of your own questions: Short text, Long text, Dropdown (pick one), Checkboxes (pick several), Email or Phone. Mark any as Required.

A question can be shown only when an earlier dropdown has a certain answer. Tick Only show this based on an earlier answer.

Payment

Taking payment at booking is part of the paid plans, and needs Stripe connected in Settings → Payments.

• Free
• Paid — full price
• Paid — deposit, as a percentage of the price or a fixed amount.

Prices can be in GBP, USD or EUR. See Invoices and deposits for how refunds work.

Agreement

Attach a contract template and bookers sign it right after their details. This section appears once you have a template. See Contracts.

Your links

• Your page, with every active event type: forge.page/your-link
• One event type: forge.page/your-link/its-slug

To copy an event type's link, open its row menu in Event types and choose Copy link. Preview opens the page as a booker sees it.

To put a booking page on your own website, open Forms, find the event type, and choose Embed and share. See Forms.

What the booker sees

1. Time. They pick a day and a time. Times are shown in their own timezone and their own 12-hour or 24-hour style.
2. Details. Their name, email, your questions, and any guests.
3. Contract, if you attached an agreement. They type their full name to sign.
4. Payment, if the event type is paid.

Then a confirmation page, You're in., with Add to calendar (Google, Apple, Outlook or an .ics file), Reschedule and Cancel booking. They get the same by email.

A booker who starts a paid booking and does not finish paying holds the slot for a little over half an hour. After that it is released.

Manage your bookings

Bookings lists what is Upcoming and what is Past. Open one to see the booker's details, their answers, the payment and any signed agreement.

Before the session you can:

• Reschedule it. The client is told.
• Cancel booking, with a reason that is shared with the attendee.
• Add Internal notes, which only you see.

After the session:

• Forge marks a session complete an hour after it ends.
• If they did not turn up, choose Mark no-show before then.

Add a booking yourself

Choose New booking in Bookings, or create one from the calendar. The client gets a confirmation email with cancel and reschedule links. No payment is taken and no agreement is signed.

Delete an event type

Open the event type and choose Delete event type, then Yes, delete. To stop taking bookings without deleting it, pause it.