Set Up Booking Page

Create a public booking page where potential clients can submit inquiries.

Steps

1. Go to Settings > Booking Page (/dashboard/settings/booking).
2. Toggle the booking page to "enabled".
3. Choose a unique URL slug (e.g., "sarah-photography") — this becomes your booking URL.
4. Write a welcome message that visitors will see.
5. Select which services (charge catalog items) to display on the page.
6. Optionally enable pricing hints ("Starting at $X") and calendar availability.
7. Add custom questions to collect specific information (e.g., "Venue location?", "Guest count?").
8. Set a notification email (defaults to the org owner).
9. Save — your booking page is live at clearmargin.app/book/[your-slug].
10. Share the link on your website, social media, or business card.
11. Inquiries create prospect clients with linked contacts and projects in your pipeline.