Events

An event is a meeting type you configure once - its name, duration, hosts, availability, booking questions, and messages - to create a public booking page. When someone books, Default creates the meeting and writes it to the host’s calendar.

​

The events list

The sidebar’s Events group splits the list by event type, plus a Favorites tab. The table shows each event’s name, Status, Event type, Duration, Location, Last edited, Notice, Pre buffer, Post buffer, and Intervals. Select a column header to sort by it.

• The Status switch turns an event on or off without opening it. Turning an event off shows an Event deactivated toast with an Undo action.
• Hover over an event’s name for a Copy Link button (see Copy booking links).
• Each row’s menu has Duplicate and Delete. Deleting asks you to confirm, since booking links for the event stop working; if the event is used by workflows, Default lists the workflows you must update before it can be deleted.
• The toolbar has a Search events box and filters for Status, Location, Duration, and Notice Period.

​

Create an event

Select Create new event, enter an Event name, choose the event type, then select Create new event again. The name is required before the event can be created. Two event types are available today, with webinar events on the way: Any member can create a Quick event. Team events require permission to create shared events. If you cannot select Team event, ask an admin for Scheduling event access. After the event is created, Default opens the event editor. Work through its setting sections from top to bottom; the live preview on the right updates as you go. The editor header shows Unsaved changes until you select Save, then Published. If someone else edits the same event while you have it open, Default asks whether to Keep my edits or Refresh.

​

Event details

Use Event Details to control the public booking page basics and a few booking-page behaviors. The Location setting decides how the meeting is hosted. Choose your calendar’s default conferencing, Zoom, Zoom Personal, or In Person.

​

Hosts and attendees

Use Hosts and Attendees to decide who runs the meeting and who else can join. Quick events use a single member picker. Choose the member who should host the meeting. Team events use the host selector. Add members or queues, then choose which host is primary and whether each host is required or optional. Queue hosts let Routing pick a member when someone books. See Queues for how queue routing works.

​

Scheduling and availability

Use Scheduling and Availability to control when people can book and which hours are available.

​

Scheduling settings

The Scheduling Settings tab controls booking windows, buffers, notice, and slot increments.

​

Event availability

By default, the event uses each host’s working hours from their availability settings. Turn on Set custom hours to override that schedule for this event.

​

Booking form questions

Use Booking Form Questions to decide what the booker must answer before confirming a meeting. Email is added automatically, and is always required to process an event booking. Select Add Question, then choose a person or company field. You can search fields or filter by All, Person fields, and Company fields. After choosing a field, configure the question: Questions can collect email, phone, URL, number, text, textarea, single-select, and multi-select answers, depending on the field you choose. Drag questions to reorder them.

​

Phone collection and SMS consent for leads

Use a Phone Number question when you want to collect a lead phone number during booking. If guest SMS notifications are enabled for the event, the booking form shows SMS consent helper text directly below the phone field: Guest SMS is on when a guest-facing message assigned in the event’s Messages section (for example the booking confirmation or a guest reminder) uses a template with the SMS channel enabled. Channels are configured on the template itself, in the workspace Messages library.

• “By providing your phone number you agree to receive texts from this organization about any scheduled events.”
• “See our privacy policy.”

This means lead consent is collected as part of booking form submission when the phone field is present. For each booking-related SMS notification sent to that lead, Default also sends a second compliance text that explains why they received the message and how to opt out (Text STOP).

​

Messages

Use Messages to control what Default sends around this event’s meetings. You assign a message to each trigger; the email and SMS channels themselves are configured on the message template, in the workspace Messages library. The section has three tabs: Calendar invite, Notifications, and Reminders.

​

Calendar invite

Set the Calendar event title and Calendar event description. These values are used on the calendar event created after booking and can be different from the public booking page title and description. Both fields support scheduling variables. Turn on Include calendar links in footer to add reschedule and cancel links below the calendar description, so invitees can change the meeting straight from the invite.

​

Notifications

Notifications are lifecycle messages sent when something happens to a booking. Select Add notification, choose a Trigger (On booking, On cancel, On reschedule, or On no-show) and a Recipient (Guest or Host), then pick the message template to send. For example, send a booking confirmation to the guest on booking and a Slack ping to the host on cancel. Each notification row has a switch to turn it on or off, and shows icons for the channels its template sends on (email, SMS, Slack).

​

Reminders

Turn on Enable reminders, then select Add reminder and pick a reminder Template from your workspace’s library (or keep the Org default). Reminder rules only fire while Enable reminders is on. Each rule shows who it goes to (Guest or Host) and when it sends, both of which come from the template. To change the timing for this event only, set Override minutes and a Direction (Before meeting or After meeting). Add multiple rules when you want more than one reminder, such as 1 day before and 15 minutes before the meeting.

​

SMS booking messages and compliance follow-up

Default can send SMS meeting messages to both recipients:

• Internal user (host): message templates sent to employees for scheduling updates.
• External lead: message templates sent to bookers for booking lifecycle updates.

When an SMS message is sent, Default also sends a compliance follow-up message explaining why the recipient received the text and how to opt out (Text STOP). Internal and external follow-up copy differs:

• Host copy: confirms they opted in as an employee of the organization.
• Lead copy: confirms they recently booked a meeting with the host at the organization.

​

Copy booking links

Use Copy Link from the Events list (hover over the event’s name) or from the event editor’s header when you are ready to share an event.

​

With event hosts

If the event already has hosts, you will be able to choose With event hosts to share the event’s standard booking link. This uses the hosts configured on the event. When a host has a Scheduling username set (for a queue host, its identifier), the link includes that shorthand so it opens pinned to that host; without one, the link falls back to the plain event link.

​

With custom hosts

Choose With custom hosts when you need a separate link for a different set of hosts. Add members or queues, optionally set a Custom link identifier, then select Generate link. After the link is generated, copy it from the dialog. If a recent link already exists with the same hosts and identifier, the dialog shows that link and offers Copy link instead of creating a duplicate. Recent links are grouped into two tabs:

• Permanent links keep working until you delete them.
• Expiring links stop working after a set number of days. Before you generate one, set Expire after days (from 1 to 365); the dialog shows the date the link will expire.

Hover a recent link to delete it. Deleting asks you to confirm first: meetings already booked through the link are not affected, and a custom identifier on that link is freed for reuse.

​

After publishing

When an event is active, its booking page is available at the event slug. Copy and share the booking link from the Events list or from the copy link dialog. Bookings appear under Meetings, where you can review them, mark no-shows, and cancel them. Events can also be used in Workflows to show a booking page during an automated flow. To style public booking pages, use Settings -> Scheduling. To style the emails Default sends about meetings, use the Email templates tab of Messages.