{"id":794,"date":"2026-10-24T11:52:37","date_gmt":"2026-10-24T16:52:37","guid":{"rendered":"https:\/\/archietechnology.com\/ayuda\/guia\/crear-una-pagina-de-reservas-para-que-tus-clientes-agenden-citas\/"},"modified":"2026-10-24T11:52:37","modified_gmt":"2026-10-24T16:52:37","slug":"crear-una-pagina-de-reservas-para-que-tus-clientes-agenden-citas","status":"publish","type":"ayuda","link":"https:\/\/archietechnology.com\/en\/ayuda\/guia\/crear-una-pagina-de-reservas-para-que-tus-clientes-agenden-citas\/","title":{"rendered":"Create a booking page so your customers can schedule appointments"},"content":{"rendered":"<p><!-- Archie Talk \u00b7 Contactos y captaci\u00f3n \u00b7 Estado: borrador (pasos sin verificar en pantalla) --><\/p>\n<h2>What you'll achieve<\/h2>\n<p>Create a page with its own link where your customers choose a date and time for a meeting with you or someone on your team. Each booking creates a lead and a meeting activity in the CRM.<\/p>\n<h2>Before you start<\/h2>\n<ul>\n<li>Only administrators see the option <strong>Bookings<\/strong>.<\/li>\n<li>Decide who will handle the meetings (the <strong>Owner<\/strong>), which pipeline the lead should land in, which days and hours you're available and how long each meeting lasts.<\/li>\n<li>This feature works with the Archie Talk CRM calendar. It doesn't sync with external calendars.<\/li>\n<\/ul>\n<h2>Steps<\/h2>\n<ol>\n<li>In the side menu open <strong>Sales CRM<\/strong>\u00a0and click <strong>Bookings<\/strong>.<\/li>\n<li>Click <strong>New booking page<\/strong>. <span class=\"ay-captura\">Screenshot: Bookings screen<\/span><\/li>\n<li>In <strong>Page name<\/strong>\u00a0type the title your customer will see (for example, &#8220;Discovery meeting&#8221;).<\/li>\n<li>In <strong>Owner<\/strong>\u00a0choose who will handle the meetings.<\/li>\n<li>In <strong>Pipeline<\/strong>\u00a0choose the pipeline where the lead will be created.<\/li>\n<li>In <strong>Time zone<\/strong>\u00a0leave America\/Bogota or type the right zone.<\/li>\n<li>In <strong>Available days<\/strong>\u00a0check your working days (Mon to Sun). By default Monday to Friday are checked.<\/li>\n<li>In <strong>Start time (0\u201322)<\/strong>\u00a0type your first available hour, for example 9.<\/li>\n<li>In <strong>End time (1\u201323)<\/strong>\u00a0type the hour your availability ends, for example 17. It must be later than the start time.<\/li>\n<li>In <strong>Duration in minutes<\/strong>\u00a0choose 15, 30, 45 or 60.<\/li>\n<li>Click <strong>Save<\/strong>. <span class=\"ay-captura\">Screenshot: Configure bookings form<\/span><\/li>\n<li>On the page card click <strong>Copy link<\/strong>\u00a0(you'll see &#8220;Link copied&#8221;) and share it with your customers by WhatsApp, email or your website. You can also open the link from the same card to test it.<\/li>\n<\/ol>\n<h3>What your customer does<\/h3>\n<ol>\n<li>Opens the link and chooses a <strong>Date<\/strong>\u00a0(up to 30 days ahead).<\/li>\n<li>Clicks <strong>See times<\/strong>\u00a0and chooses an <strong>Available time<\/strong>.<\/li>\n<li>Enters their <strong>Name<\/strong>\u00a0and their <strong>Email<\/strong>.<\/li>\n<li>Clicks <strong>Confirm booking<\/strong>\u00a0and sees the message &#8220;Your meeting is booked. We look forward to seeing you.&#8221;<\/li>\n<\/ol>\n<h2>Pause and reactivate<\/h2>\n<p>Use <strong>Pause<\/strong>\u00a0on the card so the link stops accepting bookings, and <strong>Reactivate<\/strong>\u00a0to open it again. With <strong>Edit<\/strong>\u00a0you change hours, owner, pipeline or duration.<\/p>\n<h2>Expected result<\/h2>\n<p>For each booking, a lead-type contact is created (or the existing one is reused by email), an opportunity called &#8220;Booking from&#8221; plus the customer's name with source &#8220;Web booking&#8221;, and a meeting activity for the owner on the chosen date and time. You'll find it in the views <strong>Calendar<\/strong>\u00a0y <strong>Agenda<\/strong>\u00a0of the CRM.<\/p>\n<h2>Common issues<\/h2>\n<details>\n<summary>The customer sees &#8220;There are no available times this day. Choose another date.&#8221;<\/summary>\n<p>That day isn't checked in <strong>Available days<\/strong>, the time has already passed or there are no free slots left.<\/p>\n<\/details>\n<details>\n<summary>The customer sees &#8220;We couldn't book that time. Check your details and try again.&#8221;<\/summary>\n<p>Someone else may have taken that time just before, or the email isn't valid. Have them choose again.<\/p>\n<\/details>\n<details>\n<summary>It says &#8220;Couldn't load or save the booking page. Check the settings.&#8221;<\/summary>\n<p>Check that at least one day is checked, that the end time is later than the start time and that the time zone is written correctly (for example America\/Bogota).<\/p>\n<\/details>\n<details>\n<summary>The link says it doesn't exist.<\/summary>\n<p>The page may be <strong>Paused<\/strong>; use <strong>Reactivate<\/strong>.<\/p>\n<\/details>\n<details>\n<summary>The customer doesn't get a confirmation.<\/summary>\n<p>This page doesn't send a confirmation email; the confirmation is the on-screen message. If you need to, let them know yourself in the conversation.<\/p>\n<\/details>\n<h2>When to contact support<\/h2>\n<p>Write to us if there are bookings that don't appear in the CRM or times that don't show as expected. Send us: your company name, the booking page name, the owner, the configured days and hours, the date and time of the problem booking and a screenshot.<\/p>","protected":false},"excerpt":{"rendered":"<p>Create a page with its own link where your customers choose a date and time for a meeting with you or someone on your team. Each booking creates a lead and a meeting activity in the CRM.<\/p>","protected":false},"featured_media":0,"menu_order":12,"template":"","meta":{"ay_popular":0,"footnotes":""},"ayuda_seccion":[28,90],"class_list":["post-794","ayuda","type-ayuda","status-publish","hentry","ayuda_seccion-archie-talk","ayuda_seccion-talk-contactos-y-captacion"],"_links":{"self":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/794","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda"}],"about":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/types\/ayuda"}],"version-history":[{"count":0,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda\/794\/revisions"}],"wp:attachment":[{"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/media?parent=794"}],"wp:term":[{"taxonomy":"ayuda_seccion","embeddable":true,"href":"https:\/\/archietechnology.com\/en\/wp-json\/wp\/v2\/ayuda_seccion?post=794"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}