Bookings Setup
This guide walks you through launching Book a Session on your Flo page: when you are open, what you sell, how it looks, and how fans complete a booking.
You need Creator, Pro, or Studio to use bookings. See Bookings overview for plan limits and how the pieces fit together.
Creator plan requiredBefore you start
| Prerequisite | Why |
|---|---|
| Creator+ plan | Bookings are locked on Free |
| Availability | Fans need real open hours and a correct timezone |
| Flo Payments (for paid sessions) | Settings → Flo Payments — earnings account Active before paid checkout works — Flo Payments |
| Optional: Integrations | Google Calendar and Zoom for calendar events and join links |
Order that works well
Most creators set Availability first, then offers, then the Builder block, then Publish. You can edit offers in either Bookings or the Builder.
Step 1 — Set availability
Open Dashboard → Monetize → Bookings → Availability.
| Setting | What to do |
|---|---|
| Timezone | Choose where you work — Timezone |
| Weekly schedule | Turn on each weekday and set Start / End — Weekly schedule |
| Buffer between sessions | Gap after each session (account default) — Buffer and notice |
| Minimum booking notice | How far ahead fans must book — same guide |
| Date overrides (optional) | Block vacations or special hours — Date overrides |
Click Save changes (top right) and wait for Availability saved.
Timezone first
If the live clock on this page looks wrong, fix Timezone before creating offers or publishing. Wrong timezone is the main cause of empty or mis-timed slots.
Step 2 — Create a booking offer
A booking offer is the session fans book: name, length, price, and optional per-offer buffer.
From the Bookings dashboard
- Dashboard → Monetize → Bookings → Booking Offers
- Click New offer (top right)
- Fill in the modal → Save offer
Subtitle on this tab: Your session types — what clients can book and at what price.
Offer fields (dashboard modal)
| Field | Required | Details |
|---|---|---|
| Session name | Yes | What fans see (max 200 characters). Example: 1:1 Strategy Session |
| Description | No | What is included, who it is for (max 2000 characters) |
| Duration | Yes | 15, 20, 30, 45, 60, 75, 90, or 120 minutes (shown as 2 hours at 120) |
| Price | Yes for paid | You receive or Buyer pays with fee preview; set $0 or use This session is free |
| Buffer time | Yes | No buffer, 10, 15, 30, 45, or 1 hour — Overrides your default buffer for this offer |
| Active | Yes | When on, Clients can discover and book this offer when active. When off, fans cannot book this offer |
Save offer / Cancel close the modal.
Plan limit on active offers
| Plan | Active offers |
|---|---|
| Creator | Up to 2 |
| Pro / Studio | Unlimited |
Only Active offers count toward the cap. Pausing an offer (toggle on the offer card or Active off in the modal) frees a slot on Creator.
If you are at the limit, Flo prompts you to upgrade under Settings → Billing.
Manage offers on the grid
Each offer card shows duration, price, buffer, and type badge. From the card you can:
| Action | Effect |
|---|---|
| Edit (pencil) | Open the same modal |
| Pause / Activate (dot on cover) | Toggle Active without deleting |
| Delete (trash) | Remove the offer (confirm dialog) |
Step 3 — Add a Book a Session block
- Open Dashboard → Builder
- In the block library, under conversion blocks, choose Book a Session — Let visitors book calls or meetings.
- Click the new block to open the booking block editor
- Configure service + presentation → Save changes
- Publish or Update live
You can add multiple Book a Session blocks on one page (for example one block per offer). Each block links to one offer.
Booking block editor layout
| Area | Purpose |
|---|---|
| Left — settings | Pick offer, edit service details, style the block |
| Right — preview | Live preview of how the block looks (on wide screens) |
| Footer | Cancel or Save changes (saves offer + block settings to your page layout) |
If your timezone is not set, Flo shows a nudge: Set your time zone in Availability… with Open Availability →.
Step 4 — Link and edit the service in the Builder
Service picker
At the top: Service dropdown — choose which booking offer this block uses.
| State | What you see |
|---|---|
| No offers yet | No services yet — create one (link opens Bookings → Booking Offers in a new tab) |
| Offer selected | Summary card with duration, price, Inactive warning if paused, and Manage availability & settings link |
Changing the dropdown loads that offer’s name, duration, price, and buffer into the form below.
Service details (same data as the dashboard)
Under Service details:
| Field | Builder UI | Notes |
|---|---|---|
| Session name | Text field | Required to save |
| Description | Text area | Optional |
| Duration | Pills: 15, 30, 45, 60, 90, 120 min | Fewer presets than dashboard; same offer row in the database |
| Price | You receive / Buyer pays + amount | Set to $0 for free — hint: Set to 0 for a free session |
| Buffer time | Pills: No buffer, 5, 10, 15, 30 min | Slightly different steps than dashboard (no 45 min / 1 hour pills here) |
| Active | Toggle | Inactive services won't show on your page |
Save changes in the block editor runs saveBookingOfferAction — it updates the linked offer and writes block settings (including booking_offer_id, duration, price, buffer).
Step 5 — Style the block
Below service details, customize how the block looks on your page.
Variant (layout)
| Variant | Best for |
|---|---|
| Featured | Full experience — cover color, day strip, real time slots, book flow |
| Calendar | Week-style grid with real time slots |
| Card | Horizontal card; Availability and Next slot fields are marketing text (not live slots) |
| Compact | Single row; same — decorative Availability / Next slot unless you use Featured or Calendar |
Featured and Calendar load real open dates and times from your Availability and linked offer.
Presentation options
| Setting | What it does |
|---|---|
| Cover color | Hue slider for Featured-style cover |
| Flo email reminders | 24h and 1h before each session for bookings from this block — see Reminders. Account default lives in Bookings; this toggle applies when the booking is created |
| Headline | Optional override — empty uses Session name |
| Hook line | Short line under headline |
| Client quote / Quote author | Optional testimonial |
| Spots remaining | Optional urgency (count + label, e.g. spots left this month) |
| Badge style | Pill, Inline, or Hidden for duration/price badge |
| Show host photo | Your profile photo on the card |
| Availability | Label text (Card / Compact / marketing areas) |
| Next slot | Example line like Today, 2:00 PM (decorative on Card / Compact) |
| CTA button text | e.g. Book now |
| Show price | Toggle price display on the block |
Step 6 — Flo Payments (paid sessions only)
| Price on offer | What fans experience |
|---|---|
| $0 / free | Pick slot → enter details → confirmed (no Stripe step) |
| Above $0 | Pick slot → enter details → Stripe checkout → confirmed after payment |
Requirements for paid bookings:
- Settings → Flo Payments — complete onboarding until status is Active
- Offer price above zero and Active on
- Page published with a block linked to that offer
Fans may see your refund policy window (from Flo Payments settings) on the confirm step before checkout.
Revenue timing: paid sessions may sit in a payout hold until after the session — Payout hold.
Step 7 — Optional integrations
After the block is live, connect tools under Settings → Integrations:
| Integration | Benefit |
|---|---|
| Google Calendar | Calendar events + busy blocking + optional Google Meet |
| Zoom | Zoom link on confirmed bookings (overrides Meet when both are connected) |
Bookings still confirm if an integration fails — you may add links manually.
Step 8 — Publish and test
Publish
Builder → Publish or Update live so the block appears on your public Flo page.
Open your live URL
Use a private/incognito window (or another device).
Book a test slot
Pick a date and time, complete the flow (pay with a real card only if you intend to test paid checkout).
Check Bookings → Appointments
Confirm the session appears under Upcoming — Managing bookings.
Check email and calendar
Look for confirmation email and Google Calendar / Zoom if connected.
Two ways to maintain offers
| Task | Bookings dashboard | Builder block editor |
|---|---|---|
| Create first offer | Booking Offers → New offer | Needs at least one offer (create in dashboard first) |
| Edit price / duration | Offer modal | Service details + Save changes |
| Pause offer | Card toggle | Active toggle |
| Change weekly hours | Availability tab | Link: Manage availability & settings |
| Change block layout only | — | Variant, headline, CTA, etc. |
Keep Availability and offers in sync — a 90-minute offer needs a long enough open window on that day.
Common setup mistakes
| Mistake | Fix |
|---|---|
| No times on live page | Save Availability; check timezone, weekly hours, notice, offer duration |
| Paid checkout fails | Finish Flo Payments onboarding (Active) |
| Offer not in block dropdown | Create offer in Booking Offers; refresh Builder |
| Inactive offer | Turn Active on (dashboard or block editor) |
| Card block shows wrong times | Card / Compact use decorative Next slot text — switch to Featured or Calendar for real slots |
| Creator plan blocked from third offer | Pause an active offer or upgrade plan |
| Buffer feels wrong on page | Match Buffer time on the offer with Availability default — see Buffer and notice |
What's next?
| Guide | Topic |
|---|---|
| Bookings overview | Big picture and doc map |
| Availability | When fans can book |
| Managing bookings | Appointments tab after go-live |
| Cancellations | Cancel and refunds |
| Reminders | Email timing |
| Payout hold | When paid revenue unlocks |
| Integrations | Google Calendar and Zoom |