# Design a booking link: questions, its own look, and what happens after > In SkedX CRM, a booking link’s own page has four tabs beside a live preview (desktop or phone). Questions: Who they are — name, email and phone are each off, optional or required (email or phone always stays required), email can take only a work email, and Verify with OTP makes every booking wait for a 6-digit OTP sent to that email; each question is a card that opens in place — its words, choices added as chips, Required, “They can pick more than one”, Remove, arrows to reorder — and new ones start from four common questions or from eight kinds of answer. Design: the page follows the company’s brand kit (its main colour and logo); “Give this link its own look” sets a cover, logo and colour for this link only, and the headline, words and button are the link’s own either way. After booking: a message on the confirmation (also in the email), Add-to-calendar buttons, then stay, open a WhatsApp chat with you (a message typed for them, with values like their name and the time added from “Add a value”; they press send), or go to a web page. WhatsApp needs SkedX Flow: without Flow, or without a number in it, the tab says so with one step; while Meta approves the two booking messages the chat works and the WhatsApp confirmation waits. Answers stay with the booking — only name, email, phone and the campaign reach the record, and nothing a visitor types goes to Signal or to AI. Product: SkedX CRM · Topic: Calendar · Draft — steps not yet re-verified in the live product · Updated 2026-11-07 Every link is its own page. Change it on the left; the page on the right changes as you type. ## Video (1:18) Watch: https://skode.ai/help/crm/calendar/design-a-booking-link/ · MP4: https://skode.ai/help/videos/crm/calendar/design-a-booking-link.mp4 - 0:11 Step 1: Ask what this booking needs - 0:25 Step 2: Choose who they are - 0:45 Step 3: Follow your brand kit, or give it its own look - 0:59 Step 4: Choose what happens after - 1:11 Step 7: See it as they will Transcript: Every booking link is its own page, and you shape it on the left while the page on the right changes as you go. Here is how to design one in SkedX CRM. On Questions, each question is a card that opens in place. Type its words, add choices one by one, and say if it is required. Start from a question people often ask, or from a kind of answer. Above them, Who they are has one card each for Name, Email and Phone: Off, Optional or Required. On Email, pick Any email or Work email only, and turn on Verify with OTP to have every booking confirmed by an OTP sent to that email. Email or phone always stays required. On Design, the page wears your company's brand kit, its colour and logo. Give this link its own look sets a cover, logo and colour for this link only. The headline, words and button are the link's own either way. On After booking, write the message they see on the confirmation, and in its email. Then choose what comes next: stay on it, open a WhatsApp chat with you, or go to a web page. Switch the preview between Desktop and Phone to see it as they will. Every change saves as you make it. ## Step 1: Ask what this booking needs On **Questions**, each question is a card that opens in place: its words, its choices — type one in **Add a choice** and press Enter — **Required**, and **They can pick more than one**. Start a new one from a question people often ask or from a kind of answer. ## Step 2: Choose who they are Above your questions, **Who they are** has one card each for **Name**, **Email** and **Phone** — **Off**, **Optional** or **Required**. On **Email**, pick **Any email** or **Work email only**, and turn on **Verify with OTP** to make every booking wait for a 6-digit OTP sent to that email. Email or phone always stays required — the confirmation goes there; if you pick a choice that would leave neither, the card says so with the one fix. ## Step 3: Follow your brand kit, or give it its own look On **Design**, the page wears your company’s brand kit — its main colour and logo. **Give this link its own look** sets a cover, logo and colour for this link only. The headline, a few words and the button are the link’s own either way, and the preview changes as you type. ## Step 4: Choose what happens after On **After booking**, write the message on the confirmation — also in the confirmation email — then choose what comes next: stay on it, **Open a WhatsApp chat with you**, or go to a web page. The preview shows the confirmation itself, with **Message … on WhatsApp** when the chat is chosen. ## Step 5: Write the WhatsApp message they send The message is typed for them — they press send, nothing is sent for them. **Add a value** opens the list of what a booking fills in: their first or full name, the meeting, date and time, where, and your name. Each sits in the text as one chip. ## Step 6: When WhatsApp is not ready WhatsApp runs through SkedX Flow — your company’s own number. Without Flow the chat card says so with **See Skode Flow**; with Flow but no number it says **Connect**. While Meta approves your two booking messages, the chat already works and the WhatsApp confirmation waits — **Check in Flow**; email covers it meanwhile. ## Step 7: See it as they will Switch the preview between **Desktop** and **Phone**. On a phone, **Preview** opens it as a sheet. ## Common questions ### Where do the answers go? They stay with the booking and show on the meeting when you open it from Calendar. Only name, email, phone and the campaign reach the record; answers never go to Signal or to AI. ### Can I take only work emails? Yes — on **Email**, pick **Work email only**. Gmail, Yahoo, Outlook, Hotmail, iCloud, Proton, Rediff and the other free inboxes are refused at the field with “Use your work email.” Throwaway inboxes are refused on every link. ### What does Verify with OTP do? After they press Book, the page asks for the 6-digit OTP we email them and holds their time for 10 minutes; the booking is made when they type it. They can send it again (three at most) or use another email. Turn it off and Book confirms at once. ### Can someone book without an email? Yes — set **Email** to Off or Optional and **Phone** to Required. The confirmation and reminders then go on WhatsApp, and guests (who need an email) are not offered. ### Why is there no “How did you hear about us?” The booking already carries the ad, chat or page they came from — SkedX Signal records it on the person’s record, so they never have to tell you. ### Does the WhatsApp chat cost anything? No — they open the chat and send it themselves from their own WhatsApp. Only the WhatsApp confirmation and reminders SkedX sends for you pass through your wallet, like any send. ### What if I change the brand kit? Every link that follows it changes with it. A link with its own look keeps its own cover, logo and colour; **Back to the brand kit** undoes that. ### Can I start a link from another? Yes — **Duplicate** on a link’s page makes a copy to change. Videos and screenshots © 2026 SkedX, with sample data only. Share and link to them freely; copying the SkedX product or its design is not allowed. Terms: https://skode.ai/terms/ ## Related guides - Create a booking link and share it: https://skode.ai/help/crm/calendar/create-a-booking-link/ - What people see when they book you — and how they move or cancel: https://skode.ai/help/crm/calendar/what-people-see-when-they-book/ - Your calendar: the week, a meeting at a glance, and moving it: https://skode.ai/help/crm/calendar/your-calendar/ - Give your booking page its look — or let the brand kit lead: https://skode.ai/help/crm/calendar/design-your-booking-page/ Source: https://skode.ai/help/crm/calendar/design-a-booking-link/