Use Bookings → Booking setup to review where meetings go and configure booking notifications separately. You need a connected Calendly or Cal.com account and a usable meeting type. Company rules require an owner or calling-policy administrator; notification editing uses server-confirmed workspace-settings permission. Personal preferences apply only to the signed-in member.

What you’ll see

The Booking setup page, where you choose a Calendar and Timezone, then select Save booking default.

Configure the appropriate layer

  1. Expand Calendar and AI booking. Review Connection, Workspace default and AI booking readiness. Choose Calendar, Meeting type, and Timezone, then Save booking default. A default integration account alone does not select a meeting type.
  2. Review personal preferences and the Company rule. Save company rule can require the company calendar for all meetings. Save my preference stores a verified personal account, individual meeting type and timezone; Use company default instead removes that preference. A company fallback does not confirm a named person’s attendance.
  3. Use Review AI booking abilities to inspect AI eligibility separately. Saving a destination does not enable AI abilities, phone routing or reminders.
  4. In Notification defaults, choose Edit defaults. Review enabled channels, timing, message text, owner and applicable caller details, then Save settings. Attendee agreement and contact details are prerequisites for outreach.
  5. In Meeting-type notifications, choose Edit and select Use notification defaults, Custom settings, or Off for this meeting type. Save the intended override independently.
  6. Review Scheduled notifications and call tasks for resulting activity. Follow-ups apply to attended meetings; contact hours and expiry rules also affect eligibility.

Confirm and recover

Use Refresh status, Refresh preferences, or Reload settings as appropriate, then verify each saved layer. A connection error is not an empty meeting-type list. Reconnect through Connections when instructed. If a save is unconfirmed, reload before retrying. No booking, invitation, reminder, text or call was executed to validate this guide.

Related: Calendar, Tasks, Settings.

Screenshots

The screenshot for this guide is shown above, under “What you’ll see”.