# Creating and managing event types

{/* AUTO-SYNCED SOURCE: this page lives in apps/app/src/modules/booking/docs/ and is mirrored into the docs app by `bun sync:module-docs`. Edit it in the module, not in apps/docs. */}

<Lead>
Event types are the heart of Appointment Booking: each one is a bookable offer with its own link, duration, location and rules. This page explains every type, every setting and every action.
</Lead>

Creating and editing event types requires the configure permission for the tool. Without it, the area is read-only for you.

## Creating an event type

The create button in the **Event types** area opens a menu with all types:

<DefinitionList>
  <DefItem term="Individual meeting (Einzeltermin)">"1 host meets 1 guest". The standard for viewings, consultations and phone appointments.</DefItem>
  <DefItem term="Group meeting (Gruppentermin)">"Several participants per slot (open house)". One time window accepts multiple bookings until your participant limit is reached.</DefItem>
  <DefItem term="Round-robin">"Rotating hosts, appointments distributed fairly across the team". Available from 2 workspace members. Details below under [Team event types](#team-event-types).</DefItem>
  <DefItem term="Collective meeting (Gemeinsamer Termin)">"Several hosts at once, 1 guest". Also from 2 members. Details below under [Team event types](#team-event-types).</DefItem>
  <DefItem term="Single-use link (Einmal-Link)">A booking link for exactly one booking, see [Single-use links](#single-use-links).</DefItem>
  <DefItem term="Meeting poll (Terminumfrage)">Several suggested times, a vote, one finalized appointment. Own guide: [Meeting polls](/tools/booking/terminumfragen).</DefItem>
</DefinitionList>

## Templates and their defaults

The first editor step offers templates that pre-configure typical agent appointments. Everything remains adjustable afterwards.

| Template | Duration | Specifics |
|---|---|---|
| Viewing (Besichtigung) | 30 min | 15 min buffer before and after, 4 h minimum notice, 30-day horizon, phone required |
| Open house | 60 min | 10 seats per slot, 12 h minimum notice |
| Consultation (Beratungsgespräch) | 45 min | 1 day minimum notice, 60-day horizon |
| Phone appointment (Telefontermin) | 15 min | 2 h minimum notice, 14-day horizon |
| Round-robin | 45 min | Team event type with rotating hosts |
| Collective meeting | 60 min | Team event type with several hosts at once |
| Custom event type | free | Empty template without presets |

## The editor

After picking a template, the editor guides you through four sections. On the right a **live preview** of the booking page runs along and also summarizes the bookability rule (earliest bookable time and how far ahead).

<Steps>
  <Step title="What is it about? (Worum geht es?)">
    Name of the event type, optionally a linked property (then the meeting point automatically becomes the property address) and the host. For team event types you pick the team here; with fewer than two members the editor warns that at least 2 are required.
  </Step>
  <Step title="How long does it take? (Wie lange dauert der Termin?)">
    Duration of 15, 30, 45, 60 or 90 minutes, or a custom duration. For open house you additionally set the maximum number of guests per slot.
  </Step>
  <Step title="Where does it take place? (Wo findet er statt?)">
    Property address, custom location, phone or video. For video without a fixed link the tool automatically creates a Meet or Teams link, provided the host's calendar account is connected.
  </Step>
  <Step title="When can guests book? (Wann können Gäste buchen?)">
    Choice of schedule, or the switch **Eigene Zeiten nur für diese Terminart** (custom hours just for this event type) with its own inline weekly grid. Plus the minimum notice (1 h, 4 h, 1 day or 2 days) and the booking horizon (2 weeks, 30, 60 or 90 days).
  </Step>
</Steps>

## More options

Behind **Mehr Optionen** (more options) lives the fine-tuning:

<DefinitionList>
  <DefItem term="Buffer before / after">Minutes kept free before and after each appointment, for travel for example.</DefItem>
  <DefItem term="Slot grid">The interval at which start times are offered.</DefItem>
  <DefItem term="Link name">The part after `/book/` in the address. If it is already taken, the tool reports that this link is taken and asks for another name.</DefItem>
  <DefItem term="Description">Free text guests see on the booking page.</DefItem>
  <DefItem term="Phone number">Do not ask, optional or required. Required is recommended for viewings and is a prerequisite for WhatsApp workflows.</DefItem>
  <DefItem term="Visibility">Listed (appears on your public overview `/book`) or reachable via direct link only (unlisted).</DefItem>
  <DefItem term="Custom questions">Up to 10 questions in the booking form: short text, long text or choice, each with a required switch.</DefItem>
  <DefItem term="Note after booking">Text shown on the confirmation page, for parking instructions or documents to bring, for example.</DefItem>
  <DefItem term="Max. appointments per day">A daily limit for this event type only; 0 means unlimited.</DefItem>
  <DefItem term="Redirect">An address (https) guests are sent to after booking, for example a thank-you page on your website.</DefItem>
  <DefItem term="Free/busy rules">A switch per connected calendar feed controlling whether its busy times block this event type.</DefItem>
  <DefItem term="Active">The switch that makes the event type bookable or pauses it.</DefItem>
</DefinitionList>

## Cards and actions

Each event type appears as a card with a color tile, its link (`/book/link-name`, unlisted ones marked "· ungelistet"), the **active** switch, duration, "Open House · max. N" for open house, the linked property name, the number of upcoming appointments and the internal note. A paused entry shows "Terminart pausiert." (event type paused).

<Warning title="Warning dot on the card">
A warning dot saying the schedule of this event type has no available times means: the assigned schedule currently has not a single bookable window. Possible causes are listed in [Troubleshooting](/tools/booking/troubleshooting).
</Warning>

You change the card order by dragging; it also applies to your public overview page. Each card's menu offers:

- **View booking page**: opens the public page in a new tab.
- **Edit**: opens the editor.
- **Add to website**: the embed dialog, see [Booking page](/tools/booking/buchungsseite#embedding-add-to-website).
- **Internal note**: visible to your team only, never on the booking page.
- **Booking page language**: workspace default, German or English. Applies to the page, confirmation and guest emails of this event type.
- **Unlist / list**: removes the event type from the public overview or puts it back. The direct link keeps working.
- **Create single-use link**: see [Single-use links](#single-use-links).
- **Duplicate**: creates a copy, paused for safety ("Kopie angelegt (pausiert)").
- **Delete**: see below.

<Callout tone="warning" title="Deletion has rules">
The delete dialog warns: the booking link and all open single-use links of this event type expire; past appointments are kept. If confirmed future appointments still exist, the tool blocks with a message that confirmed future appointments remain and asks you to cancel them first. Cancel first, then delete. That way no guest can lose a confirmed appointment without being informed.
</Callout>

## Single-use links

A **single-use link** is a booking link that expires after exactly one booking. Ideal when you want to offer one specific person an appointment without listing the event type publicly; single-use links also work for unlisted event types.

<Steps>
  <Step title="Create">
    Via the card menu (**Einmal-Link erstellen**) or the **Einmal-Links** tab in the event types area. You can add an internal note (the prospect's name, say) and an optional expiry date.
  </Step>
  <Step title="Copy immediately">
    The plain link is shown exactly once: "Kopiere den Link jetzt. Aus Sicherheitsgründen wird er kein zweites Mal angezeigt." (copy the link now, for security reasons it will not be shown again).
  </Step>
  <Step title="Track the status">
    The list in the **Einmal-Links** tab shows each link's status: **open**, **used on ...** or **expired**.
  </Step>
</Steps>

<Info title="Simultaneous use">
If two people open the same single-use link, only the first books successfully. The second sees a message that this booking link has already been used or expired.
</Info>

## Offering times

With **Zeiten anbieten** (offer times, in an event type's **share** menu) you flip the flow: instead of letting the guest search, you propose concrete times.

1. Pick up to **5 free times** from the event type's real free slots. Only what is genuinely bookable is offered.
2. The tool builds a ready-made email text: each time is linked directly, one click pre-selects it on the booking page. At the end sits the regular booking link in case none of the times fit.
3. **Copy the email text**, paste it into your email, send.

If the dialog says there are currently no free times, check schedule and calendar connection, see [Troubleshooting](/tools/booking/troubleshooting).

## Team event types

From two workspace members on, two team types are available. Both need at least **2 available members**; otherwise the booking page deliberately shows no slots.

<Comparison>
  <CompareRow label="Principle" a="Round-robin: rotating hosts, appointments distributed fairly across the team" b="Collective meeting: several hosts attend the same appointment together" />
  <CompareRow label="When is a time free?" a="As soon as at least one member is free" b="Only when all selected members are free" />
  <CompareRow label="Who does the appointment block?" a="Only the member who gets the appointment" b="All participating members" />
  <CompareRow label="Typical use" a="Distributing incoming consultation or valuation requests across the team" b="Handover, notary or decision-maker appointments with several colleagues" />
</Comparison>

In both cases the guest books the team, not a person; the assigned host appears in the confirmation. Manual entry of appointments is not possible for team event types, see [Meetings](/tools/booking/termine#entering-an-appointment-manually).

## Further reading

Back to the overview: [Appointment Booking](/tools/booking). Next page: [Meeting polls](/tools/booking/terminumfragen). How guests experience the event type: [Booking page](/tools/booking/buchungsseite).