Online booking and staff calendars

Connect appointments to customer records and follow-up tasks.

Needs: Booking module + Booking Hub

Booking Hub was installed but inactive at the time of this screenshot, and no staff calendars were connected.

CRM-NG uses Booking Hub to schedule appointments. The integration brings bookings into CRM-NG as lead or client information, notes and staff tasks. Optional calendar connections help coordinate staff availability.

Prepare Booking Hub

Open Settings → Online Booking and check the dependency status. Install and activate a compatible Booking Hub release, then configure its services, staff, working hours and availability.

The setup action can add starter services, weekday availability and a booking page. Examples include consultations, assessments and support sessions. Check them against the services you actually offer before publishing the page. A page created as a draft is not yet a public booking route.

Test the appointment process

1. Choose the services and staff customers may book.
2. Review the public page and the appointment choices it offers.
3. Make a controlled test booking in the appropriate environment.
4. Check the resulting lead or client, note and staff task in CRM-NG.
5. Change or cancel the booking through the supported process and check that the CRM records reflect the change.

Test with an existing customer's email and with a new inquiry, so you understand how each is matched.

Connect Google or Microsoft calendars

Calendar connections require a provider application, the redirect address shown in settings and authorization for the intended staff calendar. Each staff member connects their own calendar. After connecting, review the status and test both a new appointment and time marked busy in the external calendar.

Check which event types and fields are synchronized in your setup. Do not assume that every detail moves in both directions.

Booking Hub was installed but inactive on the production site when this guide was prepared, and no staff calendars were connected. The screenshot shows those settings; a live booking and calendar sync were not verified for this edition.