This article covers what clients experience when booking an appointment through a Keap™ booking page link, including selecting a date and time, entering contact details, the confirmation screen, and the confirmation emails sent to both the client and the Keap user. For help setting up a booking page, see how to set up Keap Appointments.

Step 1 — Choose a Date and Time

When a client opens the booking page link, a calendar displays the available dates and times. Dates in the past and dates with no availability cannot be selected. Appointment times are available in 15-minute increments. Availability is displayed in the visitor's time zone, including automatic adjustments for Daylight Saving Time.

The screenshot above shows the Keap appointment booking page calendar with available dates and time slots.

Step 2 — Secure the Appointment

After selecting a time, the client enters their first name, last name, email address, and optionally their phone number, then selects Confirm to book the appointment.

The screenshot above shows the appointment details form on the Keap booking page.

Note: When a client selects Confirm, Keap creates a new contact record for clients who are not yet in the account. Clients who are already existing contacts have their records updated with the information entered on the booking form.

Step 3 — Confirmation Screen

After confirming the appointment, the client is shown a confirmation screen with the appointment details including date, time, and location.

The screenshot above shows the appointment confirmation screen displayed to the client after booking.

Confirmation Email to the Client

A confirmation email is automatically sent to the client after the appointment is booked. The email is sent from the Keap user's email address — not a system no-reply address — so clients can reply directly and the Keap user will receive their response.

The screenshot above shows a sample appointment confirmation email as received by the client.

Confirmation Email to the Keap User

When a client selects Confirm on the booking page, a confirmation email is also sent to the Keap user with the appointment details.

The screenshot above shows a sample appointment notification email as received by the Keap user when a client completes a booking.

Frequently Asked Questions

What does this article cover?

This article covers the client-facing appointment booking experience in Keap, including date and time selection, the booking form, the confirmation screen, and the confirmation emails sent to both the client and the Keap user.

Does booking an appointment create a new contact in Keap?

Yes. When a client who is not yet in the Keap account completes a booking, a new contact record is created automatically. If the client is already an existing contact, their record is updated with the information entered on the booking form.

Are appointment times shown in the client's time zone?

Yes. The booking page displays available times in the visitor's local time zone. The times also adjust automatically for Daylight Saving Time, so clients see accurate availability when viewing dates across a time change.

Can clients reply to the confirmation email?

Yes. Confirmation emails are sent from the Keap user's email address rather than a system no-reply address. Clients can reply directly to the confirmation email and the Keap user will receive the reply in their inbox.