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Meeting scheduling in Jump

Create booking windows, share a direct link, and let clients self-schedule based on your real calendar availability.

Written by Jamee Western
Updated this week

Who has access to this feature?

  • All users on Ramping, Core, and Scale (legacy)

  • All users on Meet


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What is meeting scheduling?

Meeting scheduling lets you share a booking link so clients can schedule time with you based on your availability.
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It allows you to:

  • Create different booking links for different meeting types

  • Set your availability, duration, and booking rules

  • Prevent double booking by checking your connected calendar

  • Add video conferencing

  • Send automatic confirmations, reminders, and reschedule/cancel links
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Before you start

To use Meeting Scheduling, you will need:

  • A supported calendar connection:

    • Google Calendar, or

    • Microsoft Outlook 365

If you have multiple calendars connected, you’ll choose which one each booking window uses.
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Create a booking window

Booking windows are the building blocks of Meeting Scheduling. Each booking window represents a specific type of appointment and its availability rules.
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You can create a booking window from:

  • The Booking Windows section on the Home screen
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  • Profile & settings → User settings → Booking Windows → + Create a booking window
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  • New Meeting → Create a Booking Window

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When creating a booking window, you’ll configure:

  • Calendar

  • Meeting duration

  • Availability

    • Repeating weekly availability, or

    • A one-time window for specific dates

  • Start time increments (e.g., every 15, 30, or 60 minutes)

  • Minimum time before booking (e.g., at least 1 hour before the meeting starts)

  • Maximum days in advance a client can book

  • Video conferencing (optional)
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Note: If you select Zoom, you may be prompted to disconnect and reconnect your Zoom integration. This is required so Jump can request additional permissions needed to create Zoom links for booked appointments.


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You can create a booking window with just a name, calendar, and availability — everything else is optional.
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Share your booking link with clients

Each booking window generates a shareable link that you can copy and send to clients.
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When a client opens your booking link:

  1. They see available times based on your configured availability and conflicts on your selected calendar.

  2. They select a time.

  3. They provide their name and email address.

  4. They receive a confirmation email with options to reschedule or cancel.

  5. The meeting is automatically added to your selected calendar.
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Branding and disclosures

Your booking page can include:

  • A logo in the top-left corner

    • If your Jump account has an account-level logo, it will appear on your booking page.

    • If you have set a personal logo, it overrides the account-level logo.
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  • A disclosure section

    • Any disclosure text configured in your account settings will automatically appear on your booking page.
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Schedule a meeting

You can share your availability or pick a meeting time yourself:

  • New Meeting → Create a Booking Window
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Manage your booking windows

You can manage all booking windows in Profile & settings → User settings → Booking Windows.
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From there, you can:

  • Edit a booking window

  • Delete a booking window

  • Copy its shareable link
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Booking links are also accessible from the Home screen for quicker access.
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Note: Lite seat users designated as team admins can manage booking windows on behalf of advisors but cannot create their own.


View availability in Calendar view

When you create booking windows, your availability will be visible in Jump’s calendar view as available time blocks on applicable days.
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This helps you quickly see:

  • When you're available for booking

  • How your availability aligns with your scheduled meetings
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Reminders

Email reminders can be sent automatically before meetings booked through your booking links.
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You can:

  • Choose how long before the meeting the reminder sends

  • Customize the reminder message
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Note: Confirmation and reminder emails are sent from your connected email address when permissions allow. If sending permissions are unavailable, emails are sent from [email protected].


Frequently asked questions (FAQs)

Can I have a landing page with multiple booking types?


Each booking window has its own individual shareable link. If you offer different meeting types (for example, “Initial Consultation” and “Quarterly Review”), you can create separate booking windows and send the appropriate link to each client.
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Can clients cancel or reschedule?


Yes. Clients receive a confirmation email after booking that includes options to cancel or reschedule their meeting.
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Can I use this for in-person meetings?


Yes. When creating a booking window, video conferencing is optional. If you do not select video conferencing (e.g. Zoom), you can use the booking window for in-person meetings.
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Why do my available times look off?

Confirm that you are viewing times in the expected timezone. Availability is based on the availability rules in your booking window and conflicts on your selected calendar.
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Why is a time slot missing?

If a time slot does not appear, check your connected calendar for conflicts during that time. Confirm your booking window availability settings allow that time.
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Need more help?

For more information, reach out to [email protected].
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