Documentation

Getting started

From sign-up to a booking link people can use - in about five minutes.

Connect a calendar

Link Google, Outlook, iCloud, or any feed so you're never offered a time you're busy.

Your booking page & profile

Brand the public page people land on, and choose exactly what they see.

Connect Zoom

Link your Zoom account so every Zoom booking gets its own meeting and join link, created automatically.

Create a booking type

One template per kind of meeting - shaped exactly how you work.

Set your availability

Weekly hours, date exceptions, multiple schedules, and defenses that hold.

Manage & reschedule bookings

Reschedule, cancel, handle no-shows, and let Otter do the shuffle.

Reminders & notifications

Reach people where they already are, so meetings don't get missed.

Team scheduling

Round-robin, collective availability, and shared team rules - from one link.

Routing forms

Ask a couple of questions, then send each visitor to the right person or meeting.

Group polls

Propose a few times, let people vote, lock in the winner as a real booking.

Ask Otter (the AI assistant)

Chat or talk to your calendar - it drafts every change and never acts without a tap.

Voice & messaging (WhatsApp, SMS, receptionist)

Talk to Otter, text it, or let it answer the phone and book for you.

Workflows & automations

Automatic messages and calendar actions that fire around your meetings.

Insights & where your time goes

See your meeting load, your booking funnel, and how your week actually splits.

Payments & prepaid packages

Charge to book, take deposits, and sell bundles of sessions - via Stripe.

CRM sync (Salesforce & HubSpot)

Log every booking to your CRM automatically - contact plus meeting activity.

Developer: API, webhooks & embed

Keys and REST endpoints, signed booking events, and the embeddable widget.

Self-hosting DayOtter

Run the whole platform on your own infrastructure, with every feature unlocked.

Building extensions (plugins)

Add capabilities - notes, scribe, new connectors, Otter tools - without forking.

Analytics & privacy

Turn product analytics on (Mixpanel, Google Analytics, PostHog) or off, and let people opt out.

Integration setup: IDs, keys & webhooks

Where to get the credentials and which redirect URI / webhook to register for Google, Microsoft, Apple, Salesforce, HubSpot, Zoom, Stripe, Twilio and Resend.