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.

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.