DocFilaDocFila Schedule — Booking & Appointment Scheduling
Let clients book time with you without the back-and-forth. DocFila Schedule gives you event types, availability rules, Google and Outlook calendar sync, automated reminders, invitee document upload, and AI prep briefs — all inside the DocFila app. Public booking pages live at schedule.docfila.com.
Scheduling Built for Document-Heavy Work
DocFila Schedule handles the booking workflow consultants, freelancers, and small teams need — with document collection built in, not bolted on.
Event Types
Create distinct meeting types — 15-minute intro calls, 45-minute reviews, or multi-hour workshops. Each event type gets its own duration, description, location (in-person or video), and public URL.
Availability
Set weekly hours, date-specific overrides, and buffer time between meetings. Invitees only see slots you have actually opened, reducing no-shows and scheduling conflicts.
Google & Outlook Calendar Sync
Connect Google Calendar or Microsoft Outlook. Existing events block new bookings, and confirmed appointments can appear on your calendar automatically so you stay in sync across tools.
Automated Reminders
Send reminder emails before meetings — typically 24 hours and 1 hour ahead — so both you and your invitee show up prepared. Follow-up messages help close the loop after the call.
Invitee Document Upload
Collect files during booking: intake forms, signed agreements, ID copies, or project briefs. Uploaded documents land in DocFila where you can review, sign, or store them in your vault.
AI Prep Brief
Before a meeting, DocFila can generate a structured prep brief from the booking details, the invitee's answers and the names of the documents they attached, so you walk in with context. The brief does not read the contents of uploaded files, and you generate it when you want it.
How to Set Up DocFila Schedule
Five steps from empty calendar to shareable booking page.
Open Schedule
Launch DocFila and open Schedule from the tools menu. Your host dashboard shows upcoming bookings, event types, and availability settings in one place.
Create Event Types
Define each meeting type with a name, duration, and description. Add location details for in-person meetings or a video link for remote sessions.
Set Availability
Configure your standard weekly hours and any exceptions for holidays or travel. Set minimum notice and buffer times between back-to-back bookings.
Connect Calendars
Link Google Calendar or Outlook so busy times from other calendars block new bookings. Test with a sample booking to confirm the event appears on your calendar.
Share Your Booking Page
Share your public URL at schedule.docfila.com/host-slug/event-slug. Add it to your ProTree, email signature, or website so clients can book without emailing you first.
More Than a Booking Link
DocFila Schedule sits inside a document platform. Collect signed contracts with e-signatures, review uploaded PDFs with the PDF editor, and store sensitive client files in your encrypted vault. Link your booking page from ProTree so one bio URL covers scheduling and everything else.
Consultants running intake calls, tutors scheduling sessions, and service providers collecting documents before appointments — Schedule keeps booking, reminders, and file collection in one workflow instead of three separate apps.
Related DocFila tools
Keep going with the document workflow that matches this page. Open the tool you need, then finish the file in DocFila.