Event Types & Reports — A Step-by-Step Tutorial

1. What is an Event Type?

An event type is a reusable template for the kind of meetings you accept — for example, a 30-minute discovery call or a 60-minute paid coaching session. Each event type has its own duration, location, intake questions, and pricing. When a guest visits your booking page, they pick an event type first, then choose a time.

Free accounts can create one event type with up to 50 bookings per month. Pro accounts have unlimited event types and unlimited bookings, which is what most professionals need because you typically want at least two: a short discovery call and a longer paid session.

2. Creating Your First Event Type

1. From the dashboard, click Event Types in the navigation.
2. Click Create Event Type in the top right.
3. Give it a clear title that guests will recognize, such as "Free 15-Minute Intro Call".
4. Pick a duration. The most common are 15, 30, 45, and 60 minutes, but you can set any custom value.
5. Choose a location: Google Meet, Microsoft Teams, Zoom, in-person, or phone.
6. Click Create. Your new event type appears on your booking page immediately.

That is the minimum needed to start accepting bookings. Once created, you can refine every detail by opening the event type and editing it.

3. Field-by-Field Walkthrough

4. Real-World Event Type Examples

5. Adding Payments to an Event Type

If you want to charge for a meeting, connect Stripe from the Integrations page first. Then open the event type, set the price (in your chosen currency), and save. Guests will see the price on the booking page and be redirected to a Stripe checkout session before the booking is confirmed.

A booking only appears as Confirmed after payment completes. If a guest abandons the checkout, the pending booking is automatically cleaned up after one hour so the slot becomes available again. PickASlot does not take a platform fee — you only pay the standard Stripe processing fee.

6. Custom Intake Forms

Intake questions appear on the booking form alongside name and email. You can ask short text, long text, or dropdown questions. Mark a question as required to ensure guests cannot skip it. Answers are saved with the booking and emailed to you in the confirmation, so you can read them before the meeting.

Common intake questions include "What would you like to discuss?", "What is your company size?", or "Have you used a tool like this before?". Keep the form short — every extra field reduces conversion. Three questions is a good ceiling.

7. The Analytics Dashboard

Pro accounts get an Analytics page that shows you what is actually happening on your booking link. Metrics include total bookings over time, bookings broken down by event type, cancellation and no-show rates, top booking days, peak booking hours, and revenue collected through Stripe.

Analytics only become useful after you have at least 20-30 bookings, so do not be discouraged if the charts look thin in the first week. Once you have a few months of data, patterns like "Tuesdays are my busiest day" or "60% of discovery calls convert to paid sessions" become clear and you can adjust your availability accordingly.

You can filter the dashboard by date range to compare months or quarters. Switch between "all event types" and a specific one to see how each performs in isolation.

8. Downloading PDF Reports

Every chart on the Analytics page can be exported as a PDF. The generated report is a clean, brandable summary that includes the key metrics, top event types, revenue, and the date range you selected. It is designed to be readable on its own — useful for sharing with a manager, including in a quarterly review, or sending to an accountant.

1. Open the Analytics page in the dashboard.
2. Pick the date range you want to report on.
3. Click Download PDF in the top right.
4. The report generates in your browser and downloads automatically — no email or wait time.

Reports use your custom branding (logo and brand colour) if you have configured them in Settings — Branding. That makes them suitable for forwarding to clients without further editing.

9. Tips for Better Booking Numbers

• Limit choice. Three event types is usually plenty. Too many options cause guests to abandon the page without booking.
• Front-load the value. Use event-type titles that explain the outcome, not the format. "Strategy Session: Book Your First Client" beats "30-Minute Call".
• Use a free intro call. A free 15-minute call funnels prospects toward your paid sessions and gives you a chance to qualify them.
• Keep intake forms short. Each extra question reduces conversion. Two or three required questions is the sweet spot.
• Add buffer time. Back-to-back meetings burn you out and lower the quality of the next session. 10-15 minutes between calls is worth it.
• Review analytics monthly. Look at peak booking days and shape your availability around them. If 70% of bookings happen on Tuesdays and Wednesdays, consider blocking other days for deep work.