Calendar Setup 101

Select Calendarsfrom the Settingsmenu

Select Create Calendar

From here select what kind of calendar you are wanting to create.

If you selected Round Robin (Group Calendar) you will need to select a group.

After selection you will be met with one of the following menus: Group on the left and Event on the right.

Choose your Appointment Distribution - How you want appointments for services to be distributed for the group (This step only applies for group calendars - automatically skipped for unassigned calendars).Optimize for availability – Select user, priority level and location for each group member. Availability is based on priority levelOptimize for Equal Distribution – Select user and enter location for each group member. Sets appointments by sequence, starts at the top of the list of users and works its way down

Calendar– Description on CalendarCalendar name – Name for your calendarDescription – Written representation for eventCalendar URL - Path Name for your calendar linkAppointment title – Name for appointment (add title after {{}})Event color – Color the event will appear in

Customize Appointment Slot SettingsSlot Duration – Duration of each appointment (30 minutes, 1 hour, etc.)Slot Interval – Frequency of appointment availability Buffer Duration Between Appointment - determines how frequently appointments can be booked in relation to each other (i.e. with a 15 minute buffer, if you have 30 minute appointments, once an appointment is booked for 10:00am-10:30am the calendar will put in a 15 minute buffer so the next appointment could be booked at 10:45am.) Appointments Per Slot - Maximum number of appointments permitted per slot for the user (If there are more appointments than the given slot number for that user, then it either switches over to the next user in the round-robin queue or marks the slot unavailable for the prospect to book)Appointments Per Day - Maximum number of appointments permitted per day on this calendar

Choose Scheduling NoticeMinimum Scheduling Notice – Days to be notified before appointmentDate Range – Days events can be scheduled in the next entered days

Set Office HoursSelect days – Blue = Days selected, Gray = Unselected DaysSelect + Hoursto add additional hours to specific daysSelect Apply Allto copy hours for the rest of the days selected

NOTE:If the Company time zone is different from your user timezone, you will need to set the calendar availability to reflect the user timezone instead of the company timezone. For example, if a user is available 8am-5pm PST and the company is EST, you will need to set the calendar availability to be 11pm-8pm EST for it to show properly.

Form SettingsCustom Form - you can set a custom form for the booking widget instead of the default form which having first name, last name, email, and phone fieldsUse Sticky Contact - Follows the contacts journey and keeps information they have enteredUse Stripe Payment – Must have Stripe integrated on your account. Choose Amount, Currency type, and message for charge description

Notification & Additional OptionsLet calendar auto confirm my appointment - Auto confirm an open sport on your calendarSend appointment alert emails to the assigned group member - Please note that if this is selected sometimes the emails may look like the appointment was not auto confirmedAllow google calendar to send invitation or update emails to attendees – Allow google to notify attendees of appointmentAllow rescheduling – Option for client to rescheduleAllow cancellation – Option for client to cancelAdditional notes – Contains link to reschedule or CancelAssign contacts to their respective calendar team members each time an appointment is bookedPixel ID - It will come through as part of your scheduleCustom Code

Form SubmissionsForm submit Redirect URL - In case you have a confirmation page and want visitors to go on the next level of the funnelCustomize Thank You Message - Type in the box here if you want something different then the default message

ClickCompleteto confirm your changes and save your settings.

Calendars that have been saved to the account will appear in the Calendar settings

Click on …to make changes:

Duplicate - Create a Copy

Copy Embed Code - Retrieve Source Code

Copy Scheduling Link - Share URL for booking

Edit – Make Changes to Calendar

Deactivate calendar – Disables calendar until it is enabled again

Delete calendar – Delete calendar from the account