Calendar
25 articles
6 min read
How to Utilize the Calendar
Calendars are a useful way for managing appointments in your system. Before creating a calendar, you’ll want to ensure you have an understanding on unassigned vs. team…
1 min read
Google Meet Calendar Integration
If you’d like to use Google Meet to connect virtually for appointments, check out this quick tutorial to get your account set up. You can simply integrate your Google account…
1 min read
Outlook Calendar Integration
Outlook calendar integration is a great feature you can use with a Teams Calendar. This allows you to create and sync calendar invites for Outlook, and to sync back to the system.
1 min read
Calendar Sync Options
There are different options for syncing the calendar in your system. It is important to understand these options, to ensure you choose the best option for your business.
2 min read
How To Create and Utilize Teams With Your Calendar
Creating a team in your system is one way you can organize users and conveniently manage a collective calendar. Team Calendars are often useful when you have multiple users…
2 min read
How To Set Up Calendar And Appointment Booking Triggers
This tutorial will teach you how to set up calendar and appointment booking triggers so that when somebody books an appointment, the system will fire off a chain of events…
1 min read
How to Add Facebook Pixel to Survey, Forms & Calendars
You can add a Facebook Pixel event directly to your forms, surveys and calendars. This pixel will then fire upon a submission of the form, survey or calendar. This is a default…
2 min read
How To Update Cancellation and Reschedule Links For Your Calendar
Having your calendar set up properly ensures your clients can book appointments with you so you maximize your business opportunities. Sometimes, your clients need to be able to…
3 min read
How to Create and Edit an Unassigned Calendar
This is an overview on how to create and edit your 'unassigned' calendars (or non-team calendars).
1 min read
How To Mark Appointment Status as Invalid Using Triggers
You can update an appointment status based on tags, which may be useful for your business and any automations you run. Here's a recommended best-practice for updating…
1 min read
What To Do If you Get the Google Calendar Writer Access Error
When connecting your Google calendar to your CRM calendar, you may see the following error message:
1 min read
How to Integrate A Calendar Using Calendar Bridge
This article will walk you through how to integrate a Calendar in your account using Calendar Bridge. Calendar Bridge is an application that can sync multiple calendars. If you…
3 min read
Recurring Appointments
Introducing Recurring Appointments.
1 min read
Calendar Color Codes
Using the calendar is a great way to block off time away, manage scheduled appointments, and more.
1 min read
How To Block Off Time In A Calendar
You may want to block time out of your standard availability in your calendar, for a variety of reasons, including being away/out of office, or having something outside of your…
1 min read
How to Override Calendar Availability
You may want to schedule an appointment manually, at a time you're not typically available. For example, maybe your normal scheduling availability is Monday-Friday 8am-4pm, but…
1 min read
How to Copy or Duplicate a Calendar
When creating a new calendar, you can copy and duplicate an existing calendar, if you want to duplicate all or most of the settings. This will allow you to save time setting up…
1 min read
How to Disable and Enable Calendar Service
This tutorial will teach you how to disable and enable calendar services. Maybe you have a service that you typically offer such as a 30 minute consultation or a demo, and you…
2 min read
Appointment Booking Process
You can book appointments for any of your Calendars in the Calendar tab! This is a great way to stay organized and easily add appointments into your day. In the left-hand…
2 min read
How to Utilize the Calendar
Utilizing the calendar to access a visual display of your appointments and blocked-off time is important. This guide will walk you through how to accomplish these actions, help…
1 min read
How to Deactivate and Activate Calendars
This tutorial will teach you how to deactivate and activate calendar services. Maybe you have a service that you typically offer such as a 30 minute consultation or a demo, and…
4 min read
Calendar Setup 101
Calendars are a useful way for managing appointments in your system. Before creating a calendar, you’ll want to ensure you have an understanding of calendar types and groups.…
1 min read
How To Create and Utilize Groups With Your Calendar
Creating a group in your system is one way you can organize users and conveniently manage a collective calendar. Group Calendars are often useful when you have multiple users…
3 min read · Video
How to Create and Edit Calendars
This is an overview on how to create and edit your calendars. By setting up and customizing your calendar features, you can create appointments and manage your time in your…
1 min read
Stripe Integration For Calendars
If you’d like to charge your customers when they book an appointment on your calendar, you can integrate Stripe with the calendar booking widget. This article will show you how…