Calendar

Here you can manage all of the calendars and their settings. Calendar List 1. Create Group ****This allows you to create a group with which you can set up a group calendar. If you have more than one user who would use one single calendar, it would be helpful to create a group of users […]

In this section, you will learn how to set up a new calendar with advanced customization. it will help you understand which calendar type to use and when to use it. How to Create a New Calendar To start creating new calendars simply click on the “Create Calendar” button on the right upper corner of

Creating a Round Robin Booking If you want this new calendar to fall under an existing Group calendar, it’s best you select the Round Robin Booking calendar type. The Round Robin booking (Round Robin scheduling) allows you to determine how you want leads to be distributed among your assigned team members. Select Calendar Group Once

Creating an Event Booking The Event booking allows you to create a single calendar without building it under a group calendar. If you would like to create a single calendar it’s best you select this. “Select” button to move to the next step. Calendar Setup Once you select a Calendar group, you will be directed

“Team” calendars are now referred to as “Groups”. In this section, you will learn how to add a group calendar. Adding a Group calendar is now done within the calendars settings tab, Users are directly added to their respective Calendars within the Team & Event Step in the calendar modal. Overview Groups have multiple users

  Meeting Location Calendar preferences give you the ability to change specific parameters around Meeting location, time, and language. From the dropdown menu, you can select the location for your meeting. Updating My Preference User Preference Custom- Lets you choose custom location for your meeting. Zoom- Choose this if you wish to meet over a

Time zone You can choose the timezone of your choice. This will only be applicable for your own use. Client does not necessarily have to be in the timezone that you have set for your calendar. Working Days With the help of checkboxes, you can set your working days. Working Hours Lets you set the

Here you can manage your calendar integrations with google calendar, zoom etc. Selecting Main Integration Calendar From the dropdown menu here, you can select the main integration calendar. For this, you will first need to connect your calendar with your CRM system for it to appear in the dropdown menu. Calendars Here you can view

If you have multiple calendars connected to your CRM, or if you’ve created multiple calendars, you can filter which calendar you want to look at by using this drop-down tab.   Change Date Range You can change the date range of your calendar in order to see scheduled appointments for the month, week, or day.

Appointment Actions n this column, you can change the appointments’ status or cancel an appointment. Here are all the appointment actions: Confirmed Reschedule Invalid Cancelled Showed No-Show Delete Scheduled Appointments List Name Of The Contact In this column, you can see exactly who scheduled the appointment with you or your team. Requested Appointment Time In