Calendar

Calendar Slot – White Empty slot with no bookings. Calendar Slot – Grey The blocked slot sync from google when you have turned on one-way sync – Not Editable. Calendar Slot – Light Grey The blocked slot sync from google (which is marked as free) when you have turned on one-way sync – Not Editable. […]

Manually Scheduling Appointments If you would like to schedule a new appointment manually, you can do so by clicking the “+ Schedule Appointment” button here. This is especially useful for phone sales or live chat sales. Appointment Panel Options Choose a Calendar When scheduling an appointment, you will need to first choose a calendar you’d

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 multiple calendars with the same or similar settings. Navigate to Calendars. Choose the one you’d like to duplicate, and click the 3-dot

This tutorial will teach you how to set up calendar and appointment booking triggers, so when somebody books an appointment, the system will fire off a chain of events based on that appointment that they self-booked. Step 1: Create a Trigger Navigate to Triggers and create a trigger. Give it a name such as “Customer

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 want to temporarily disable that calendar because you’re not offering it right now. You can disable the calendar service, rather than having to

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 reschedule or cancel an appointment. You want to ensure it is easy to do so, to prevent no-shows. Here, we’ll share how to ensure your reschedule and

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 event that registers with Facebook as ‘Submit Application’ for a Form or Survey Submission and ‘Schedule’ for a Calendar Submission What you’ll need:

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. Step 1: Access the Calendar Settings. Under Settings, navigate to Calendars. Or under Calendars, navigate to Calendar Settings Click “New Calendar” to create a new calendar, or click

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 calendars. Please refer to our tutorial “How to Create and Utilize Teams Within Your Calendar” to learn more about teams and team calendar setup. Part 1: Creating and

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 that operate within the same appointment type. There are many use cases for Team Calendars. Follow these steps to learn how to create new teams which will