Calendar

This is an overview on how to create and edit your ‘unassigned’ calendars (or non-team calendars). Step 1: Create a New Calendar or Edit an existing Calendar Navigate to Calendars Click on +New Calendar to add a new calendar OR click the … next to an existing calendar to open the menu to edit it. A […]

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 appointment statuses based on tags, specifically related to the Invalid Status.   Part 1: Set up a tag for invalid appointments. Step 1: Create a tag called “Invalid Appointment”. Part 2: Create

When connecting your Google calendar to your CRM calendar, you may see the following error message: You need to have writer access to sync appointments to the selected Google Calendar. Please check with the Google Calendar owner in case syncing is required. Follow the steps below to update the writer access and resolve this error message.

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 have a 3rd party calendar, other than Google or Outlook, you can sync it to a Google Calendar, and sync that Google calendar with the system (using the Google

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 system scheduled during that time. Follow these simple steps to block off time in your calendar. Step 1: Creating Blocked Time Navigate to Calendars Click

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 you want to make an exception for someone and book an appointment at 5:00pm on a Thursday with them. Follow the steps below to manually schedule an appointment outside

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. NOTE: Only Outlook.com, Office365, live.com, and Hotmail calendars are supported. You can also have only one (1) Outlook account connected to one user in

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 to the system, and then set your User Availability for your meeting/appointment ‘location’ to be a Google Meet link. It’s as simple as that! Step