Calendar Settings

Understanding the Process Before delving into the detailed steps, it's essential to grasp the general workflow for manually confirming appointments within your CRM. This process involves critical actions, from turning off automatic confirmations to individually approving each appointment request. Turning Off Auto-Confirmation Open your CRM and navigate to the calendar setup section. Move to the third step in the setup process. Find the option labeled "Auto-Confirm Appointments" and make sure it is disabled. By disabling this feature, you maintain control over which appointments are approved, allowing you to assess each request before confirmation. Leveraging Custom Forms for Enhanced Data Collection Go to the form builder section in your CRM. Create or choose a custom form designed to collect detailed information from potential clients. Using custom forms alongside your booking widget enables you to gather more than just basic contact information, allowing for a thorough evaluation of each appointment request. Managing and Confirming Appointment Requests When a lead schedules an appointment through the booking widget, it appears in the "Appointments" tab with a status indicating "Action Required." This label means the appointment needs your manual confirmation. Access the appointments tab to review pending requests. Select the appointment that needs action. Manually confirm the appointment by updating its status to "Confirmed." Setting Up Notification Triggers To make the manual confirmation process more efficient, configure notification triggers within your CRM. Appointment Request Trigger: Set this to alert you whenever a new appointment request is received. Confirmation Trigger: After you manually confirm an appointment, this trigger can automatically enroll the lead in an appointment reminder sequence and update their opportunity status. Troubleshooting and Frequently Asked Questions Can't find the option to disable auto-confirmation? Make sure you're in the third step of the calendar setup. If you still can't find it, consult your CRM's help documentation or contact support. Can I manually confirm appointments I schedule myself? Appointments that you schedule directly within the CRM are confirmed automatically. Manual confirmation is specifically for appointments requested through the booking widget by leads. How do I ensure I receive notifications for new appointment requests? Confirm that you've correctly set up the appointment request trigger and verify your notification settings to ensure timely alerts. This guide provides you with all the necessary steps and tips to efficiently manage and confirm appointments manually within your CRM.

To start creating a team calendar, navigate to the "Calendars" section within the Settings menu. Look for the "+ Add Group" button and click on it to begin. When setting up a new calendar group, you'll need to provide the following details: Group Name Description URL Slug After entering the necessary information, proceed by clicking the "Create" button to finalize the setup.

Creating a Standalone Calendar For instances where you need a calendar not linked to any group, the Unassigned Booking is the best option. This allows you to create a solitary calendar, making it easier to manage independent schedules. Click the "Select" button to proceed to the next step. Calendar Configuration After choosing your calendar type, you'll be directed through a three-step setup process: Team & Event Setup Availability Confirmation Team & Event Setup Naming Your Calendar Enter a name for your calendar. This name will be visible to your leads and clients, giving them an idea of the purpose of the appointment. Description Provide a detailed description of the calendar's purpose or the event. This information will be visible to anyone scheduling an appointment. Appointment Title This title will appear in your calendar and in the confirmation emails when appointments are scheduled. Meeting Location You can either manually enter the location or leave it blank to use a default location from your settings. Event Color Selecting a color helps organize your events. This color will sync with Google Calendar. Click to select or change the event color.  Linking Your Calendar Here, you can link the calendar with external services like Google Calendar or Microsoft Outlook. Ensure your calendar provider is connected under the Integrations section in Settings.  Calendar Sync Options How your calendar syncs with your CRM is critical: One-way Sync: Appointments from your CRM sync to your calendar, but external events appear in gray. Two-way Sync: Full interaction between calendars, with events syncing both ways and triggers activated in your CRM. Smart Sync: Sync events based on the contact's presence in your CRM, applying color coding and triggering events selectively. Disable Trigger: Contacts sync without activating any CRM triggers.  Availability Settings Next, configure the availability for this calendar. Appointment Slot Configuration These settings allow you to control the duration, intervals, and number of appointments. Slot Duration: Choose the length of each appointment. This is visible during booking. Slot Interval: Set the intervals between available slots (e.g., every 30 minutes). Buffer Between Appointments: Add a buffer time between appointments to prevent back-to-back scheduling. Appointments Per Slot: Set a maximum number of appointments per time slot.  Scheduling Notice Minimum Scheduling Notice: Set the minimum time required before someone can book an appointment. Date Range: Restrict the calendar to show available slots within a specific date range (e.g., next 6 hours, 6 days, etc.).  Office Hours This section controls the weekly availability displayed on your calendar. Standard: Turn on or off the days you are available for scheduling.  Recurring Appointments Enable this option to allow clients to book recurring appointments. Set the frequency (daily, weekly, etc.) and configure actions for unavailable slots.  Custom Appointments Use the Custom option for specific dates and times, ideal for events like webinars. Add Date: Select specific dates. Add Time: Set specific times for each selected date. Note: Choosing the Custom option overrides other scheduling notices and recurring settings. Confirmation Form Settings Every calendar comes with a default form to capture essential information like name, email, and phone number. Custom Forms: Use a custom form from your CRM. Sticky Contact: Enable this to prevent returning clients from re-entering information. Payment Collection: Enable payment collection during scheduling by integrating with Stripe.  Notifications & Additional Options This section allows you to manage notifications and post-booking options. Notification Type: Choose who gets notified and how. Auto-Confirm Appointments: Automatically confirm appointments and trigger related automations. Allow Rescheduling/Cancellations: Provide clients with the ability to reschedule or cancel appointments via links in confirmation emails. 

Advantages of the 'New Features' Button The 'New Features' button integrated into our CRM's calendar functionality offers significant benefits, including: Effortless Awareness: This feature keeps you effortlessly informed about the latest calendar updates, eliminating the need to manually search for new functionalities. Instant Access: Not only does this button reveal new features, but it also allows you to activate them or explore additional information through the Help Docs instantly. This ensures that you can quickly incorporate new tools into your workflow. Personalized Experience: Understanding that not all features suit every user, the button also provides the flexibility to opt-out of specific updates, ensuring a more tailored CRM experience. Step-by-Step Instructions for Using the 'New Features' Button Follow these steps to leverage this feature fully: Access the Calendar: From the CRM's left-hand navigation menu, click on the 'Calendars' tab. Then, navigate to the 'Calendar Updates' option located in the upper right corner. Review the Updates: Click on 'Calendar Updates' to view the latest enhancements. This section serves as your go-to source for all new and improved calendar features. Activate Features: Once you find an update of interest, click on it, then select the 'Get Started' button. This action either enables the feature or redirects you to detailed Help Docs for further guidance. Personalize Your Experience: If you prefer not to see the 'Calendar Updates' widget in the future, simply click on 'Don’t Show This Again.' This option allows you to customize your CRM experience according to your preferences. Enhancing Your CRM Experience The 'New Features' button within Calendars is more than just a notification tool—it's your gateway to ensuring that your CRM is always up-to-date, customized, and aligned with your business's evolving needs. By staying informed and selectively adopting new features, you can maintain an innovative edge in your operations. Troubleshooting and Common Questions What if the 'New Features' button isn't visible? Ensure that you're running the latest version of the CRM. If the issue continues, reach out to support for help. Can I re-enable the 'Calendar Updates' widget after opting out? Yes, you can reactivate it through your account settings or by contacting support for assistance.

Before exploring how iCloud Calendar can be integrated with your CRM system, it’s important to understand a few critical points: Compatibility: The iCloud Calendar integration is specifically designed for Class Booking, Round Robin, Collective, and Service Calendar functionalities. It does not support a simple calendar integration with iCloud. One-Way Synchronization: This integration functions as a "One-way" sync. Events scheduled in your CRM software will be synced to your iCloud Calendar. Any changes made to these events within the CRM will be updated in iCloud. However, modifications made directly in iCloud won’t sync back to the CRM calendar. Example Scenario: Imagine you book an appointment titled "Hair Cut" through your CRM software, and it syncs to iCloud. If you modify or delete this appointment in the CRM, these changes will reflect in both your CRM and iCloud Calendar. On the other hand, if you create an event like "Pick John from school" directly in iCloud, this will display in the CRM, but any edits in iCloud won’t be reflected in the CRM. Future Possibilities for Two-Way Sync: While the current system supports only one-way synchronization, a future enhancement could allow for two-way sync, where events created in either platform (CRM or iCloud) would automatically update in the other, eliminating the need for manual updates. Steps to Connect Your iCloud Calendar with CRM: Step 1: Obtain an App-Specific Password from Apple: Go to appleid.apple.com. If not already done, enable two-factor authentication under Security. Under "App-Specific Passwords," select "Generate Password." Name it (e.g., "CRM Calendar Integration") and click "Create." Copy the generated password for use in Step 2. Step 2: Integrate iCloud with Your CRM’s Calendar: Go to Settings > My Profile > Integrations in your CRM. Select "Connect" next to iCloud Calendar. Enter your iCloud email and the app-specific password from Step 1. You should now see a successful connection message. Step 3: Set Up Primary and Conflict-Checking Calendars: Primary Calendar: In My Profile, go to Calendar Configuration. Edit the Primary Calendar and select the account you’ve integrated with the CRM. Save your changes to set this as your Primary Calendar. Conflict Checking: In Calendar Configuration, go to "Check for Conflicts." Choose additional calendars that should be considered to avoid double bookings. The CRM will now consider events from these selected calendars when checking availability. This guide should help ensure that your CRM and iCloud Calendar work together smoothly, minimizing scheduling conflicts and improving your workflow.

The CRM platform provides a convenient feature that allows you to embed calendars directly onto your website, whether it's a single calendar or a collection of them. This capability is especially beneficial for businesses that manage various services or have multiple team members available for appointments. Integrating your calendar into your website enhances client experience by simplifying the booking process and streamlining your schedule management. How to Embed a Calendar: A Step-by-Step Guide Getting the Calendar Code: Go to the 'Calendars' section within your CRM dashboard. You can choose to embed either an individual calendar or a group of calendars: For an individual calendar, select the desired calendar and click to copy its code. To embed a group of calendars, make sure the group is already set up. Then, without selecting a specific calendar, copy the group code, enabling users to pick from multiple calendars. Embedding the Code on Your Website: Create a new webpage on your website where you intend to embed the calendar. Use your website's content management system (CMS) to edit the page. Paste the copied calendar code into a designated HTML or embed code block on the webpage. Publish or update the webpage. Testing the Integration: After the webpage is live, visit the page to test the calendar integration. If you've embedded a group of calendars, you should be able to choose between different calendars within the group. Selecting a calendar should display its available appointment times. Troubleshooting Tips Calendar Not Displaying: Make sure the entire code is copied without any omissions and pasted into the correct section of your webpage that accepts HTML or embed codes. Incorrect Calendar Displayed: Verify that you've copied the correct code corresponding to the desired calendar or group of calendars. If only one calendar is showing instead of the group, you might have accidentally copied the single calendar code. Common Questions (FAQs) Can I customize the embedded calendar’s look? While customization within the CRM is limited, you can use CSS on your website to modify the appearance of the embedded calendar. Can I embed multiple calendar groups on one page? Yes, you can embed different calendar groups on the same webpage by pasting each group's code in separate sections. What if the calendar times are incorrect? Ensure your CRM settings, including time zones and available hours, are configured correctly. Also, check your website’s settings to avoid any conflicts.

Scheduling Regular Appointments Recurring appointments are a practical solution for organizing regular events like weekly team meetings or monthly reviews. They save you from the repetitive task of setting up the same meeting each time. Follow this guide to set up recurring appointments in your scheduling software. Step 1: Access Your Calendar Begin by opening your calendar or scheduling tool. This is where you’ll create your recurring events. Go to Settings Select Calendars Step 2: Initiate a New Event If you don’t already have a calendar, you can create one now. If you have an existing calendar, simply create a new event. Select Create Calendar Choose Round Robin Booking Step 3: Set the Date and Time Select the date and time for the initial instance of your recurring appointment. This will be the date and time of your first meeting. Note: Recurring appointments can only be scheduled for standard time slots. Custom slots do not support recurring bookings, and this option will not be available from the opportunities page. Recurring calendars will only display in the dropdown for single time slots. Step 4: Activate Recurrence Find and select the option labeled “Repeat” or “Recurring” to enable the recurring appointment feature. Step 5: Define Frequency and End Date Decide on the frequency of the appointments—whether they should occur daily, weekly, or monthly. Also, determine an end date or a limit on how many times the appointment should repeat. Please note that the maximum number of repetitions is capped at 24. Step 6: Handle Unavailable Slots You have three choices for handling unavailable time slots in the dropdown: Continue Booking: Allows the system to double-book the slot. Skip Unavailable Slots: Only books the available slots, ignoring others. Book the Next Available Slot: Automatically reschedules the appointment to the next available time, regardless of how far in the future that may be. Note: The system only checks up to the next three available slots for rescheduling. If none are available, the booking is dropped. If you select “Continue Booking,” an additional dropdown will appear, asking you to specify how the system should handle cases where double bookings occur. FAQs Do existing workflow triggers apply to recurring appointments? No, they don’t. New filters have been added to the Appointment Trigger steps, so you’ll need to adjust your Workflow Trigger Steps accordingly. We’ve introduced a new Event Type Filter in the appointment trigger settings, giving you control over the triggers that apply to different types of appointments: Event Type: Normal: Applies to all non-recurring appointments. Event Type: Recurring: Applies exclusively to recurring appointments. Event Type: Any: Applies to all types of appointments. Note: The Customer Booked Appointment Trigger is being deprecated. The “Modified By” filter now determines whether an appointment was booked by the customer, a user, or through an API. Customer: Triggers when an appointment is booked by the customer via the widget. User: Triggers for appointments booked internally or from other sources. API: Triggers for appointments created via API. Can users bulk update Recurring appointments? No, bulk updates for recurring appointments, such as cancellation or rescheduling, are not supported. Can the same meeting link be used for all recurring appointments? No, if the meeting location is Zoom or Google Meet, each recurring appointment will have a unique meeting URL generated by the system. How are recurring events synced with integrated calendars? If sync is enabled, recurring events will be synced as individual events with third-party calendars. Is it possible to charge payments for Recurring appointments? Currently, payments cannot be processed for calendars with recurring appointments enabled.

Introduction to Round-Robin Calendars A Round-Robin calendar is a valuable tool for managing team appointments effectively. This type of calendar allows you to add multiple team members and rotate appointments among them based on availability or priority. This ensures that appointments are evenly distributed and that no available time slots are overlooked. Steps to Create Your Calendar Once you've chosen the Round-Robin calendar option, you'll be guided through the Initial Setup process, which involves several key steps: Calendar Name: Choose a descriptive name that will be visible to leads and customers when they book an appointment. Add Team Members: Select the team members who will be included in this calendar for appointment scheduling. Calendar URL: Enter the unique URL slug for the calendar. Meeting Duration: Specify the length of time each appointment will last. Booking Availability: Set the general availability, including the days and times when appointments can be scheduled. Advanced Settings: Customize additional options to tailor the calendar to your specific needs. Advanced Calendar Customization Fine-tune your calendar using the advanced settings to enhance its functionality. These settings include: Meeting Details: Calendar Logo: Add your company’s logo or another representative image. Description: Provide a brief explanation of the appointment and any additional requirements. Group: Select a group if the appointment is part of a series or related to other events. Meeting Invite Title: This title will appear on both your calendar and in confirmation emails sent to customers. Appointment Distribution: Decide how appointments are assigned to team members, whether by availability, priority, or random distribution for fairness. ? Note: If only one team member is assigned, you can add multiple locations for the appointment. Advanced Appointment Distribution Settings: Manage preferences for rescheduling and new appointment assignments. You can decide whether rescheduled appointments are assigned to the same team member or distributed randomly. ? Note: Disable the "Allow Staff Selection" option if you prefer to control which team member is assigned to appointments. Event Color: Customize the color that will represent the appointment on your calendar. Availability Management Manage your availability by setting the days and times when appointments can be booked. If you hold recurring meetings, adjust the schedule accordingly to reflect repetitive appointments. Recurring Meeting Settings Enable this feature for meetings that happen regularly. Set the frequency, number of occurrences, and options for handling unavailable slots. Appointment Slot Settings These settings allow you to control the timing, frequency, and number of available appointment slots: Meeting Interval: Set how frequently time slots appear on the calendar. Minimum Scheduling Notice: Define how far in advance an appointment must be booked. Date Range: Determine how far in the future an appointment can be scheduled. Maximum Bookings: Limit the total number of appointments per day or per user. Pre and Post Buffer: Add a buffer before and after appointments to prevent back-to-back bookings. Forms & Payment Options Customize how you collect information and payments during the booking process: Select Forms: Choose the form used to gather contact information. Widget Order: Arrange the steps in the booking process. Pre-populate Forms: Automatically fill in forms with previously entered information. Consent Checkbox: Obtain consent to follow up with contacts. Add Guests: Allow the booking party to invite additional attendees. Confirmation Page: Customize the page displayed after booking, or redirect to a specific URL. Facebook Pixel ID: Track appointments with Facebook Ads Manager by adding your Pixel ID. Payment: Enable payment collection during the booking process. Notifications & Additional Options Set up notifications and other advanced options to manage appointments efficiently: Notification: Send automatic confirmation emails to all parties involved. Additional Options: Enable automatic updates for changes made directly in Google/Outlook calendars and assign team members as the primary contact for new bookings. Cancellation and Rescheduling Policy Include a link for rescheduling or canceling appointments. You can set an expiration window for this link to control when it can be used. Customization and Personalization Make your calendar stand out by customizing its appearance. You can add a cover image, change colors, and adjust button text. Advanced users can even add custom code to further enhance the calendar. ? Note: You can allow customers to choose their preferred team member by enabling the "Staff Selection" option. If this is off, the system will assign appointments based on the predefined rules. Conclusion A Round-Robin calendar is a powerful tool for improving team efficiency and ensuring that all available time is utilized effectively. By following these steps, you can set up a calendar that meets your team’s needs and keeps your schedule fully booked.

The Single-Use Link feature is crafted to streamline your scheduling process by generating a unique link for each appointment. Once this link is utilized, it automatically deactivates, safeguarding your calendar from duplicate bookings and unauthorized access, ensuring a secure scheduling environment. Key Advantages: Increased Privacy: Safeguards your calendar by preventing multiple bookings, ensuring a secure and private scheduling process. Simplified Scheduling: Provides an effortless way to schedule appointments, minimizing time and effort. Controlled Availability: Automatically disables the link after one use, preventing future unauthorized access. Steps to Use the Single-Use Link Feature Incorporating the Single-Use Link into your scheduling workflow is straightforward. Follow these instructions to get started: Open Settings: Head to the settings section within your CRM.  Select a Calendar: Navigate to the "Calendars" tab and choose the calendar you want to share from the menu bar.  Copy the Link: Click on the three dots next to your selected calendar (e.g., "Test") and select "Share" from the dropdown options. In the pop-up window, locate the "Single-Use Link" feature and click "Copy" to generate and copy the unique link.  Distribute the Link: Share the copied link with your intended recipient. Once used for an appointment, the link will automatically expire, protecting your calendar’s privacy. By following these steps, you can benefit from a more secure and efficient scheduling process, making the most of your CRM's latest feature. Troubleshooting and Common Questions Q: What if the Single-Use Link is shared with multiple individuals? A: The link is only valid for the first person who uses it to book an appointment. After it’s been used, it automatically deactivates, preventing any further bookings. Q: Can I generate another Single-Use Link for the same calendar? A: Yes, you can easily create a new Single-Use Link for the same calendar by repeating the steps above. Q: What should I do if the Single-Use Link fails to work? A: Verify that the link hasn’t already been used for a booking. If the problem persists, generate a new Single-Use Link and try again.

Managing your calendar effectively is crucial for organizing your day and ensuring timely follow-ups after appointments, which ultimately boosts customer satisfaction. Calendly is a widely used scheduling tool due to its simplicity and user-friendly interface, making it a preferred choice for many. However, while Calendly excels at scheduling, it has limitations when it comes to follow-up features, AI integration, and opportunities for upselling. These gaps can be addressed by linking Calendly with your CRM system. Steps to Integrate Calendly Access Calendar Settings: Begin by navigating to the Calendars section in your CRM. Look for the gear icon to access the calendar settings. Go to the Connections Tab: Within the settings, locate the Connections Tab and click on "Add New." Connect Calendly: Find Calendly in the list and click the "Connect" button. Sign In to Calendly: A pop-up window will appear prompting you to sign in to your Calendly account. Provide the necessary permissions to proceed. Select Calendars and Save: After connecting your account, you'll be asked to choose which calendars you want to sync. Agree to the terms and conditions, then click "Save" to complete the setup. ? Note: Only events created in the chosen calendars after setting up the integration will be imported into the CRM. Now, your CRM and Calendly are successfully linked, allowing you to continue using Calendly for scheduling while benefiting from enhanced follow-up capabilities and automation features in your CRM. Key Considerations One-Way Integration: This integration only flows one way; events from Calendly sync to your CRM, but not vice versa. You won't be able to edit Calendly events directly within the CRM. No Sync for Past Events: Appointments scheduled in Calendly before the integration will not sync to your CRM, and only selected calendars will sync. Disconnecting Calendars: If you disconnect a calendar, its events will stop syncing. Reconnecting it will only sync new events created afterward, not the ones scheduled during the disconnection period. By following these steps, you can enhance your scheduling process and make the most of both Calendly and your CRM.

In today’s dynamic business environment, managing team schedules and resources efficiently is a cornerstone of success. Understanding this, our CRM has rolled out an enhanced calendar feature that includes a resource view, enabling a side-by-side comparison of individual schedules. This guide is crafted to help users fully utilize this new tool, whether you’re managing team activities or organizing your own time. Follow along to learn how to make the most of this feature. Introduction to the Enhanced Calendar Functionality The recent upgrade to the CRM’s calendar introduces a resource view tailored for streamlined team scheduling and resource management. Key benefits of this update include: Side-by-Side Schedule Viewing: Compare multiple calendars at once, making it easier to coordinate team activities without toggling between different screens. Optimized Resource Management: With a clear view of each team member’s availability, you can allocate tasks more effectively, ensuring that everyone is utilized appropriately. User-Friendly Navigation: A straightforward checkbox system makes it easy to select and view the calendars you need, simplifying the scheduling process. How to Utilize the New Calendar Resource View To maximize the benefits of this new calendar feature, follow these steps: Accessing the Calendar: Navigate to the Calendar: Go to the left sidebar and click on the "Calendars" tab. Select "Calendars" from the top menu to open the calendar interface.  Selecting the Relevant Calendars: Choose Individual Calendars: On the right side of your screen, locate the "Users" section.  Check the boxes next to the team members whose schedules you wish to view.  Viewing Schedules Side by Side: Enable Side-by-Side View: Click the "Day" tab from the menu to see the selected calendars displayed in a side-by-side format.  Practical Applications and Scenarios Team Coordination: Quickly identify when all team members are available to schedule meetings without conflicts. Task Distribution: Assign responsibilities based on real-time availability to ensure balanced workloads and timely completion of tasks. Resource Planning: Efficiently allocate resources by visualizing team availability, enabling smarter decision-making for project timelines. Common Questions and Solutions Why can’t I see a colleague’s calendar? Ensure you have the necessary permissions to access their calendar. If problems persist, reach out to your CRM administrator for assistance. Can I view multiple days in the resource view? The resource view is designed for daily comparisons. To see a broader range, use the week or month views, although they won’t offer the side-by-side comparison feature. This guide should equip you with the knowledge needed to effectively navigate the updated calendar feature in your CRM, enhancing both individual and team productivity.

What is Class Booking? Class booking is a specialized calendar designed to manage events that involve multiple participants. It is ideal for organizing activities such as webinars, workshops, training sessions, and sports classes where several attendees need to book the same time slot. Benefits of Using Class Calendars Streamlined Event Management: Easily coordinate one-to-many events using a single, centralized system. Flexible Capacity Control: Customize the number of participants per session to manage class sizes effectively. Unified Administration: Simplify the processes of booking, canceling, and rescheduling events. Improved Communication: Provide attendees with clear details about events to minimize misunderstandings. Efficiency Gains: Automate the booking process, saving time for both event organizers and participants. Steps to Set Up a Class Calendar Access Your Settings: Log in to your account and go to the 'Settings' section. Navigate to Calendars: In the 'Settings' menu, select 'Calendars.' Create a New Calendar: Click on the 'Create Calendar' button. Select Class Booking: Choose 'Class Booking' as the type of calendar. Configure Your Calendar: Name Your Calendar: Enter a name that clearly describes the purpose of the calendar. This name will be visible to leads and clients when they schedule. Add a Description: Provide detailed information about the event or class. This description will be accessible to anyone interested in booking a slot. Assign Team Members: Click on the designated space to open a drop-down menu and select the team members you want to include. You can choose multiple users and remove any by clicking the “X” next to their name. Set a Custom URL: Enter a specific calendar URL slug. Define Availability Settings: Appointment Duration: Determine the length of each session. This duration will be displayed to users booking on your calendar. Seats Per Class: Specify the maximum number of attendees per session. For example, if you set 10 seats per class, then up to 10 individuals can book the same time slot. Note that while you can allow up to 9,999 attendees per slot, your video conferencing tool may impose its own limits (e.g., Zoom allows 500 attendees with certain plans). Booking Availability: This critical setting defines the time slots that will be available for booking. Use the buttons for each day of the week to toggle availability on or off. Set the Meeting Location: Choose and link your meeting platform, such as Zoom or Google Meet, and provide the meeting URL. Enable Payment Collection (Optional): If you want to charge participants for attending, toggle on the payment option and enter the amount, currency, and any additional payment details. Adjust Advanced Settings: Before finalizing your calendar, explore and configure any advanced options available to further tailor the calendar to your needs. With these steps completed, your class calendar will be ready to manage bookings, streamline communication, and enhance the overall experience for both you and your attendees.

Why It's Beneficial Before we dive into the process, it's important to understand the advantages of this feature: Greater Autonomy: Control whether your services are available for booking through Google My Business, giving you the power to manage your online bookings according to your preferences. Selective Visibility: Customize how your services appear online by choosing specific channels for discovery. Turning off Google Organic Booking lets you guide clients to your preferred booking platforms. Avoid Unwanted Reservations: By limiting where your services can be booked, you reduce the chances of receiving reservations from unwanted sources, ensuring that your bookings align with your business goals. Steps to Disable Google Organic Booking Access CRM Settings: Start by logging into your CRM account and navigating to the settings menu. Go to Calendar Settings: Within the settings, locate the 'Calendars' option and select 'Connection'. This will lead you to the 'Account Connections' section. Modify Organic Booking Settings: In the 'Account Connections' section, find the "Organic Booking Redirect" setting. Enable this option, complete the necessary fields, and click 'upload' to disable Google Organic Booking for your selected services. Key Requirements This feature is available for businesses in the US across various sectors, with certain exceptions. A verified Google Business Profile is required. Ensure your profile is properly set up and verified. Completing the Process Visit your Google My Business page and click "Book Online." You can then select any calendar created in your CRM, which will appear under the services tab on Google, minus the direct booking option. Real-World Application Consider you own a boutique spa and want clients to book through your website so they can review service descriptions and policies first. By turning off Google Organic Booking, you guide potential clients to your preferred booking platform, ensuring they are fully informed before making an appointment. Troubleshooting and Common Questions Q: What if I decide to turn Google Organic Booking back on? A: You can easily reactivate the feature by following the same steps and toggling the setting off. Q: Is it possible to hide specific services on Google My Business? A: Currently, this feature applies to all services globally. For more detailed control, manage your services directly through your Google Business Profile.

In the CRM’s Calendars section, you’ll find tools to customize your calendar’s availability. By adjusting these settings, you can precisely control when your calendar is open for appointments, ensuring it aligns with your schedule and maximizes your efficiency. This flexibility allows you to tailor your calendar accessibility, so customers can only book appointments during your preferred times. Setting Your Time Zone You can select the time zone for your calendar, which is particularly useful if you work with clients in different regions. This feature ensures that you can manage appointments without needing to convert time zones manually, making it easier to stay organized and on schedule. Managing Your Working Days You have the option to enable or disable specific days of the week for appointments. Simply click on the respective day’s button to toggle its availability, allowing you to maintain control over your schedule. Configuring Your Working Hours Set your preferred time slots for accepting appointments. This feature allows you to specify the exact hours when your calendar is available for bookings, giving you the flexibility to work within your ideal time frame. Adding Split Working Hours If your day is divided into different time blocks, you can set multiple working hours. For instance, you could make appointments available from 11:00 AM to 1:00 PM and again from 4:00 PM to 5:00 PM, depending on your schedule. Applying Working Hours Across the Week After setting your working hours for one day, you can apply the same schedule to the rest of the week with the "Copy to all" function. This is a convenient way to ensure consistency across your entire workweek. This guide helps you manage your calendar settings efficiently, making it easier for you to accommodate appointments and keep your schedule running smoothly.

To start using any calendar, the first step is to add users to it. This enables you to modify and personalize the calendar according to your preferences. Accessing Calendar Settings Begin by navigating to the Calendar section located under the Settings category. Deactivating a Calendar If you need to deactivate a calendar, follow these steps: Open the calendar and select the 3-dot menu. Choose the "Deactivate Calendar" option. A confirmation prompt will appear—click the "Save" button to finalize the deactivation. Activating a Calendar To reactivate a calendar, do the following: Click on the "Activate" option within the calendar's settings. A confirmation message will pop up—click "Save" to complete the activation. This ensures that your calendar settings are appropriately managed, whether you need to activate or deactivate them as per your needs.

Introduction to Custom Forms and Calendar Integration In many businesses, gathering specific client information before scheduling an appointment is crucial. The CRM platform facilitates this by allowing users to create custom forms and link them directly to their calendars. For example, a roofing company might need clients to provide details about a roof replacement project before booking an appointment. This can be achieved by designing a custom form with tailored questions and then associating it with a chosen calendar within the CRM. Step-by-Step Instructions for Creating and Linking a Custom Form Accessing the Form Builder Begin by navigating to the 'Sites' section within your CRM. Click on 'Forms' and then select 'Builder' to enter the form creation area. Creating a New Form Select the option to 'Create New Form'. Give your form a descriptive name, such as "Roof Replacement Information Form". Adding Questions to the Form Start by inserting basic questions using the standard fields available. For more customized questions, use the 'Custom Fields' option. If you need a unique field that isn't available, create one by clicking on 'Add Custom Field'. For instance, you might add a field titled "Describe Your Project" as a multi-line form field.   Finalizing the Form Add a submission button, possibly labeled "Submit", and adjust its appearance as needed. Save your form by clicking the 'Save Form' button. Linking the Form to Your Calendar Return to the calendar settings by selecting 'Calendar' under the 'Settings' menu. Edit the calendar you want to link with your new form. In the 'Forms & Payment' section, choose the form you created from the dropdown menu. Complete the process by clicking 'Save'. Testing the Connection Open your calendar and attempt to schedule an appointment. You can do this by copying and pasting the calendar link into a new browser tab or booking an appointment through a funnel connected to your calendar. The custom form should now appear during the scheduling process, enabling you to collect the necessary information from clients. Troubleshooting Tips If the custom form doesn't display when scheduling an appointment, verify that all changes have been saved and the form is correctly linked to the calendar. Double-check the custom fields to ensure they are set up correctly to capture the information you require. Frequently Asked Questions (FAQs) Can I link multiple forms to a single calendar? No, each calendar can only be associated with one form at a time. However, you can create multiple calendars and link different forms to each one. How do I edit a custom form after it's been created? Go to the 'Forms' section under 'Sites', locate the form you wish to modify, make the necessary changes, and remember to save them. Is it possible to add conditional logic to the forms? Yes, the CRM allows for conditional logic, enabling you to show or hide fields based on the user's responses.

Ready to organize your appointments, classes, or daily tasks with a new calendar? You can easily create and manage various calendars tailored to your specific needs through the calendar section of your CRM. These tools help you schedule bookings for meetings, events, and more with just a few clicks! Steps to Create a New Calendar Locate the Calendar Setup Option: At the top right of the calendars page, you'll find the "Create Calendar" button. Click on it to open a menu displaying different calendar options. Choose the Calendar Type: Carefully review each option in the drop-down menu to select the calendar type that fits your requirements—whether it's for professional use, educational purposes, or personal scheduling. Once you’ve made your choice, you can further personalize the calendar to suit your specific needs. Types of Calendars Available You can select from four distinct calendar types: Round Robin Booking Unassigned Booking Class Booking Collective Booking (Coming Soon) With these steps, you’re ready to set up and customize a calendar that meets your scheduling needs perfectly!

Disabling a calendar service allows you to pause it temporarily without removing it permanently from your offerings. This is particularly useful for seasonal services or those that are not currently available. Here's how to do it: 1. Access the Calendar Section Start by navigating to the Calendar section within your CRM system. This is where all your scheduled services and their associated settings are managed. 2. Choose the Service to Disable Identify the specific service you wish to disable. Each service will have a corresponding calendar, so ensure you select the correct one. 3. Open the Settings Menu Click on the three-dot menu next to the selected service. This will display a menu with various options related to the service. 4. Disable the Service From the dropdown menu, choose the option to disable the service. A confirmation popup will appear; click "OK" to finalize the action. Once disabled, the service will be grayed out, indicating it is no longer active. Steps to Re-enable a Calendar Service When you're ready to offer the service again, re-enabling it is straightforward. Follow these steps: 1. Find the Disabled Service Return to the Calendar section and locate the service you previously disabled. It will still be listed but grayed out. 2. Open the Settings Menu Click on the three-dot menu next to the grayed-out service. This will open a menu where you can choose to enable the service. 3. Enable the Service Select "Enable Service" from the options. The service will become active again, and the calendar will no longer be grayed out, indicating it is available for bookings. Troubleshooting and Frequently Asked Questions Q: What happens to existing appointments if I disable a service? A: Existing appointments will remain on your calendar. Disabling a service prevents new bookings but does not impact scheduled appointments. Q: Can I edit the service details while it is disabled? A: Yes, you can still access and edit the details of a disabled service. This allows you to make necessary changes before re-enabling it. Q: Is there a limit to how many times I can disable and enable a service? A: No, there is no limit. You can disable and enable services as often as needed to fit your schedule and offerings.

When managing your appointment schedule and calendar, it's essential to have control over notifications and other settings to ensure smooth planning and communication. Configuring these elements is one of the final steps to fully optimizing your calendar. Important Note: For most users, setting up appointment notifications within workflows offers more customization and is generally the preferred approach. Choose Your Notification Type You can select the type of email notification you wish to send out for appointments. Appointment Notifications Setup You have the flexibility to decide who should receive notifications about upcoming appointments. Typically, these notifications can be sent to the contact, the assigned user, and/or any additional email contacts. Customizing these notifications helps ensure that the right people are kept informed, which is crucial for both businesses and organizations. Google Calendar Integration If you're using Google Calendar or a similar service, you can enable automatic invitations and updates for attendees. This feature simplifies the process of keeping participants informed about changes to appointments or sending out invites to scheduled events, boosting overall efficiency. Staff Assignment Automation Certain appointment scheduling systems allow for the automatic assignment of clients or contacts to specific staff members or service providers when appointments are made. This automation ensures that appointments are allocated fairly or according to set criteria, contributing to a well-organized workflow. Enable Rescheduling Options If you want to provide clients with the ability to reschedule their appointments, simply check this box. A rescheduling link will be included in the confirmation email, though rescheduling can also be handled manually through your CRM. Enable Appointment Cancellations To allow clients to cancel their appointments, check this box. A cancellation link will be sent with the confirmation email. This feature can also be managed manually within your CRM. Adding Additional Notes to Appointments If there is any extra information you wish to include with the appointment details, you can add it here. This is useful for providing context, requesting specific items to be brought to the appointment, or including any other details that might be necessary after the appointment has been booked.

The Staff Member Selection feature, designed for Round Robin calendars and the Neo widget type, adds a dropdown menu to the booking widget, allowing users to pick a specific staff member for their appointments. This feature is aimed at enhancing user choice and improving customer satisfaction across various service industries. Enhancing Customer Preferences With the Staff Member Selection feature, clients can select their preferred staff member when booking appointments. This personalized option not only enhances the customer experience but also handles cases where a chosen staff member is unavailable. In such situations, the user is notified and offered alternative available slots. How It Works This feature is seamlessly integrated into any business where personalized service is key. Whether it's a beauty salon, a fitness center, a healthcare facility, or an educational institution, the Staff Member Selection feature adds a personalized touch to the customer experience. Advantages of Staff Member Selection Increased Customer Satisfaction: Allowing clients to choose their preferred staff member creates a more tailored and comfortable experience. Streamlined Booking Process: Simplifies the booking process by reducing the need for post-booking changes. Optimized Staff Utilization: Improves staff management by providing clear visibility of availability. Enhanced Customer Loyalty: Positive experiences with specific staff members encourage repeat bookings. Data-Driven Decisions: Tracks staff selections to provide insights into customer preferences and staff performance. Flexible Rescheduling: Clients can easily reschedule, choosing the same or a different staff member based on availability. Improved Business Image: Positions your business as customer-focused and responsive, enhancing your market reputation. Steps to Enable Staff Member Selection Accessing Calendar Settings To start, go to the Calendar Settings section by selecting "Calendars" and then "Calendar Settings" on the platform. You can also access this by navigating to "Settings" and choosing "Calendars." Creating or Editing a Round Robin Calendar To modify an existing Round Robin calendar, click the three-dot action menu next to the calendar and choose "Edit." Alternatively, you can create a new Round Robin calendar. Assigning Staff Members Select the staff members from the dropdown menu to assign them to the calendar. Configuring Advanced Settings Set your preferences for new and rescheduled appointments. Rescheduling Preferences When a contact reschedules using the booking widget, you can decide how to handle the reassignment: Round-Robin Scheduling: Reassigns the appointment through the round-robin method. Same Appointment Owner: Ensures the same staff member is assigned to the rescheduled appointment. For new appointments, you can choose to always book with the contact's assigned user instead of using round-robin scheduling. To do this, ensure the form is first in the booking widget order, which can be managed from the Forms & Payments tab. Enabling Staff Member Selection To allow contacts to select their preferred staff member, go to the "Staff Selection" option within the Calendar customizations and toggle the switch. Rescheduling with Staff Member Selection Internal Rescheduling From the contact's appointments tab or the Appointments tab in the Calendars menu, select a different staff member. Client Rescheduling Clients will receive a link to reschedule their appointment, allowing them to choose a new staff member during the process.

This guide will walk you through setting up the Consent checkbox within your Calendar settings. This feature enables you to obtain user consent when collecting phone information. You can customize the Terms and Conditions element by adding, modifying, or removing it to suit your specific requirements. How to Enable the Consent Checkbox Go to your Calendar settings. Click on the three-dot menu, then select "Edit." In the "Forms & Payment" section, activate the Consent Checkbox tab. Here, you can also edit the default consent form to reflect your specific terms. This setup ensures that you have a clear, user-approved method for collecting phone information, helping you stay compliant with A2P messaging regulations.

Introduction to Calendar Upgrades Our CRM system now offers three significant calendar improvements: Personalized Calendar Arrangement Enhanced Mobile and Tablet Interface Calendar Notes and Annotations These upgrades are designed to make scheduling more efficient and user-friendly, ensuring that your calendar management is both flexible and accessible. How to Maximize the New Features Personalized Calendar Arrangement Description: This feature allows you to tailor the order and organization of your calendars, helping you prioritize important services or arrange your calendars to match your workflow. Instructions: Sign in to your CRM account, go to the “Calendars” section, and select “Calendar Settings.” In the calendar interface, find the "Groups" option. Click on the three dots to access additional settings, then choose "Rearrange Calendars" to enable the drag-and-drop functionality. Arrange the calendars by dragging and dropping them to fit your preferences. Enhanced Mobile and Tablet Interface Description: This update enhances the user experience on mobile and tablet devices, making it easier to view details and book services while on the move. The interface adjustments ensure that managing your calendar is smooth and convenient, no matter where you are. Calendar Notes and Annotations Description: Annotations have been added to the calendar view, providing users with clear indicators and symbols to help them quickly understand their schedules. This feature simplifies navigation and improves clarity when viewing your calendar. Instructions: Access the annotations by clicking on the light bulb icon in the calendar view. Review the annotations to get familiar with the symbols and indicators, which will help you navigate your calendar more effectively. Common Issues and Helpful Tips While these updates are designed to be user-friendly, you might have questions or run into challenges. Here are some solutions and common inquiries: Q: How do I revert my calendar to its original order? A: Go to the "Rearrange Calendars" option and either use the reset button or manually drag the calendars back to their original positions. Q: Can I customize the annotations for my specific needs? A: At present, annotations are standardized. However, we are continually improving our features based on user feedback, so customization options may be available in the future. Q: My changes aren’t saving—what should I do? A: Check your internet connection, then try refreshing the page. If the issue continues, please reach out to our support team for assistance.

General Preferences You can tailor your calendar experience by adjusting various settings related to meeting locations, time formats, and language preferences. Modifying Your Preferences User Settings Zoom: Opt for this setting to make Zoom your default meeting platform within the CRM. Google Meet: Select this option to prefer Google Meet for your meetings, setting it as the default in the CRM. Custom: You also have the option to specify a custom location for your meetings, such as a phone number for initial consultations before transitioning to a Zoom call. Meeting Venue Selection Choose your preferred meeting location—whether it's Zoom or Google Meet—and connect it seamlessly with your calendar. Account Configuration This section allows you to configure your account's overarching preferences. In-App Settings Display Preferences With display settings, you can customize the start of your calendar week to match your preference. Whether you prefer your week to kick off on Monday or Sunday, you have full control. Widget Settings Language & Region: Choose your preferred language for the calendar interface from the dropdown menu. Time Format: Decide whether to use a 12-hour or 24-hour clock format for your calendar activities. Week Starts On: This option allows you to designate which day your calendar week should begin. Typically, Sunday or Monday is recommended, but you can set it according to your preference.

The Calendar Management section allows you to monitor and adjust all calendars connected to your CRM, form calendar groups, and create individual calendars. This section enables you to modify your calendars and groups, and also provides scheduling links for easy sharing with clients. Additionally, you can find embed codes here to integrate with your website, allowing customers to book appointments directly. Creating Calendar Groups Using the Create Group feature is an excellent way to organize team efforts. To create a group calendar, simply click on the Create Group button located at the top right of the page. This function enables you to consolidate multiple team members' calendars into one. A popup will appear, prompting you to input the group name, a description, and the calendar URL. Creating Individual Calendars To set up a new calendar, click on the blue Create Calendar button at the top right of the page. You can choose from different calendar types, such as Round Robin, Unassigned, Class, or Collective (coming soon). You'll be guided through filling in the necessary details to configure your calendar according to your needs. Calendar Settings Overview On the calendar settings page, you will see a list of all active calendars in your CRM. This list displays the calendar's name, associated group, duration, type, status, and the last update date. Searching and Filtering Search Bar: Quickly locate any calendar by typing its name into the search bar. Filters: Customize your calendar view based on status or group. Apply filters by clicking the appropriate buttons. Calendar Details Calendar Name: The name assigned to each calendar. Group: The group each calendar belongs to. Duration: The length of meetings scheduled on each calendar. Calendar Type: The type of calendar, such as Round Robin, Event, or Collective. Status: Indicates whether the calendar is active or not. Date Updated: Shows when the calendar was last modified. Action Menu The action menu, accessible by clicking the three dots next to a calendar, offers several options: Edit: Modify calendar settings, including availability. Duplicate: Create a copy of the calendar with the same settings. Copy Embed Code: Get the HTML code to embed the calendar on your website. Copy Scheduling Link: Share this link with clients to allow them to book appointments. Deactivate Calendar: Disable a calendar temporarily. Move to Group: Reassign a calendar to a different group. Delete Calendar: Permanently remove the calendar from the system. Advanced Filtering The filtering options allow you to refine the display of calendars based on: Status: Filter by active or draft calendars. Group: View calendars associated with specific groups. Calendar Type: Filter calendars by type, such as Round Robin, Event, or Collective. Managing Calendar Groups Calendar groups, also known as "Teams," are collaborative spaces where multiple users work toward common goals, such as a sales or support team. You can add and manage group calendars within the calendar settings tab. Users are automatically linked to their calendars during the Team & Event setup process. Group Details Group Name: The name of each group. Calendars: The calendars associated with each group. Date Updated: The last modification date of the group. Status: The current status of each group. Group Management Actions By clicking the three-dot menu next to a group, you can: Edit: Change group details. Copy Embed Code: Obtain the HTML code to embed the group's calendar on your website. Copy Scheduling Link: Share the link for booking appointments. Rearrange Calendars: Adjust the order of calendars within the group. Deactivate All Calendars in Group: Temporarily disable all calendars within the group. Delete: Permanently remove the group and all its associated calendars. This guide should help you effectively manage and optimize your calendar and group settings within the CRM.

Setting Up the Consent Checkbox To incorporate a consent checkbox in your calendar settings, follow these steps: Access Calendar Settings: Begin by navigating to the "Calendar Settings" within your CRM system. Edit the Desired Calendar: Click on the three vertical dots next to the calendar you want to modify and choose "Edit." Forms and Payments Section: Proceed to the "Forms and Payments" section. Enable or Disable the Checkbox: Find the "Consent Checkbox" option. This is usually enabled by default for new calendars, but you can switch it on or off according to your needs. Customize the Consent Message: If you prefer a message different from the default, you can modify it here. This setup ensures that clients must check the consent box when booking an appointment, confirming their agreement to receive communications regarding their appointment. Adding the Consent Checkbox to Funnels Once you've set up the consent checkbox in your calendar, you can add it to your funnels to see how it looks from the user's perspective. Here's how: Access Your Funnel: Go to the "Sites" section and open the funnel you want to work on. Ensure Calendar Integration: Make sure the calendar you configured with the consent checkbox is included in the funnel. Preview the Funnel: Review the funnel to see how the consent checkbox appears during the booking process. This step is vital for assessing the user experience and ensuring that everything is clear and compliant. Verifying Consent After Booking After a client books an appointment using the consent checkbox, you can confirm their consent directly in the CRM: View Appointments: Go back to the "Calendars" section and access the appointments list. Check Consent Status: Find the appointment you’re interested in and look for the consent verification option. Review Consent Details: Clicking this option will show details such as the consent status and the IP address from which consent was obtained. This verification process is crucial for keeping accurate compliance records and ensuring that you have explicit consent for communication. Troubleshooting and FAQs Q: What if the consent checkbox doesn't appear in my funnel? A: Check that the consent checkbox is enabled in the calendar settings and that the correct calendar is integrated into your funnel. Q: Can I personalize the consent message? A: Yes, you can tailor the message to match your organization's communication style or to provide more detailed information.

Unassigned Calendars: Overview and Applications  Unassigned calendars are tailored for individual scheduling, making them perfect for 1-on-1 meetings. These calendars are linked directly to a user, syncing with their Google Calendar or the company’s email system to automatically show open time slots based on the user's current commitments. Key Features: Integrates seamlessly with Google Calendar. Automatically refreshes available times based on the connected calendar. Best suited for personal or one-on-one appointments. Practical Example: A sales agent uses an unassigned calendar to set up meetings with prospects. The calendar syncs with their Google Calendar to ensure appointments are only scheduled when they’re available. Assigned Calendars: Overview and Applications  Assigned calendars are ideal for coordinating schedules across a team, allowing multiple users to share a calendar. This setup is especially useful for departments where appointments can be assigned to any available team member, often through a round-robin system. Types of assigned calendars include Round-Robin, Class Booking, Collective Booking, and Service calendars. Key Features: Supports multiple users within the same calendar. Facilitates round-robin assignment of appointments. Allows categorization of appointments by type or purpose. Automatically syncs with each user's calendar upon assignment. Creating a Calendar Group: Go to calendar settings and create a new assigned calendar. Input a name and description for the group (e.g., "Roof Replacement Consultation"). Add members to the calendar and set their priority for receiving appointments. Adjust additional settings as required, similar to the setup of an unassigned calendar. Practical Example: A home improvement company sets up a calendar specifically for roof replacement consultations. The calendar is shared between two employees, ensuring that appointments are distributed evenly according to availability and priority settings. Connecting Google Calendars  To streamline scheduling and prevent conflicts, it’s essential to connect users’ Google Calendars with the CRM. This integration allows the system to check availability in real-time, minimizing the risk of double bookings and ensuring efficient appointment management. Benefits: Avoids conflicts by checking current commitments. Real-time updates to availability ensure accurate scheduling. Troubleshooting and FAQs Q: What happens if an appointment is set during a busy time? A: Ensure the user’s Google Calendar is correctly linked to the CRM. The system should automatically prevent scheduling conflicts by only showing free time slots. Q: Is it possible to change the priority of users within a calendar group? A: Yes, you can adjust the priority of users to control the sequence in which they receive appointments.

Introduction: The initial task is to create a group within your CRM system to efficiently organize users by their specific roles or functions. Step-by-Step Guide: Access the Calendar Settings: Go to Settings > Calendars in your CRM interface. Click on the + Create Group button.  Configure the Group Details: Enter the group name. Add a description. Choose a suitable template. Assign a slug, which serves as a unique identifier. Click Save to finalize the group setup. Next Steps: Adding Calendars to the Group Once your group is set up, the next step is to link calendars to it. This organization allows for simplified access and management, especially useful when multiple calendars need to be available for booking through dedicated scheduling pages for each user. Adding Calendars to a Group: Edit Calendar Settings: In the calendar list, choose Edit from the action dropdown next to the calendar you want to adjust. This will open the Meeting Details page automatically.  Assign the Calendar to a Group: Scroll to the Group dropdown. Select the desired group from the list. Save your changes after configuring the other settings as needed. Alternatively, you can use the Move to Group option from the action dropdown to assign the calendar to a group and confirm your selection. Additional Help: For more detailed guidance on calendar configuration and settings, please refer to our other tutorials. Troubleshooting and FAQs Common Issues: Calendars Missing from Group Page: Ensure each calendar is correctly assigned to the group and that you’ve saved the settings. Group Scheduling Link 404 Error: Verify that the calendar group is active and not set to draft. Frequently Asked Questions: Q: Is it possible to deactivate all calendars within a group at once? A: Yes, select the Deactivate all calendars in group option from the group action dropdown, then save. Q: Can a calendar be placed in multiple groups? A: No, each calendar can only belong to one group at a time.

In this guide, I’ll walk you through the process of setting up payment collection for your appointments. Step 1: Connect Your Stripe Account Before getting started, ensure that your Stripe account is connected. Navigate to the Payments section and select the Integrations tab. If your Stripe account is already connected, you’ll see an option to Manage it; otherwise, please connect your account before proceeding. Step 2: Access Calendar Settings Next, head over to your Calendar Settings. Click on the three dots next to your appointment calendar and select Edit. Step 3: Configure Payment Options In the Edit Calendar pop-up, switch to the Forms & Payment tab. Scroll down until you find the Accept payments toggle. Activate the toggle, and enter the fee you wish to charge for your appointments in the Amount field. Select your preferred currency from the Currency dropdown menu. You also have the option to add a payment description in the provided text field. If you’d like to collect a deposit, you can enable the Accept Partial Payment option. Set the deposit amount as either a fixed sum or a percentage of the total fee. Step 4: Finalize and Test the Payment Integration Once your settings are configured, click Complete to finalize the integration. To test the payment feature, click the link to open your calendar in a new window. Select a date and an available time slot, then click Select Date. After completing the scheduling form, you’ll see the payment option appear as part of the booking process. And that's it! You can now accept payments directly when appointments are booked. Troubleshooting Common Payment Issues If you encounter any issues, here are some common problems and solutions: Connection Issues with Payment Processor: Ensure your payment processor account is active and the API keys used for integration are correct. Payment Not Processing: Verify the payment amount is set correctly and check for any restrictions on your payment processor account. Customers Can’t See Payment Option: Ensure the payment option is enabled for the appointment type, and that payment instructions are clearly communicated. Managing Appointment Payments The CRM offers various tools to help you manage and track payments received for appointments: Viewing Payment Status: Monitor the payment status for each appointment directly from the appointment dashboard. Processing Refunds: If necessary, you can issue refunds directly through the CRM. Exporting Payment Reports: Generate and export detailed payment reports for accounting purposes. Frequently Asked Questions Can I integrate multiple payment processors? Yes, the CRM supports multiple payment processors. However, you will need to select a default processor for handling appointment payments. Are there additional fees for accepting payments through the CRM? The CRM itself does not charge extra fees for processing payments, but standard transaction fees from your payment processor may apply. How secure is the payment integration feature? The CRM uses industry-standard security protocols to safeguard payment information and transactions.

Audit Logs serve as a comprehensive record of all actions within your system, playing a crucial role in monitoring changes, maintaining data accuracy, and facilitating troubleshooting. As for Calendars, they not only offer insight into scheduled appointments but also track modifications, ensuring transparency among team members and preventing any missed appointments or lost information. How Does It Function? To access Calendar details, begin by navigating to the Audit Logs section of your system. This area houses a complete log of activities performed within your CRM. To narrow down the logs to Calendar-related actions, use the Module filter and select "Calendars." You can further refine the search results by filtering based on the user or type of action. Simply open the drop-down menu and choose the desired user or action type. If you need to focus on actions related to a specific calendar, go to Calendar Settings and copy the Calendar ID. Once you have the Calendar ID, enter it into the search bar. The Audit Logs will then display only the entries related to that particular calendar. Recovering Deleted Calendars Accidentally deleted a calendar? No need to worry. Within the Audit Logs, you have the option to recover deleted calendars, including their associated appointments. To do this, click the three-dot icon next to the relevant log entry and select "Restore." With this knowledge, you are well-equipped to manage Calendar Audit Logs, ensuring your data is secure, team accountability is maintained, and all calendar-related information is properly monitored and preserved. ?Key Considerations When restoring a calendar, appointments deleted within approximately 30 minutes of the calendar's deletion will also be restored. Appointments deleted outside this timeframe cannot be recovered. Audit logs are stored for up to 60 days, so be sure to restore any deleted calendars within this period to avoid losing important data.

In the Calendar Integrations section under the Calendars tab, you can manage and configure your connections with external calendars such as Google Calendar, Outlook Calendar, Zoom, Google Organic Booking, and Local Service Ads. These integrations streamline the process of scheduling appointments and organizing virtual meetings through Zoom. By linking your Google or Outlook calendars, you can synchronize your schedule, making it easier to check for available booking slots. Setting Up a Primary Calendar Integration To link your Google or Outlook calendar, simply click the "Add New" button. This action will redirect you to a settings page where you can complete the setup. If you've already connected an account, don't worry—you can add additional accounts using this section. After connecting a calendar, you can select your primary calendar by choosing it from the dropdown menu under My Connections in the Main Integration Calendar section. Events created on any shared system calendar will also be synchronized with this integrated calendar. Viewing Connected Calendars This section provides an overview of all calendars you've linked to your CRM, such as Google Calendar and Microsoft Calendar. Connecting Your Calendar The Connect tab allows you to link your Google account to the CRM, whether you're connecting for the first time or adding an additional account. Upon clicking the Connect tab, you will be directed to an integration settings page to finalize the connection. Video Conferencing Management Here, you can manage your video conferencing settings directly within your calendar integrations. Zoom Account Integration Clicking the Connect button here will open a pop-up window prompting you to sign in to your Zoom account. Once you've signed in, your Zoom account will be linked to your calendar. Google Organic Booking Effortlessly list your services on your Google Business Page directly from the CRM. After enabling this feature, you can publish either a group of services or individual services by selecting the relevant service menu and calendars from the dropdown options and then clicking Upload. Local Service Ads Integration To connect your Local Service Ads account, start by clicking the Connect tab. This will lead you to the integration menu where you can follow the necessary steps to complete the process.