Learn how to create additional calendars to help you book more appointments and automate reminders and tasks associated with appointment bookings.
1. Accessing Calendar Settings
Navigate to the settings menu in the CRM platform.
Select the "Calendars" option to configure calendar settings for booking reminders.
2. Calendar Setup
Choose from a range of calendar options available, such as consult calls, support calls, testimonial calls, and booker chat calls.
Duplicate an existing calendar setup, such as a consult call, to create a new one.
3. Customizing Calendar Details
Rename the duplicated calendar and add a description to provide context for users booking appointments.
Set preferences such as priority, meeting platform (Zoom or Google Meets), and availability times.
4. Setting Availability
Configure the available time slots for appointments based on the user's time zone settings.
Determine meeting intervals, booking lead time, maximum bookings per day, and per slot, as well as buffer periods.
5. Forms and Payment Options
Choose the appropriate form template for the type of call (e.g., consult, support, testimonial) or use the default form.
Enable the option to add guests and customize confirmation messages or redirect URLs.
6. Notifications and Additional Options
Ensure essential options like assigned user, Google and Outlook integration, and assigned contacts are turned on to enable proper functioning of the booking system.
Customize layout and color scheme if desired.
7. Connecting Calendar
Users can check their calendar connection status in their profile settings.
Admins can verify calendar connections for their staff members in the staff management section.
Connect calendars by signing in with Google and selecting the desired calendars for booking appointments.
8. Automation Setup
Search for specific workflow templates related to the type of call (e.g., consult, support, testimonial) in the automation section.
Duplicate the workflow template and customize it with the user's name, selected calendar, tags, and notes.
Enable reminders to notify users and clients before scheduled appointments.
9. Sharing Booking Link
Once the calendar setup is complete, locate the created calendar in the settings menu.
Share the scheduling link by accessing the calendar settings, selecting the calendar, and copying the scheduling link.
