Set Your Calendar Availability And Sync Your Calendars

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Step 1. Connecting Google Accounts

• The same steps you used to connect your Google account will be followed by your staff members.
• After adding staff members, they will receive an email (possibly in their spam/junk folders) with a link to access the integration setup.

Step 2. Login and Integration

• Each staff member needs to log in and integrate their Google account individually.
• The Google account will pair with the logged-in user's profile to avoid mix-ups.

Step 3. Managing Staff Permissions

• Navigate to 'Settings' > 'My Staff' and click the pencil icon next to a staff member to adjust permissions.
• You can toggle what staff members can see and access on the platform.
• Assign specific data visibility and user roles (Admin or User).

Step 4. Voicemail and Call Settings

• Ignore voicemail and call settings for now; focus on user availability and calendar configuration.

Step 5. User Availability and Zoom Integration

• Staff can integrate Zoom using provided walkthrough videos.
• Select the preferred platform (Zoom or Google Meets) and set the time zone.
• Define overall availability and specific call link times.

Step 6. Calendar Configuration

• Select the Google Calendar for booking appointments and set conflict-checking preferences.
• Save the settings to apply them to individual staff members or through their profiles.

Step 7. Managing Different Calendars

• Assign different calendars for various roles (e.g., business owner, coach) and specific call types (consult calls, support calls).
• Edit call links to assign staff members, select platforms (Zoom or Google Meets), and set availability.

Step 8. Specific Call Link Settings

• Adjust call duration, booking intervals, minimum scheduling notice, and date ranges.
• Set maximum bookings per day and per slot, and define buffer times between calls.
• Customize consultation forms and confirmation pages for each call link.

Step 9. Auto-confirmation and Notifications

• Enable auto-confirmation of new calendar meetings and allow Google/Outlook to send invites.
• Decide on rescheduling and cancellation link expiry times to prevent last-minute changes.

Final Steps

• Ensure all team members follow these steps for a fully configured calendar and set availability for efficient scheduling.