This is an overview on how to create and edit your 'unassigned' or individual, non-group calendars.
Step 1: Create a New Calendar or Edit an existing Calendar
Step 2: Fill out Tab 1 - Team and Event Setup
Choose the Name, Description, Title, and Meeting Location
Choose an event color for calendar syncing.
Choose a linked calendar (if you have a Google calendar synced.)
Choose a sync option - one-way, two-way, or disable trigger.
NOTE: we have a full tutorial covering the different options.
Save and Continue to the next tab.
Step 3: Fill out Tab 2 - Availability
Fill out the âAppointment Slot Settingsâ to configure the duration and intervals for appointments. Here you can customize how long an appointment slot is, if thereâs a buffer of time between appointments, how many appointments can happen at once, and how many per day.
For example, if this is a 30-min meeting calendar and you want to schedule 1 appointment per time period, with no buffer, and youâre comfortable with back-to-back appointments with no buffer, but you want to max-out at 5 per day, youâd set the slot settings up like this:
Continue on to the Scheduling Notice section where you can set up the timeframe in which appointments can be booked. This can help prevent last-minute bookings, or bookings too far out.
The minimum timeframe can be set by hours, days, weeks, or months. The maximum time frame can be set by days, weeks, or months. The example below shows a minimum of 12 hour notice, and a maximum of 15 days out:
Set your âOffice Hoursâ by clicking On or Off the days of the week you wish to set hours for (blue means you have availability). Then, determine the hours for each day. Here we have Monday-Friday 8am-5pm set:
Save and continue on to the next tab.
Step 4: Fill out Tab 3 - Confirmation
Under âForm Settingsâ, you can choose a custom form if youâve created one you want your contacts to fill out before their appointment/calendar booking.
Sticky contact, when turned on, will remember the data the contact enters and pass that on to other forms, surveys, payment information it the funnel, etc. as they work through your system.
Stripe payment can be toggled on here if you wish to charge for the appointment.
NOTE: Youâll need to have an integrated Stripe account; check out our other tutorials on that.
Under âNotification & Additional Optionsâ you can auto-confirm appointments, send an alert email, allow Google calendar to send an invitation or update emails to the attendees, enable rescheduling and cancellation, cancellation.
NOTE: We do recommend that you update this custom value to be appointment.rescheduling and appointment.cancellation link if you plan to use these here or in campaigns.
You can add a Facebook Pixel ID which will come through as a scheduled event.
âCustom codeâ allows you to enter HTML or Javascript (not CSS) that you want loaded into the calendar.
Fill out the âForm Submissionsâ section to determine if you want a customized âThank Youâ message, or if you want them to be redirected to a URL.
Click âCompleteâ to save your changes.