Calendars & Appointments
53 articles in this category
Services (v2)
- Add Ons in Services## **Overview** Add Ons allow users to enhance services by offering additional features or upsells, providing customers with options to...
- Categories in Services## **Overview** **Categories** are used to group similar or related services, making it easier for customers to navigate your offerings....
- Configuring Staff in Services### **Overview** The Staff panel allows you to manage the individuals responsible for delivering services. Whether you’re working solo or...
- Global Settings in Services### **In-App Settings:** - **View Options**: Choose which day the calendar view should start on: Monday, Saturday, or Sunday. -...
- How to Create Services### **Overview** Services is where you define what your business offers to clients—like coaching sessions, spa treatments, or fitness...
- Resources in Services## **Overview** **Resources** represent physical assets such as rooms, chairs, or stations that are required to deliver a service....
- Services - Overview & How to Get Started# **Overview of Services** Services is the enhanced booking and scheduling tool designed specifically for service-based businesses....
- Workflow Trigger – Service Booking (Services v2)The **Service Booking** trigger lets you automate workflows whenever a **Service Booking** (which may include multiple...
Calendar Groups
- Adding Unassigned Calendars to GroupsYou can now assign Groups to the **Unassigned Calendar** type as well as other **Round-robin** Calendars Go to **Settings> Calendars:**...
- Deactivating Calendar GroupsYou can deactivate a single group by clicking on the “**ellipses**” against the group which you wish to deactivate. 1. Clicking on the...
- Group Calendar Overview## **What's Changed:** * "Team" calendars are now referred to as "Group" * You can use Group Calendars for scenarios where a user has...
- How to find the Calendar ID for a Group CalendarTo find your calendar ID please head into your **A****ccount Settings >** Click on '**Calendar Code**' **>** Filter for your **specific...
- Neo Group View Template## **Introduction to Group Templates** With this new enhancement users can now select how their Group page would appear to their end users....
Calendar Availability Settings
Scheduling Appointments
- Appointment List View in Calendars (Smart List)### **Overview** The **Appointment List View** provides a centralized place to view and manage all your appointments across multiple...
- Calendar: Add Notes Per Appointment### **Overview** You can now add and track notes for individual appointments. All notes related to an appointment are visible in the...
Calendar Settings & Preferences
- Assigning a Primary CalendarIn Teams/Group calendars (Round Robin, Service, Class, and Collective Calendars), appointments assigned to a particular user can be synced...
- Calendar Scheduling ConflictsIn Teams/Group calendars (Round Robin, Service, Class, and Collective Calendars), appointments assigned to a particular user can be synced...
- Calendar Widget StylesYou can select between the Classic widget type and the Neo widget type. You can choose the widget type when creating an appointment for a...
- Collecting Payments in CalendarsCalendar Payments are now possible when booking an appointment. It allows the location to receive payments when a client or customer books...
- Configure Recurring Calendar AppointmentsRecurring appointments are appointments or meetings that occur at regular intervals, such as every day, every week, or every month....
- Custom URL for Unassigned CalendarsNavigate to **Settings> Calendars** Then click on **Create Calendar>**In the **Calendar Type**, select **Unassigned Booking** **** In...
- Email & In-App Appointment Notifications# **Available Notification Options** You now have the option to set up six different types of appointment notifications. These...
- Setting Up Linked Calendars & Conflict Calendars### **Overview** In Team/Group calendars (Round Robin, Service, Class, and Collective Calendars), appointments assigned to a particular...
CREATING CALENDARS
- Automotive Detailing - Service CalendarRecognizing the significance of Service Calendars becomes imperative when dealing with a range of services that necessitate diverse...
- Class Booking Calendar Overview**Class Booking Calendar Overview** Class Calendars are designed to manage one-to-many events where multiple invitees can attend a single...
- How to configure Staff Member selection in Round Robin Calendars?Our booking widget includes a popular feature: Staff Member Selection. This function lets your clients select their preferred staff member...
- How to Create Round Robin Calendars**Empower your team with Round Robin events**, offering flexibility for invitees to choose a time with any available team member. Ideal...
- How To Create Service CalendarsA Service Calendar is a tailored calendar type created to simplify the scheduling process of service-based businesses. In this calendar...
- Round Robin Calendars Appointment Distribution LogicWith the Round Robin Event Type, you can provide customers with more available time slots while efficiently handling your team's workload....
- Team Member Assignment (Round Robin Calendar)**Overview** You can now configure which team member should be assigned to an appointment in a round-robin calendar. You have options for...
Calendar Integrations
- Calendly - How to Integrate Calendly with Calendars### **Overview** Effortlessly connect your Calendly account to our system for seamless access to all your scheduled events. This...
- How to connect iCloud?**Connecting your iCloud Calendar with the software** **Step 1: Obtain your unique app-specific password from Apple** Before integrating...
- How to Integrate Google with Calendars**Overview** Connecting your Google Calendar helps you sync your bookings from Google Calendar to the system and vice versa. This ensures...
- How to Integrate iCloud with Calendars**Overview** Connecting your iCloud Calendar helps you sync your bookings from iCloud Calendar to the system and vice versa. This ensures...
- How to sync Calendars with Outlook**The Outlook Calendar integration with the CRM allows users to sync their Outlook Calendar with the CRM, access their events, and manage...
- iCloud Integration**Overview** Before diving into the details of iCloud integration, it's essential to note a few key points: The iCloud Calendar integration...
- Microsoft Outlook - How to Integrate Outlook with Calendars**Overview** Connecting your Outlook Calendar helps you sync your bookings from Outlook Calendar to the system and vice versa. This ensures...
- Microsoft Teams Integration For Calendars**Overview** By connecting your Microsoft Teams account, you can automatically generate dynamic meeting links, reducing manual steps. If...
- Reserve with Google Integration - Local Service Ads (LSA)Harness the power of Local Services Ads with Reserve with Google through our seamless integration. This guide will walk you through the...
- Zoom - How to Integrate Zoom with Calendars**Overview** By connecting your Zoom account, you can generate dynamic meeting links, reducing the time spent on any manual actions. If you...
CALENDER FAQ'S
- Can I Show Multiple Calendars Without Using a Calendar Group?**Using Calendar Links:** 1. Open each calendar link in a new tab by clicking the link icons for each calendar. 2. Copy the calendar ID...
- How to Remove Ability to Adjust Timezones When Scheduling**What is the Contact Timezone?** When a contact is scheduling an appointment, they are given the option to select the timezone they reside...
Customizing Calendars
- Customizing Calendar Colors# **Why Should You Customize Your Calendar?** If you want to **maintain brand consistency**, then making sure your assets are all using the...
- How to Use the Rich Text Editor to Enhance Your Calendar Descriptions## **What's New?** With the rich text editor, you can now enhance your calendar descriptions with various formatting options. Here are the...
TROUBLESHOOTING CALENDARS
- Google Calendar Writer Access ErrorYou need to have writer access to sync appointments to the selected Google Calendar. Please check with the Google Calendar owner in case...
- How to fully re-integrate Google calendar for a UserThe only way to re-integrate a user's Google account with a calendar is by asking the user associated with the calendar to log in and...
- No google accounts added in integrations settings yet even if Google account is connected as the user**Click Add another account** Select the same Google account you are trying to integrate
- Troubleshooting Tool for Calendar**Overview** The Troubleshooting Tool is designed to help users identify why specific calendar slots are unavailable in the booking widget....
- When {{appointment.start_time}} or any other appointment custom values are not showing upWhen {{appointment.start_time}} or any other appointment custom values are not showing Or when the appointment reminder campaign is not...
- Why Google calendar integration breaks and how to fix itThe most common reasons when Google integration breaks The Google connection expires due to password change and some other reasons you can...
Calendar Rooms & Equipment
- How to create Equipments?#### **How to create Equipments?** **1. Access Calendar Settings and Enable Equipments:** - Go to your account and navigate to Calendars >...
- How to create Rooms?#### **How to create a Room?** **1. Access Calendar Settings and Enable Rooms:** - Go to your account and navigate to Calendars > Calendar...
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