Calendar Overview

Calendars are a useful way for managing appointments in your system. Before creating a calendar, you’ll want to ensure you have an understanding on unassigned vs. team calendars. Please refer to our tutorial “How to Create and Utilize Teams Within Your Calendar” to learn more about teams and team calendar setup.

Step 1: Navigate to Calendars

• Select Calendars from the Settings menu
  
• Select + New Calendar under the desired calendar team
  

Step 2: Calendar Team & Event Setup

• Choose your Appointment Distribution - How you want appointment for services to be distributed for the team
  
• Optimize for availability – Select user, priority level and location for each team member. Availability is based on priority level
  
• Optimize for Equal Distribution – Select user and enter location for each team member. Sets appointments by sequence, starts at the top of the list of users and works its way down
  
• Calendar – Description on Calendar
  
• Calendar name – Name for your calendar
  
• Description – Written representation for event
  
• Calendar URL - Path Name for your calendar link
  
• Appointment title – Name for appointment (add title after {{}})
  
• Event color – Color the event will appear in
  
• Save & Continue.
  

Step 3: Managing Availability

• Customize Appointment Slot Settings
  
• Slot Duration – Duration of each appointment
  
• Slot Interval – Frequency of appointment availability
  
• Buffer Duration Between Appointment - determines how frequently appointments can be booked in relation to each other
  
• Appointments Per Slot - Maximum number of appointments permitted per slot for the user (If the number of appointments exceed for the given slot for the user, then it either switches over to the next user in the round-robin queue or marks the slot unavailable for the prospect to book)
  
• Appointments Per Day - Maximum number of appointments permitted per day on this calendar
  
• Choose Scheduling Notice
  
• Minimum Scheduling Notice – Days to be notified before appointment
  
• Date Rage – Days events can be scheduled in the next entered days
  
• Set Office Hours
  
• Select days – Blue = Days selected, Grey = Unselected Days
  
• Select + Hours to add additional hours to specific days
  
• Select Apply All to copy hours for the rest of the days selected
  
• Save & Continue