Understanding the Writer Access Error When connecting your Google Calendar to your CRM, you might encounter an error stating that you need "writer access" to sync appointments. This means the CRM requ
What Are Custom Forms for Calendars? Custom forms allow you to gather specific information from a contact immediately after they select an appointment time. When you attach a form to a calendar, it be
Configuring Your Personal Calendar Availability Your CRM's calendar settings allow you to precisely control when and how appointments can be scheduled. By adjusting these settings for your individual
Overview If time slots for appointments are not appearing, showing as unavailable, or displaying at unexpected times on your public calendar, it's typically due to one or more configuration settings.
Understanding Calendar Double Bookings Double bookings occur when two or more appointments are scheduled for the same time slot in your CRM calendar, which can lead to conflicts and missed appointment
When a contact books an appointment through a group calendar, the system may automatically reassign that contact to a different user. This is a standard behavior designed to align contact ownership wi
Common Causes of Google Calendar Integration Problems Your CRM's connection to Google Calendar can become disrupted for several reasons. The most frequent causes include: Changing your Google account
What Are Appointment Buffers? Appointment buffers are blocks of time you can add before and/or after an event scheduled in your CRM calendar. This feature is useful for activities like preparing for a
Introduction to Group View Templates Your CRM provides different templates to control the appearance of your public-facing group calendar pages. You can choose between the Classic and Neo templates to
Introduction to Consent Checkboxes Your CRM now includes a feature that helps you maintain compliance when collecting phone numbers from contacts. By enabling a consent checkbox in your calendar booki
About Service Calendars A Service Calendar is designed for businesses that offer bookable services. It allows you to define specific services, organize them into categories, and present them all throu
What Is a Service Menu? A Service Menu lets you display multiple appointment services on a single booking page. Clients can browse and book different services—each tied to its own calendar—without lea
Overview of the In-App Calendar The CRM's in-app calendar provides a central hub for viewing and managing all your appointments and synced external events. Accessible directly from the calendar module
About the Primary Calendar Within Teams/Group calendars—such as Round Robin, Service, Class, and Collective Calendars—appointments assigned to a specific user can be synchronized with external calenda
About Google Calendar Integration Integrating your Google Calendar with the CRM allows for smooth two-way synchronization of events and appointments. This connection helps manage availability, prevent
Overview Your CRM allows you to synchronize external calendars—such as Google Calendar, Office 365, or Outlook.com—to maintain accurate availability and prevent double bookings. You can authorize acce
What are Calendar Notifications? Calendar notifications allow you to automatically send messages to contacts, staff, and guests when appointment events occur. You can configure tailored emails, in-app
What Are Service Add-ons? Add-ons are optional extras that customers can select to customize their appointment or service booking. They allow you to offer supplementary items, upgrades, or related pro
Understanding Service Resources Resources are physical assets—such as treatment rooms, equipment stations, or specialized chairs—that you need to deliver a service. When you assign a resource to a ser
What Are Service Locations? A service location represents the physical place where you meet with customers to provide your services. This could be your office, retail store, or any other address where
About Calendar Synchronization and Conflict Checking When using group calendars like Round Robin, Service, Class, or Collective Calendars, appointments assigned to a specific user can be synchronized
What is a Custom URL for Unassigned Calendars? A custom URL allows you to create a unique, easy-to-remember web address for your Unassigned Calendar's booking page. Instead of using a system-generated
What Are Categories? Categories help you organize your services into logical groups, making it easier for clients to browse and book appointments. When you assign services to categories, they appear a
You can easily share links to your CRM calendars directly from the mobile app. This allows you to provide potential leads and customers with direct access to your scheduling pages. You can share diffe
Sometimes you need to schedule appointments on behalf of others—whether for leads, clients, or team members. Your CRM allows you to manually book appointments from multiple areas of the platform, givi
What Are Recurring Appointments? Recurring appointments are scheduled events that repeat automatically at set intervals, such as daily, weekly, or monthly. They are ideal for regular meetings, check-i
Understanding Round Robin Staff Selection The Round Robin Staff Selection feature enhances scheduling flexibility by allowing clients to choose a specific team member for their appointments while main
What Are Collective Bookings? Collective Bookings is a feature designed to simplify scheduling meetings that require multiple team members to attend at the same time. By combining the availability of
Enabling Payments for Calendar Bookings You can configure your CRM calendar to collect payments when a client schedules an appointment. This feature is ideal for businesses that require a deposit or p
Overview The Class Booking feature in your CRM allows multiple customers to book the same time slot for a class or event. The "Show seats per slot" option enhances this by displaying the number of ava
Overview The Calendar Widget Reorder feature gives you control over the sequence of steps a visitor follows when booking an appointment. You can choose whether the Date & Time Selector or the Form app
What is a Service Calendar? A Service Calendar is a scheduling tool within your CRM that helps you define specific photography services, assign qualified staff members, and allocate resources such as
What Is a Service Calendar? A service calendar is a scheduling tool in your CRM that allows you to define services, assign staff, and manage resources like studio rooms and equipment. For a yoga studi
Introduction Service Calendars in your CRM are powerful tools designed to help hair salons automate appointment scheduling, manage stylist availability, and assign resources like styling chairs and eq
Introduction to Service Calendars Service Calendars in your CRM are a powerful scheduling tool designed for service-based businesses like barbershops. They allow you to define specific services, assig
What Is a Service Calendar? A Service Calendar is a scheduling tool within your CRM that helps MedSpas automate bookings, manage staff schedules, and allocate resources such as treatment rooms and equ
About the 'Look Busy' Feature The 'Look Busy' feature helps create a sense of urgency for clients booking appointments by hiding a portion of your available time slots on your public booking widget. T
Introduction The CRM now includes a rich text editor for calendar descriptions, enabling you to create more engaging, readable, and customized content for your booking pages. This guide explains how t
Overview The View Form Submissions feature lets you see the responses from custom booking forms directly inside the appointment details sidebar. This eliminates the need to switch to the Forms module
Getting Started with Your Booking Calendar Your booking calendar is the central hub for managing client appointments. Setting it up allows you to define your availability, meeting types, and automated
Overview To help you maintain seamless scheduling, your CRM can send you alerts if your calendar or video conferencing integrations become disconnected. You can receive these alerts via email, SMS, or
Overview of the Add Guests Feature The Add Guests feature in your CRM's calendar bookings allows clients to include additional participants when they schedule an appointment. This ensures you have a f
Introduction to Services Services are the bookable offerings your business provides, such as consultations, classes, or appointments. By defining your services in the CRM, you enable customers to sche
Overview Your CRM's staff management system allows you to configure which team members can be booked for services, control their availability schedules, and specify which services they provide. Proper
Overview Duplicating a calendar in your CRM allows you to create an exact copy of an existing scheduling setup. This feature is ideal for quickly deploying similar calendars for different team members
Overview The Calendar View is your primary workspace for overseeing all of your scheduled events. It intelligently organizes your schedule by the nature of your bookings, providing a clean and context
Overview When you embed your CRM calendar on your website, you might sometimes see unexpected text appear alongside it. This text could include phrases like "Marketing Agency," "Demo Reviews," or "Fre
Overview of Editing a Booking The Edit Booking screen is your central hub for making changes to an existing rental reservation. From this single page, you can adjust booking details, manage the includ
Overview of Global Settings The Global Settings page for Rentals provides a centralized location to manage core configurations for your rental business. By setting global defaults, you ensure consiste
What Are Rentals? Welcome to Rentals, a powerful scheduling and booking system built for businesses that manage rentable assets. Whether you offer properties, vehicles, equipment, or any other bookabl
You can now enable PayPal as a payment option for your calendar bookings, providing clients with a familiar and trusted checkout method. This allows you to receive payments instantly into your PayPal
Overview The Rentals feature is a specialized scheduling system within the CRM designed for businesses that manage bookable assets such as vehicles, equipment, or properties. This feature allows you t
What is the Enhanced Calendar View? The enhanced Calendar View is a redesigned interface for managing your schedule. It provides a cleaner, more spacious layout that adapts to the specific type of sch
About the Payments Tab The Payments tab within a calendar appointment provides a central location for handling all financial aspects of a booking. From this tab, you can review the total amount due, s
What Is a Service Calendar? A Service Calendar is a scheduling tool that allows you to define specific services, assign staff members, and allocate resources such as rooms or equipment. For dog groomi
What is the Appointment Modal? The appointment modal is a side panel that appears when you click on a service booking in your calendar. It provides a centralized place to view booking details and perf
Overview The Services feature includes a built-in system for sending automatic email and in-app notifications to customers and team members during the service booking process. This system allows you t
What Are Event Calendars? Event Calendars in your CRM allow you to create bookable schedules for events that don’t require a specific host or team member to be assigned. This makes them ideal for conf
What are Custom Values? Custom Values allow you to personalize calendar appointments, notifications, and booking experiences by inserting your own data directly into calendar fields using merge fields
What is the Ask the Booker Location Feature? The Ask the Booker location is a special type of service location that allows your customers to specify the service address at the time of booking. Instead
Overview of Bulk Calendar Availability Management The bulk edit feature in your CRM allows you to efficiently update calendar availability settings for multiple team members simultaneously. Instead of