Using the Neo Group View Template

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 present your booking groups to clients.

About the Neo Template

The Neo Group View Template offers a modern, visually-driven layout for your group calendars. It is designed to create a more polished and engaging booking experience for your clients.

Key Features of the Neo Template

• Enhanced Staff Selection: If you have enabled staff selection for a service within a calendar, the Neo template provides a refined interface for clients to choose their preferred team member.
• Modern Design: The template features a clean, sophisticated aesthetic that improves the overall look and feel of your booking page.
• Calendar Cover Images: The Neo template prominently displays cover images for each calendar, allowing for greater visual customization and brand alignment.
• Streamlined Navigation: Information is presented in a clear, logical flow, making it easy for users to find and book the services they need.

How to Create a Group Using the Neo Template

Follow these steps to set up a new group calendar with the Neo template applied.

1. Navigate to Calendars > Calendar Settings from the top navigation menu.
2. Click on the Groups tab.
3. Click the Create Group button.
4. In the creation pop-up, you will see a Template field. The Neo template is selected by default.
5. Fill in the required details:
   • Group Name: Enter a name for your group.
   • Group Description: Provide a brief description of the group.
   • Group URL: Optionally, add a relevant web address.
6. Click the Create button to finalize the group.

Uploading a Calendar Cover Image

To take full advantage of the Neo template's visual features, it is recommended to add a cover image to your calendars.

1. Go to Calendar Settings.
2. Either edit an existing calendar or create a new one.
3. Navigate to the Customization tab within the calendar's settings.
4. Find the option to upload a Calendar Cover Image.
5. You can either:
   • Upload an image from your local device.
   • Use the integrated Unsplash search to find a suitable stock image.
6. Select your image and confirm the upload.

Sharing Your Group Calendar

Once your group is set up, you can share it with clients in two ways.

1. In Calendar Settings > Groups, locate the group you want to share.
2. Click the three-dot action menu for that group.
3. Select Scheduling link to copy a direct URL to send to clients.
4. Alternatively, select Embed code to get the HTML code for embedding the calendar on your website.

Frequently Asked Questions

What is the Neo Group View Template?

The Neo Group View Template is an advanced version of the calendar widget that provides a more modern and visually appealing interface for client booking pages.

Why should I use the Neo template?

The Neo template offers a superior user experience with its modern design, support for cover images, and enhanced staff selection interface. It is the recommended choice for a professional presentation.