Calendar

Can I Show Multiple Calendars Without Using a Calendar Group?

Troubleshooting Tool for Calendar

How to Remove Ability to Adjust Timezones When Scheduling

When {{appointment.start_time}} or any other appointment custom values are not showing up

How to Integrate Zoom with CRM Calendars

Reserve with Google Integration - Local Services Ads (LSA)

How to Integrate Outlook on CRM Calendar

iCloud Integration

Microsoft Teams Integration For Calendars

Hide Third-Party Calendar Details

How to Integrate Calendly

How to connect iCloud

Create Appointment Note - Workflow Action

Appointment List View in Calendars (Smart List)

Book Appointment Action in Workflows

Calendar: Add Notes Per Appointment

Class Booking Calendar Overview

Collective Bookings Calendar Overview

Collective Booking Calendar Use Cases

Creating Collective Booking Calendars

Team Member Assignment (Round Robin Calendar)

Round Robin Calendars Appointment Distribution Logic

How to Create Round Robin Calendars

How to Use the Rich Text Editor to Enhance Your Calendar Descriptions

Customizing Calendar Colors

Restore Deleted Calendars

Multiple Meeting Location Selector in Calendar

How to Use Service Calendars in the Mobile App

Collect Payments with Recurring Appointments (Booking Widget)

Deactivating Calendar Groups

Cancellation & Reschedule Policy (Booking Widget)

Adding Unassigned Calendars to Groups

User Permissions in Calendars

Group Calendar Overview

Embedding CRM Calendars using HTML Code

Workflow Action for Generating One Time Link

Calendar Availability - Weekly Working Hours & Date-Specific Hours

Partial Payment: Collect Deposit Amount

How to Set Up Recurring Appointments

Turning Off Alternate Time Zones

View Calendar & Appointments in User Timezone

Service Menu

Google Organic Booking

How to create Rooms?

How to sync Calendars With Outlook

Block Specific Days Or Times On A Calendar

Understanding Calendar Availability Settings

Service Calendars - Automotive Detailing

How to set up a Calendar for Classes?

Show seats per slot for Class booking on the booking widget

Calendar Widget Customization

Calendar User Consolidation

How to find the Calendar ID for a Group Calendar

How to create Equipments?

How to fully re-integrate Google calendar for a User

One Time Link

Neo Group View Template

Service Calendar

Resolving Google Calendar Writer Access Error

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

Adding Custom Forms to Calendars

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

Adjusting Availability Settings for Individual Calendars

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

Troubleshooting Missing or Incorrect Appointment Time Slots

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.

Preventing and Resolving Double Bookings in Your CRM Calendar

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

Understanding Contact Reassignment in Group Calendar Appointments

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

Troubleshooting Google Calendar Integration Issues

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

Understanding and Managing Appointment Buffers

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

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

Using Consent Checkboxes for Compliance in Calendar Forms

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

How to Set Up a Service Calendar

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

Creating Service Menus for Your Booking Calendar

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

Using the CRM's In-App Calendar View

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

Assigning a Primary Calendar

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

Connect Your Google Calendar to the CRM

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

Setting Up Linked Calendars and Conflict Calendars

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

Calendar: Email, In-App, SMS & WhatsApp Appointment Notifications

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

Creating and Managing Service Add-ons

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

Managing Resources for Your Services

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

Managing Service Locations

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

Managing Scheduling Conflicts with Third-Party Calendars

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

Setting Up a Custom URL for Unassigned Calendars

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

Organizing Services with Categories

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

Sharing Calendar Links from the Mobile App

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

Manually Booking Calendar Appointments

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

Setting Up and Managing Recurring Calendar Appointments

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

Enable Round Robin Staff Selection in Calendar

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

Collective Bookings Calendar Overview

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

Setting Up Calendar Payments

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

Displaying Available Seats for Class Booking Time Slots

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

Customizing the Calendar Widget Step Order

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

Setting Up a Service Calendar for Your Photography Business

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

Setting Up Service Calendars for Your Yoga Studio

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

Setting Up Service Calendars for Your Hair Salon

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

Setting Up Service Calendars for a Barbershop

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

Setting Up Service Calendars for MedSpas

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

Using the 'Look Busy' Feature in Calendar Settings

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

How to Use the Rich Text Editor to Enhance Your Calendar Descriptions

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

Viewing Custom Form Submissions in the Appointment Sidebar

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

Setting Up a Booking Calendar

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

Getting Notified When Your Calendar Integration Disconnects

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

Using the Add Guests Feature for Calendar Bookings

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

How to Create and Manage Bookable Services

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

Managing Staff Members for Services

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

How to Duplicate a Calendar

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

Understanding the Calendar View for Services and Meetings

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

Resolving Unwanted Text in Embedded Calendars

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

Modifying a Rental Booking

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

Global Settings for Rentals

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

Rentals Calendars - Overview & How to Get Started

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

Accepting PayPal for Calendar Bookings

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

Managing the Rentals Feature for Your Locations

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

Using the Enhanced Calendar View

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

Managing Payments for Calendar Appointments

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

Setting Up Service Calendars for Dog Grooming Businesses

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

Using the Appointment Modal to Manage Service Bookings

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

Configuring Email and In-App Notifications for Services

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

How to Create Event Calendars

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

Using Custom Values in Calendars

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

Using Ask the Booker Location for On-Site Services

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

Managing Calendar Availability for Multiple Team Members at Once

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