Calendars

Appointments Section within Calendars Tab Appointments Section within Calendars Tab Summary: This view will provide you with a list of all appointments booked on your account, from all calendars. When a meeting is schedu

Audit Logs & Calendars Audit Logs & Calendars Summary: This article will teach you how to review the actions in your Calendar and restore deleted ones. Audit Logs provide a record of all activities within the system, the

Book New Appointment Book New Appointment Summary: The "Appointment" section is a great way to see the upcoming and past appointments at a glance. Manually scheduling appointments is done in the Appointments tab within t

Calendar Connections Calendar Connections Summary: In the Connections section of the Calendars tab you can manage calendar integrations with Google or Outlook calendars, Zoom, Stripe, and Local Service Ads In the Calenda

Calendar Consent Checkbox for SMS Compliance Calendar Consent Checkbox for SMS Compliance Summary: This article will guide you through the process of setting up and integrating the consent checkbox, ensuring that your SM

Calendar Groups Calendar Groups Summary: In this article we're going to see how to set up a teams calendar. Calendar Groups allow businesses to streamline appointment scheduling, coordinate team availability, and offer c

Calendar Preferences Calendar Preferences Summary: Calendar preferences allow you to customize various parameters related to meeting logistics, including location, time format, and language settings. Calendar preferences

Calendar Settings Calendar Settings Summary: To get your calendar up and running, you'll need to set it up first. The Calendars Settings section contains all configurations related to your calendars and their connections

Calendar Sync Options Calendar Sync Options Summary: You'll learn about the different types of sync options, like one-way sync, and two-way sync. You'll encounter various “Sync Options” when setting up or editing your ca

Calendar Types Calendar Types Summary: A simple walk through of different calendar types Your CRM is capable of providing multiple scheduling types to serve different purposes. Let's cover them one by one. Personal Calen

Calendars Overview Calendars Overview Summary: The Calendars feature allows your clients to easily book appointments. Learn how to simplify your scheduling process to ensure you stay organized with In-App calendar. This

Collective Booking Dynamic Team Assignment Collective Booking: Dynamic Team Assignment Summary: How to use Dynamic Team Assignment for Collective Booking Collective booking calendars enable you to schedule meetings invol

Consent Checkbox for A2P Compliance Consent Checkbox for A2P Compliance Summary: This section will teach you more about the Consent checkbox for your Calendar settings. This allows users to include consent when collectin

Find Appointments within a Contact Find Appointments within a Contact Summary: You can manage appointments for specific contacts by going into the "Contacts" tab. Organizing your day based on appointments helps you be mo

Google Organic Booking Google Organic Booking Summary: Let your customers book an appointment from your GMB page Limiting pain points in your booking process goes a long way in growing your business. Allowing customers t

How to Accept Payments in Appointments How to Accept Payments in Appointments Summary: In this article, we're going to see how you can accept payments for your appointments. Collecting payments for your appointments can

How to Add Guests to an Appointment How to Add Guests to an Appointment Summary: Adding Guests to Appointments When scheduling appointments, you might be dealing with bigger teams or other occasions on which it's necessa

How to Add Notes to Appointments How to Add Notes to Appointments Summary: Notes added through the Appointment Modal not only enhance organization but also integrate seamlessly with third-party calendar systems like Goog

How to Configure Staff Member Selection in Round Robin Calendars How to Configure Staff Member Selection in Round Robin Calendars Summary: Specifically tailored for Round Robin calendars and the Neo widget type, the Staf

How To Configure Your Appointment Notifications & Additional Options How To Configure Your Appointment Notifications & Additional Options Summary: Setting up Notifications and additional options is one of the last steps

How to Connect a Custom Form to Your Calendar How to Connect a Custom Form to Your Calendar Summary: By the end of this article, you will have a clear understanding of how to enhance your scheduling process with customiz

How to Connect Microsoft Teams How to Connect Microsoft Teams Summary: By connecting your Microsoft Teams account, you can efficiently manage virtual meetings, ensuring that each booking is accompanied by a Teams meeting

How To Create A Class Calendar How To Create A Class Calendar Summary: The Class Booking calendar is a one-to-many calendar designed for events with multiple attendees, such as webinars, workshops, training sessions, or

How To Create A New Calendar How To Create A New Calendar Summary: This is a basic tutorial on how you can create more calendars for yourself and your team. Are you ready to start creating new calendars? By visiting the