How to Create a New Calendar
Support Team
43 steps
5 minutes
1
Login to your CRM
2
Click "Settings"
3
Click "Calendars"
4
Click "New Calendar"
5
You can select one of the following calendar types.
6
Service Calendar: Designed for service-based businesses (plumbers, cleaners, roofers, etc.)
7
Simple Calendar: Designed for in-person events and meetings (Most popular).
8
Round Robin: Designed for support teams
9
Class Booking: Client can choose a specific team member to meet with.
10
Collective Booking: A calendar with availability for multiple teams/departments
11
In most cases, you will select the "Simple Calendar" option.
12
Name your calendar.
13
Add your calendar path.
14
Determine the meeting duration.
15
Select which days you'd like to be available.
16
Choose a time window you'd like to be available. Note: Your availability can be further customized in upcoming steps.
17
Add your unique Zoom or Google Meeting link here to be included in emails and reminders.
18
Click "Advanced Settings"
19
Add your logo.
20
Enter a description for this meeting that customers will see on the booking page.
21
Enter the title of your meeting that will be shown on email invites. For example, "Discovery Consultation with ABC Company".
22
Double-click the "{{ [contact.name](http://contact.name) }}" field.
23
Choose an event color.
24
Then click "Availability".
25
Toggle on/off the days of the week you want to be available.
26
Click this plus icon to add additional time blocks of availability.
27
Click the trash icon to remove a time block.
28
Use this button to adjust your schedule for specific dates (holidays, travel, etc.)
29
You include required forms or payments here.
30
Manage notifications, reminders and cancellation policy for booked meetings here.
31
Use this tab to connect an external calendar (i.e. Google Calendar). Your calendar will check the external calendar you add to prevent double-bookings.
32
Link your external calendar here.
33
To preview your calendar, click "Customizations".
34
Scroll down to "Preview Widget"
35
Here is a preview of what people will see based on the information added in this example.
36
Remember to click "Save" before exiting.
37
To find your calendar link, click these three dots.
38
Then click, "Share"
39
You have your "Scheduling Link"
40
A "One Time Link"
41
Click "Scheduling Link"
42
To edit your Calendar, click the three dots.
43
And click "Edit".
How to Create a New Calendar
Support Team
43 steps
5 minutes
1
Login to your CRM
2
Click "Settings"
3
Click "Calendars"
4
Click "New Calendar"
5
You can select one of the following calendar types.
6
Service Calendar: Designed for service-based businesses (plumbers, cleaners, roofers, etc.)
7
Simple Calendar: Designed for in-person events and meetings (Most popular).
8
Round Robin: Designed for support teams
9
Class Booking: Client can choose a specific team member to meet with.
10
Collective Booking: A calendar with availability for multiple teams/departments
11
In most cases, you will select the "Simple Calendar" option.
12
Name your calendar.
13
Add your calendar path.
14
Determine the meeting duration.
15
Select which days you'd like to be available.
16
Choose a time window you'd like to be available. Note: Your availability can be further customized in upcoming steps.
17
Add your unique Zoom or Google Meeting link here to be included in emails and reminders.
18
Click "Advanced Settings"
19
Add your logo.
20
Enter a description for this meeting that customers will see on the booking page.
21
Enter the title of your meeting that will be shown on email invites. For example, "Discovery Consultation with ABC Company".
22
Double-click the "{{ [contact.name](http://contact.name) }}" field.
23
Choose an event color.
24
Then click "Availability".
25
Toggle on/off the days of the week you want to be available.
26
Click this plus icon to add additional time blocks of availability.
27
Click the trash icon to remove a time block.
28
Use this button to adjust your schedule for specific dates (holidays, travel, etc.)
29
You include required forms or payments here.
30
Manage notifications, reminders and cancellation policy for booked meetings here.
31
Use this tab to connect an external calendar (i.e. Google Calendar). Your calendar will check the external calendar you add to prevent double-bookings.
32
Link your external calendar here.
33
To preview your calendar, click "Customizations".
34
Scroll down to "Preview Widget"
35
Here is a preview of what people will see based on the information added in this example.
36
Remember to click "Save" before exiting.
37
To find your calendar link, click these three dots.
38
Then click, "Share"
39
You have your "Scheduling Link"
40
A "One Time Link"
41
Click "Scheduling Link"
42
To edit your Calendar, click the three dots.
43
And click "Edit".
