1. To start, click on "Calendars"
2. Next, click on "Calendar Settings".
3. Click on "Create Calendar".
4. Round Robin Event Type, you can provide customers with more available time slots while efficiently handling your team's workload. It automatically assigns new meetings to team members, eliminating the need for manual assignments and saving you time
5. Give your calendar a name as it will offer leads and customers an understanding of the intent of booking a meeting.
6. For additional clarity regarding the theme and topic of the calendar, you can include a description. It will be viewable to anyone considering scheduling a meeting.
7. Click here to "Select team members"
8. In this field, input a calendar slug name, which serves as a distinct identifier.
9. "Meeting duration" refers to the length of time that a meeting lasts, typically measured in hours and minutes. It indicates the period from the start to the end of the meeting.
10. Incorporate specific days into your calendar for scheduling appointments. Choose appropriate timings for each selected day allocating as much duration as you deem necessary.
11. Access advanced meeting settings
12. Click here if you want equal distribution of appointment
13. For optimum utilization of time, you can configure your calendar to allocate meetings based on their urgency. Users marked as 'High Priority' will be assigned more meetings compared to those tagged with lower priority. For instance, a 'High Priority' tagged user will be allocated all the vacant meeting slots. But in a situation where two meetings fall in the same time period, the 'Appointment per slot' setting will aid in deciding whether the remaining meeting goes to a user designated as either 'Medium' or 'Low' priority.
14. This option provides you with the ability to choose the specific user you wish to incorporate into the calendar
15. This option gives you the ability to set the priority level for scheduled appointments only when "optimize for availability" is selected
16. Select "Meeting location" Custom: This feature enables you to insert your unique custom link or details. Google:After linking your Google Account, meeting links will be automatically created and placed in the designated meeting location for your convenience.
17. Input "Meeting Location"
18. Click on "Availability".
19. Define the availability weekly hours for this calendar.
20. This configuration allows you to set the duration of each appointment, which is visible when someone books a slot. It assists them in understanding the amount of time they'll have available with you
21. This feature lets you specify the duration of each meeting, which will show up when an individual reserves a slot. It ensures they know how much time they have allocated with you.
22. Establish the minimum notice period required prior to booking an appointment. You can select the duration to be in hours, days, weeks, or months. For instance, if a minimum notice period of 5 days is selected, it implies that no appointments can be booked within a five-day span from your upcoming appointment.
23. Set the duration within which appointments can be booked. You can decide from options such as the next 6 hours, 6 days, 6 weeks, or 6 months. This ensures that appointments can only be scheduled within the time frame you have specified.
24. Input "Minimum booking per day"
25. Input "Maximum booking per slot"
26. "Pre-buffer time" refers to the period before a scheduled event or activity
27. Input "Post buffer time"
28. Activating the Sticky Contact feature ensures that individuals scheduling appointments won't have to repeatedly input their contact details if they've previously provided them. This procedure helps streamline the signup process.
29. Including your Facebook Pixel in this section permits you to efficiently track the new appointment reservations made via your Facebook Ads Manager.
30. You have the option to enable a checkbox which permits Google to dispatch invitations to all concerned parties. This email is comprehensive and professionally formulated, asking the recipient to affirm their participation with a "yes", "no" or "maybe".
31. Click on "Notifications & Additional Options".
32. Click here to customize notifications Select contact and additional email options.
33. Click here to to allow google/outlook calender to send invitation
34. Click here to to allow assign contact to their respected calendar team members each time an appointment is booked
35. By turning on this feature, users are afforded the function to reschedule their appointments. A rescheduling link will be included in the confirmation email. This task can also be managed manually in the CRM.
36. By activating this function, users are granted the ability to cancel their appointments. Alongside the confirmation email, the system will dispatch a cancellation link. This process can also be manually executed in the CRM.
37. Then, click on "Customizations".
38. Click here to select widget style
39. Click here to enable/disable staff selection during booking Staff selection is only available for "Neo widget"
40. Click on "Save".
