How To Create A New Calendar

Are you ready to start creating new calendars? By visiting the calendars tab in your CRM, you can create and manage different types of calendars based on your needs. These calendars enable you to create booking calendars for appointments, classes, and other events.

To get started, access your Calendar Settings inside your Calendars section.

Locate the Create Calendar button in the upper right corner of the page. Click the button, and a drop-down menu with calendar types will appear! 

Skim each option carefully to find one that will serve your desired purpose, such as professional, educational, or daily use. Once you have decided, simply select it and customize your calendar to tailor it to your needs!

Selecting a Calendar Type

There are six types of calendars available to choose from:

1. Personal Calendar: This calendar is used to schedule one-on-one meetings with a designated team member. 
2. Round Robin: This calendar allows you to add several team members to the same calendar for rotational booking.
3. Class Booking: This calendar allows you to host meetings with multiple clients in the same time slot.
4. ​Collective Booking: This calendar allows you to schedule meetings in which several team members will be present with one client.
5. Event Calendar: This calendar is used to schedule in-person meetings.
6. Service Calendar: This calendar allows scheduling for in-person or online services and can be linked to your Google Business Page.

General Set Up

Once you've selected a calendar type, you'll need to name it, this will be visible to customers and inside your account.

Select the team member(s) that will use this calendar so the appointments are shown on their end.

Set a custom URL, this will be used to customize the direct link to the calendar.

Set the meeting duration and booking availability for the calendar.

Choose whether to accept payments for each booking or not by adjusting the toggle.

Click on Confirm to save the calendar or Advanced Settings if you'd like to get into specific details.

Advanced Settings

In advanced settings, you can change things particular to each calendar type, so we recommend checking the article for the one you selected. However, the general sections will be:

Meeting/Service Details

Here, you can change the name, URL, and Meeting invite title of the calendar, as well as add logos, team members, and a description of the calendar. You can also configure how the appointments should be distributed among the selected team members and set their meeting locations.

Availability

In this section, you can set the specific availability for each day of the week and set the parameters for this meeting type (how often it can be booked, how long it lasts, etc.).

Scroll down to add recurring meeting details, meeting time, meeting duration, and much more.

Forms & Payment

Set the forms you want to use to collect the contact information and if you want to collect payment for the appointment booking in this section.

You can also allow your contacts to add guests to the appointment by enabling the feature. When enabled, you can collect the name and email address of each attendee or the amount only and choose whether to require guests for the booking. 

Scroll down to add extra details to the form, and you can also enable payments here- whether you want to collect the full amount up front or a partial payment. If you have enabled the guests feature, you can also enable the option to collect payments for all guests.

Notifications & Additional Options 

You can set the notification type and recipients, your cancelation and rescheduling policies, and any additional notes.

Scroll down to allow assigning contacts to allow Google/Outlook to send updates to attendees, assign contacts to team members, and also enable rescheduling and cancellation of meetings.

Customizations

This section is dedicated to the calendar's appearance, so here you can change the colors, add code, or change the text shown.

The options below allow you to customize the calendar to suit your brand image.

Whenever you make changes inside the Advanced Settings, click the save button at the top right corner, and you're done.

And there you have it. Now that you have the basics down, you can start creating calendars as you see fit! For detailed instructions on how to create each calendar type, please refer to the other articles in this section.