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Calendars

When it comes to calendars, this training area will provide you with guidance on how to effectively use the calendar functions in your CRM platform.

Calendar Groups

Creating & Managing Calendar Groups

Organizing Calendars into Groups

Sharing & Embedding Group Calendars

Service Calendars

Service Calendars Overview (Service v2)

Setting Up a Service Calendar for Your Med Spa

Building Service Menus

Rooms, Equipment & Resources

Managing Rooms in Service Calendars

Managing Service Appointments

AI Booking with Service Calendars

Getting Started with Calendars

Calendars Overview

Choosing a Calendar & Scheduling Type

Creating, Editing & Duplicating Calendars

Managing Appointments & Appointment Lists

User Permissions & Notifications for Calendars

Calendar Types

Simple Calendars

Round Robin Calendars

Class Booking Calendars

Collective Booking Calendars

Event Calendars

Personal Booking Calendars

Availability & Preferences

Managing Calendar Availability

Linked & Conflict Calendars, Look Busy

Calendar Preferences & Timezones

Recurring Appointments

Booking Widget & Customization

Customizing the Booking Widget

Custom Forms on Calendars

Booking Policies & Options

Sharing & Embedding Calendars

Calendar Connections & Sync

Connecting Google Calendar (2-Way Sync)

Connecting Outlook & Microsoft Teams

Connecting iCloud Calendar

Connecting Zoom & Google Meet

Syncing Calendly

Reserve with Google (LSA)

Facebook Lead Ads Booking

Payments on Calendars

Collecting Payments on Calendars

Deposits, Partial & Per-Attendee Payments

Payment Methods & Discounts on Calendars

Troubleshooting & FAQ

Calendar Troubleshooting Tool

Fixing Booking & Availability Issues

Fixing Calendar Sync Issues

Calendar Custom Values & FAQ