📆Calendar Setting
The Calendar setting screen is where you can add or edit existing calendar in your LMS.
Navigating the Calendar Setting Screen
Create a New Calendar
Click on the blue "Create Calendar" button.
This will open up a the calendar editing window which you can learn more about here.
Action Drop-down
By click on the 3 dots symbol, a drop down will appear.
If you want to edit the existing calendar, click on edit. That will open up the calendar editing window which you can learn more about it here.
You can also deactivate the calendar in the drop down if you want to remove the calendar as an option to book on.
You can delete the calendar forever here as well.
Calendar Editing Window
Round Robin Type
Optimize for Availability
This option will make it so the Round Robin won't take into account the number of appointments on the calendar of a user but will book based on the availability of all users.
You can set up a priority of a user in the calendar to give more or fewer appointments.
Optimize for Equal Distribution
This option makes it so the calendar will take into account all the appointments assigned to a user. The Round Robin will try to weigh itself if there are more appointments on one user's calendar vs another.
Select a User and Meeting Location
Select a User
By clicking on this bar, a drop-down with all users in it.
Just click on the name of the user you want to add to add them to the calendar.
Meeting Location
You can add your integrated Zoom or Google Meet account here so that the calendar will generate a unique link. This will be added to the calendar event when the appointment is booked.
Add User
By clicking this button, it will bring up another drop-down bar to select a user to add to the calendar.
Calendar Name and Description
Here you can add or change the name and description of the calendar that you and your potential clients will see.
If there isn't a value in the Calendar URL section you won't be able to save the calendar.
Appointment Title
You can set the appointment title in this section that will auto-populate when you create an appointment on this calendar.
Appointment Slot Settings
Slot Duration
This will set the amount of time blocked off on your calendar and the client or lead will be able to see this if they have your link to book.
Slot Interval
You can set this to give the option to book an appointment in different intervals like 15 mins, 30 mins, or 1 hr.
Buffer Duration between Appointments
This can give you a buffer between appointments so that you or leads don't book top of the appointments you need time in between for.
Scheduling Notice
Minimum Scheduling Notice
Set up the time delay you want to give yourself or leads to book. Example: When a lead comes in at 8 am and wants to book with you, if you have it set up for a 4 hr notice the 1st time they could book would be 12 pm.
Date Range
This is the amount of time you or a lead can set an appointment in the future.
Office Hours
You can set up the available days and time range to take appointments.
Notification & Additional Options
This is where you can set up who gets a notification when an appointment is booked. If you want to get or send an email confirmation, you will need to check the box next to Assigned User and Contact.
Misc Settings
There are a few nice settings here you can set up.
Letting the calendar auto-confirm my appointment just sets the status of the appointment to be confirmed when you book it.
Allowing Google to send invitations or update emails to attendees really should only be set up if you are booking a presentation.
Always have Assigned contacts to their respective calendar team member turned on so that appointments will appear on your synced calendar.
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