Calendar Management Overview

The Calendar Management section allows you to monitor and adjust all calendars connected to your CRM, form calendar groups, and create individual calendars. This section enables you to modify your calendars and groups, and also provides scheduling links for easy sharing with clients. Additionally, you can find embed codes here to integrate with your website, allowing customers to book appointments directly.

Creating Calendar Groups

Using the Create Group feature is an excellent way to organize team efforts. To create a group calendar, simply click on the Create Group button located at the top right of the page. This function enables you to consolidate multiple team members' calendars into one. A popup will appear, prompting you to input the group name, a description, and the calendar URL.

Creating Individual Calendars

To set up a new calendar, click on the blue Create Calendar button at the top right of the page. You can choose from different calendar types, such as Round Robin, Unassigned, Class, or Collective (coming soon). You'll be guided through filling in the necessary details to configure your calendar according to your needs.

Calendar Settings Overview

On the calendar settings page, you will see a list of all active calendars in your CRM. This list displays the calendar's name, associated group, duration, type, status, and the last update date.

Searching and Filtering

• Search Bar: Quickly locate any calendar by typing its name into the search bar.

• Filters: Customize your calendar view based on status or group. Apply filters by clicking the appropriate buttons.

Calendar Details

• Calendar Name: The name assigned to each calendar.

• Group: The group each calendar belongs to.

• Duration: The length of meetings scheduled on each calendar.

• Calendar Type: The type of calendar, such as Round Robin, Event, or Collective.

• Status: Indicates whether the calendar is active or not.

• Date Updated: Shows when the calendar was last modified.

Action Menu

The action menu, accessible by clicking the three dots next to a calendar, offers several options:

• Edit: Modify calendar settings, including availability.

• Duplicate: Create a copy of the calendar with the same settings.

• Copy Embed Code: Get the HTML code to embed the calendar on your website.

• Copy Scheduling Link: Share this link with clients to allow them to book appointments.

• Deactivate Calendar: Disable a calendar temporarily.

• Move to Group: Reassign a calendar to a different group.

• Delete Calendar: Permanently remove the calendar from the system.

Advanced Filtering

The filtering options allow you to refine the display of calendars based on:

• Status: Filter by active or draft calendars.

• Group: View calendars associated with specific groups.

• Calendar Type: Filter calendars by type, such as Round Robin, Event, or Collective.

Managing Calendar Groups

Calendar groups, also known as "Teams," are collaborative spaces where multiple users work toward common goals, such as a sales or support team. You can add and manage group calendars within the calendar settings tab. Users are automatically linked to their calendars during the Team & Event setup process.

Group Details

• Group Name: The name of each group.

• Calendars: The calendars associated with each group.

• Date Updated: The last modification date of the group.

• Status: The current status of each group.

Group Management Actions

By clicking the three-dot menu next to a group, you can:

• Edit: Change group details.

• Copy Embed Code: Obtain the HTML code to embed the group's calendar on your website.

• Copy Scheduling Link: Share the link for booking appointments.

• Rearrange Calendars: Adjust the order of calendars within the group.

• Deactivate All Calendars in Group: Temporarily disable all calendars within the group.

• Delete: Permanently remove the group and all its associated calendars.

This guide should help you effectively manage and optimize your calendar and group settings within the CRM.