Setup your calendar

📆 Calendar Setup

Calendar Setup Checklist

🔧 Create Your Calendar

• Go to "My Calendars" → Create/Edit Calendars

• (Optional) Use a templated calendar if you're on the Partner or Platinum tier

• Click "Create New Calendar" in the top-right corner

• Choose your calendar type (e.g., Round Robin = most common)

• Name your calendar something clear and relevant

• Select one or more team members to attach

• Create a unique calendar URL (get creative if it's taken!)

• Click "Advanced Settings"

🖼️ Customize Calendar Details

• Add/edit your logo, description, group, and invite title

• Set appointment distribution (recommended: Optimize for Availability)

• Confirm meeting locations and assign event colors

🕒 Set Availability

• Click "Availability"

• Add accurate available times (don't let people book you while you're sleeping!)

• Hover over the info icons to understand each meeting setting

📄 Forms & Confirmation Settings

• Select a pre-built form for gathering info during booking

• Customize the confirmation message or redirect users to a different page

🔔 Notifications & Reminders

• Go to "Notifications & Additional Options"

• Select Assigned User for internal notifications (automations handle client reminders)

• Enable Google/Outlook invites for client convenience

• Assign contacts to the meeting team member

• Leave default Google/Outlook notes unless customization is needed

🎨 Customize the Look

• Go to "Customizations" to adjust how the calendar looks on your site

• Click "Save" when you’re happy with everything

• Toggle your calendar Active when ready!

🔁 Final Checks & Integrations

• Review your own My Profile settings

• Sync your Google/Outlook Calendar (click "Add New")

• Go to "Video Conferencing" and connect Zoom

• Under User Availability, confirm your meeting location & time zone

• Double-check that your personal availability matches your calendar settings

• Click "Update Availability" to lock it in

Need a Hand? 💬