Calendar/Scheduling

Note this help doc is using a deprecated function for triggers. Trigger actions are now part of Workflows. This tutorial will teach you how to set up calendar and appointment booking triggers, so when somebody books an appointment, the system will...

You can add a Facebook Pixel event directly to your forms, surveys and calendars. This pixel will then fire upon a submission of the form, survey or calendar. This is a default event that registers with Facebook as 'Submit Application' for a Form ...

Having your calendar set up properly ensures your clients can book appointments with you so you maximize your business opportunities. Sometimes,  your clients need to be able to reschedule or cancel an appointment. You want to ensure it is easy to...

There are different options for syncing the calendar in your system. It is important to understand these options, to ensure you choose the best option for your business. Step 1: Access the Calendar Settings. Under Settings, navigate to Calendars...

Calendars are a useful way for managing appointments in your system. Before creating a calendar, you’ll want to ensure you have an understanding on unassigned vs. team calendars. Please refer to our tutorial “How to Create and Utilize Teams Within...

Creating a team in your system is one way you can organize users and conveniently manage a collective calendar. Team Calendars are often useful when you have multiple users that operate within the same appointment type. There ar...

This is an overview on how to create and edit your 'unassigned' calendars (or non-team calendars). Step 1: Create a New Calendar or Edit an existing Calendar Navigate to Calendars Click on +New Calendar to add a new calendar OR click the … next to...

When connecting your Google calendar to your CRM calendar, you may see the following error message: You need to have writer access to sync appointments to the selected Google Calendar. Please check with the Google Calendar owner in case syncing is...

This article will walk you through how to integrate a Calendar in your account using Calendar Bridge. Calendar Bridge is an application that can sync multiple calendars. If you have a 3rd party calendar, other than  Google or Outlook, you can syn...

Using the calendar is a great way to block off time away, manage scheduled appointments, and more. The calendar in your system color codes your appointments and time slots. You may wonder what the different colors mean. Refer to the legend below f...

You may want to block time out of your standard availability in your calendar, for a variety of reasons, including being away/out of office, or having something outside of your system scheduled during that time. Follow these steps to bl...

You may want to schedule an appointment manually, at a time you're not typically available. Follow the steps below to schedule outside your default availability. NOTE: in the Teams Calendars this is only an option if you're an assigned user withi...

Outlook calendar integration is a great feature you can use with a Teams Calendar. This allows you to create and sync calendar invites for Outlook, and to sync back to the system. NOTE: Only Outlook.com, Office365, live.com, and Hotmail calendars...

If you’d like to use Google Meet to connect virtually for appointments, check out this quick tutorial to get your account set up. You can simply integrate your Google account to the system, and then set your User Availability for your meeting/appo...

When creating a new calendar, you can copy and duplicate an existing calendar, if you want to duplicate all or most of the settings. This will allow you to save time setting up multiple calendars with the same or similar settings. Navigate to Cale...

This tutorial will teach you how to disable and enable calendar services. Maybe you have a service that you typically offer such as a 30 minute consultation or a demo, and you want to temporarily disable that calendar because you're not offering i...