Get More from your Business Calendar
No more double-bookings or lost appointments. Save time, energy and hassle by scheduling appointments and events directly from your business calendar!
These are the proven benefits you get when scheduling one-on-one appointments or group events directly from your calendar:
- Reduce no-shows - The system sends automatic meeting reminders to your clients by email and SMS
- Manage your schedule - View your and your staff upcoming meetings and modify if needed or block times that you are not available to take appointments
- Online Scheduling - Invite clients to schedule an appointment
- Manage you schedule from one place - Easily sync your personal Gmail/iCloud/Outlook calendar with your Business calendar for perfect coordination
To access your business calendar select CALENDAR from the left navigation pane.
Schedule New - This button will open a drop down menu with a selection of actions from which you can choose:
- Appointment - Allows you to create a new appointment with a client
- Group event - Allows you to create a group event, then invite clients to register or register clients yourself
- Busy time - Allows you block specific time range or time slot as not available to meet with clients or if you simply need to set time for a specific task. These times will be excluded from your availability and clients will not have the option to select these times in case you've enabled online scheduling option.
- Invite to schedule – Send your clients an invitation to schedule an appointment to one of your services directly from their email. Note - this option is available only in case you've enabled online scheduling.
Print – Allows you to print your calendar or agenda
Calendar Settings - Redirects you to your calendar configurations. Including setting your timezone, preferred time format, setting your business hours and more.
Export- Opens a drop down menu allowing you to either export all your appointments and events to a CSV or Excel file within a given date range.
You can choose to view your calendar in the following display options: Day, Week, Month and Agenda
Day view: Displays your schedule for a selected day
Week View: Displays your weekly schedule in a Sunday-Saturday format
Month View: Displays your monthly schedule at a glance
Agenda View: A list of all upcoming appointments
Located to the right of your calendar, the right pane consists of two view options- Services or Staff.
This tab will list each of your configured services, each offers 3 possible actions:
- Schedule - Lets you schedule the specific service with one or multiple clients
- Grab a Link and Invite - Grab a link for the specific service online scheduler where your clients can see your availability and schedule time with you (requires enabling the online scheduling option). You can paste that link anywhere your clients find you online - in your email campaigns, website, landing pages and social media. Alternatively, you can send an email invitation directly from your account to one or multiple clients at once.
- Edit - Takes you to the specific service configuration page where it can be edited.
Online Scheduling - Located at the bottom of the right side pane, it acknowledges you if online scheduling option is enabled for your clients or not. When this option is enabled, your clients will be able to see your service list on your Client Portal and could schedule a service with you and your team.
Set Up Online Scheduling - Directs you to the Calendar Settings page.
This tab will display each of your configured staff member. For each staff member you can:
- Schedule appointments between any client and the specific staff member
- Copy the scheduling link of a specific staff member, or send a client a scheduling invitation on behalf of the staff member.
- Edit the specific staff member's profile
Add Staff Member – Directs you to the staff settings page where you can create and manage your staff profiles and accounts.
Show all – Will select all your staff members listed and will display all of their calendars (If no staff members are set you will have an option to view only your calendar)
Ticking individual check boxes next to the relevant team member will display their calendar only. Click here to learn more about staff calendar management.
Show in one calendar- Checking this box will display all of your staff members' calendars in a single calendar view.
Leaving this box unchecked, will split your calendar view into individual calendars for each of your staff members as shown below: