Establishing a Calendar Group

Introduction: The initial task is to create a group within your CRM system to efficiently organize users by their specific roles or functions.

Step-by-Step Guide:

1. Access the Calendar Settings:

   • Go to Settings > Calendars in your CRM interface.

   • Click on the + Create Group button. 

2. Configure the Group Details:

   • Enter the group name.

   • Add a description.

   • Choose a suitable template.

   • Assign a slug, which serves as a unique identifier.

   • Click Save to finalize the group setup.

Next Steps: Adding Calendars to the Group

Once your group is set up, the next step is to link calendars to it. This organization allows for simplified access and management, especially useful when multiple calendars need to be available for booking through dedicated scheduling pages for each user.

Adding Calendars to a Group:

1. Edit Calendar Settings:

   • In the calendar list, choose Edit from the action dropdown next to the calendar you want to adjust.

   • This will open the Meeting Details page automatically. 

2. Assign the Calendar to a Group:

   • Scroll to the Group dropdown.

   • Select the desired group from the list.

   • Save your changes after configuring the other settings as needed.

3. Alternatively, you can use the Move to Group option from the action dropdown to assign the calendar to a group and confirm your selection.

Additional Help: For more detailed guidance on calendar configuration and settings, please refer to our other tutorials.

Troubleshooting and FAQs

Common Issues:

• Calendars Missing from Group Page: Ensure each calendar is correctly assigned to the group and that you’ve saved the settings.

• Group Scheduling Link 404 Error: Verify that the calendar group is active and not set to draft.

Frequently Asked Questions:

• Q: Is it possible to deactivate all calendars within a group at once?

  • A: Yes, select the Deactivate all calendars in group option from the group action dropdown, then save.

• Q: Can a calendar be placed in multiple groups?

  • A: No, each calendar can only belong to one group at a time.