How to Set Up a New Calendar

Ready to organize your appointments, classes, or daily tasks with a new calendar? You can easily create and manage various calendars tailored to your specific needs through the calendar section of your CRM. These tools help you schedule bookings for meetings, events, and more with just a few clicks!

Steps to Create a New Calendar

1. Locate the Calendar Setup Option: At the top right of the calendars page, you'll find the "Create Calendar" button. Click on it to open a menu displaying different calendar options.

2. Choose the Calendar Type: Carefully review each option in the drop-down menu to select the calendar type that fits your requirements—whether it's for professional use, educational purposes, or personal scheduling. Once you’ve made your choice, you can further personalize the calendar to suit your specific needs.

Types of Calendars Available

You can select from four distinct calendar types:

• Round Robin Booking

• Unassigned Booking

• Class Booking

• Collective Booking (Coming Soon)

With these steps, you’re ready to set up and customize a calendar that meets your scheduling needs perfectly!