Not Assigned Booking: Setting Up an Individual Calendar

Creating a Standalone Calendar

For instances where you need a calendar not linked to any group, the Unassigned Booking is the best option. This allows you to create a solitary calendar, making it easier to manage independent schedules. Click the "Select" button to proceed to the next step.

Calendar Configuration

After choosing your calendar type, you'll be directed through a three-step setup process:

1. Team & Event Setup

2. Availability

3. Confirmation

Team & Event Setup

Naming Your Calendar Enter a name for your calendar. This name will be visible to your leads and clients, giving them an idea of the purpose of the appointment.

Description Provide a detailed description of the calendar's purpose or the event. This information will be visible to anyone scheduling an appointment.

Appointment Title This title will appear in your calendar and in the confirmation emails when appointments are scheduled.

Meeting Location You can either manually enter the location or leave it blank to use a default location from your settings.

Event Color Selecting a color helps organize your events. This color will sync with Google Calendar. Click to select or change the event color. 

Linking Your Calendar

Here, you can link the calendar with external services like Google Calendar or Microsoft Outlook. Ensure your calendar provider is connected under the Integrations section in Settings. 

Calendar Sync Options

How your calendar syncs with your CRM is critical:

• One-way Sync: Appointments from your CRM sync to your calendar, but external events appear in gray.

• Two-way Sync: Full interaction between calendars, with events syncing both ways and triggers activated in your CRM.

• Smart Sync: Sync events based on the contact's presence in your CRM, applying color coding and triggering events selectively.

• Disable Trigger: Contacts sync without activating any CRM triggers. 

Availability Settings

Next, configure the availability for this calendar.

Appointment Slot Configuration

These settings allow you to control the duration, intervals, and number of appointments.

• Slot Duration: Choose the length of each appointment. This is visible during booking.

• Slot Interval: Set the intervals between available slots (e.g., every 30 minutes).

• Buffer Between Appointments: Add a buffer time between appointments to prevent back-to-back scheduling.

• Appointments Per Slot: Set a maximum number of appointments per time slot. 

Scheduling Notice

• Minimum Scheduling Notice: Set the minimum time required before someone can book an appointment.

• Date Range: Restrict the calendar to show available slots within a specific date range (e.g., next 6 hours, 6 days, etc.). 

Office Hours

This section controls the weekly availability displayed on your calendar.

• Standard: Turn on or off the days you are available for scheduling. 

Recurring Appointments

Enable this option to allow clients to book recurring appointments. Set the frequency (daily, weekly, etc.) and configure actions for unavailable slots. 

Custom Appointments

Use the Custom option for specific dates and times, ideal for events like webinars.

• Add Date: Select specific dates.

• Add Time: Set specific times for each selected date.

Note: Choosing the Custom option overrides other scheduling notices and recurring settings.

Confirmation

Form Settings

Every calendar comes with a default form to capture essential information like name, email, and phone number.

• Custom Forms: Use a custom form from your CRM.

• Sticky Contact: Enable this to prevent returning clients from re-entering information.

• Payment Collection: Enable payment collection during scheduling by integrating with Stripe. 

Notifications & Additional Options

This section allows you to manage notifications and post-booking options.

• Notification Type: Choose who gets notified and how.

• Auto-Confirm Appointments: Automatically confirm appointments and trigger related automations.

• Allow Rescheduling/Cancellations: Provide clients with the ability to reschedule or cancel appointments via links in confirmation emails.