The Unassigned Booking allows you to create a single calendar without building it under a group calendar. If you would like to create a single calendar it's best you choose this. "Select" button to move to the next step.

Once you select a Calendar group, you will be directed to the Calendar Setup which consists of three (3) steps;

1.Calendar Name

Give your calendar a name. The name will show leads and customers the reason they are scheduling an appointment.

2.Description

You can go into more detail about the topic and subject of your calendar by adding a description here. This description will be visible to anyone looking to schedule an appointment.

3.Appointment Title

When your leads/customers schedule an appointment, this title will get added to your calendar as well as the confirmation email.

4.Meeting Location You can manually add your meeting location here, or simply use the pre-configured meeting location from your settings by leaving the space blank.

5.Event Color This option is used to choose the colour for this calendar's events, it helps organise your meetings and events. The colour is also synced to google calendar. Click on the colour to select and unselect.

Here you can select which calendar to sync all booked appointments in. You will need to first sync either your Google calendar or Microsoft Outlook calendar to your CRM before this option is available. If you don't see your calendar provider here be sure to go to Integrations under Settings and connect your provider. For example Google, Clio, etc.

How your calendar sync is very important. If you choose one-way sync, your appointments will ONLY go from your CRM to your calendar. If you choose 2-way sync, ANY changes or events booked on your calendar will trigger automation inside your CRM.

One way:

All events from Google calendar will be shown as grey. It will not add whoever is invited to the Google event to your CRM. But will still sync the Appointments from HL to the Google calendar and block the time slot pulled from Google.

Two way:

All events from google calendar will be coloured and will talk to each other. Your CRM will find who is invited to the Google event, create a contact record for them, and fire off any triggers associated with the calendar.

Smart:

When an event is created in Google calendar but the contacts associated with the event were not found to already exist in your CRM as contacts, your CRM will not add them as contacts but will block the time off in your CRM calendar (event colour will be grey).

Alternatively, when an event is created in Google calendar and the contacts associated with the event were found as existing contacts in your CRM, your CRM will colour code the event and fire off any triggers associated with the calendar.

Disable Trigger:

All Google Calendar event contacts will be pulled into your CRM as new contacts, but no triggers associated with your CRM calendar will fire.

Next step, we need to establish the availability settings for this particular calendar.

Here you will see the availability slot and interval settings. These give you control over the time, length, and quantity of appointments scheduled.

You can choose to book multiple appointments per time slot as well. This works well in class or group situations where you would like more than one person in different meetings at the same time.

This is one of the most important settings in this section, as it controls the availability time frames shown on your calendar on a weekly basis.

1. Standard

2. Custom

When you click on the Custom button, it allows you to create specific dates and times for your appointments, particularly when you are booking appointments for a Webinar or Seminar series.

Note: Choosing the "Custom" option here would cause “Scheduling Notice” to be ineffective alongside the recurring appointments.

Every calendar has a basic form attached to it by default. This captures the name, email, and phone number, and gives space for a custom message.

1. Use Sticky Contact Turning on Sticky Contact will make sure that whoever is scheduling the appointment DOES NOT need to re-enter their contact information if they have already done so once before. This keeps the signup process smooth and straightforward.

2. Collect Payments With Stripe If you are looking to collect payment at the time of scheduling appointments, you can do so here by clicking this checkbox and adding some pricing information.

This entire next section handles what happens after the appointment is booked in this calendar.

1.Contact When you toggle this on it sends a notification to any contact that booked an appointment.

2.Emails When you toggle this on it allows you to enter a single or list of email addresses to receive email alerts when a new appointment request is received. For multiple addresses, please use a comma sign to separate each mail address.
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3.Auto-Confirm Appointments If you'd like your CRM to auto-confirm all appointments booked using this calendar, you can turn that on here. This will mark the appointment as "confirmed" and you can fire marketing automation using that confirmed status.
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4.Allow Auto-Confirmation or Attendee Updates You can allow Google to send an invite email to all parties by checking this box. Google's calendar invites are very professional and have a lot of detail. This email will also ask the user to re-confirm they are attending by selecting either yes, no, or maybe in the email.
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5.Allow Rescheduling If you want to give the option to reschedule, tick this box. It will send a rescheduling link along with the confirmation email. This can also be done manually in your CRM.
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6.Allow Cancellations If you want to give the option to cancel the appointment, tick this box. It will send a cancellation link along with the confirmation email. This can also be done manually in your CRM.
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If you'd like to add additional notes to the appointment details, you can add them here. This is great for adding context to the appointment, requesting additional information to be brought to the appointment, or any other information that may need to be added after the appointment is booked.

To track new appointment bookings with your Facebook Ads Manager, you can add your Facebook Pixel here.

If you have software developers on staff, or if you know how to write custom code, you can add it here. This is way beyond the scope of this guided tour.

Here you can choose what happens when your calendar form is complete. You can either choose to show the person a custom thank you a message or you can redirect the person to a webpage of your choice.