Scheduling & Calendars (Bookings)
46 articles
Calendars
- How to Connect Your Google Calendar?Connecting your Google Calendar helps you sync your bookings from Google Calendar to the system and vice versa. This ensures correct availability, prevents double bookings, and facilitates seamless scheduling and booking management. TABLE OF CONTENTS - Prerequisites - How to Connect a Google Calend
- How to Connect Your Outlook Calendar?Overview Connecting your Outlook Calendar helps you sync your bookings from Outlook Calendar to the system and vice versa. This ensures correct availability, prevents double bookings, and facilitates seamless scheduling and booking management. Prerequisites You need access to your Outlook account
- How to Connect Your iCloud Calendar?TABLE OF CONTENTS - Overview - Prerequisites - Getting Started - Step 1: Obtain your unique app-specific password from Apple - Step 2: How to Connect iCloud Calendar? - Step 3: Calendar Configuration - What is Calendar Configuration? - Limitations with iCloud Integration Overview Connecting your iC
- How to Connect Your Calendly Account?Connecting Calendly allows your scheduled events to automatically appear as appointments in your calendar system. Once connected, new bookings sync in real time, helping you keep schedules accurate, reduce manual work, and ensure guest information is captured consistently. This integration is desig
- How to Connect Google Meet?This article explains how Google Meet works with calendar appointments to automatically generate secure video meeting links. Once enabled, every scheduled appointment includes a unique Google Meet link, making virtual meetings easy to host and join without manual setup. TABLE OF CONTENTS - What Is G
- How to Connect Zoom?Connecting a supported video conferencing account allows meetings to be created automatically whenever an appointment is booked. Once enabled, every new booking includes a unique video meeting link without requiring any manual setup. This helps reduce back-and-forth communication, saves time, and en
- Booking Redirect with Google (Google Organic Booking)TABLE OF CONTENTS - What is Booking Redirect? - Who is this applicable for? - What do you need? - Uploading Feeds- Step 1: Primary Action Feed (Book Online Button) - Step 2: Individual Service Booking - Tips for Success - How to Disable Integration? - Supported Countries What is Booking Redirect?
- How to Connect Microsoft Teams?Connecting Microsoft Teams allows meetings to automatically include a secure video link without any manual setup. Once connected, selecting Microsoft Teams as a meeting location ensures that every new booking generates a unique meeting link, which is added to the calendar event and shared with all p
- Setting Up Reserve with Google (LSA) Integration (NEW)Organic Booking allows customers to schedule services directly from your public business listing without needing to visit an external website first. When enabled, available services and booking options appear directly in search results, making it easier for customers to discover your offerings and b
- How to Set Up Recurring AppointmentsRecurring appointments are appointments or meetings that occur at regular intervals, such as every day, every week, or every month. Recurring appointments can be used in calendars to help save time and effort when scheduling regular meetings or appointments. Instead of creating a new appointment for
- How to set up a Calendar for Classes?Class Calendars are designed to manage one-to-many events where multiple invitees can attend a single booking. These calendars are ideal for webinars, workshops, training sessions, and sports events. In a Class Calendar, there can only be one appointment owner, typically the trainer or host. The num
- How to Add/Change/Remove Calendar Widget Logo?The Calendar widget logo can be updated to represent your client's company branding. It allows more personalization and customization to be done to the Calendar Booking widget. Covered in this Article: Why use a Calendar logo, and who is this useful for? How to Add a logo to your Calendar Booking w
- How to configure Staff Member selection in Round Robin Calendars?Our booking widget includes a popular feature: Staff Member Selection. This function lets your clients select their preferred staff member when making appointments, offering a personalized touch to their booking experience. Covered in this Article What is the Staff Member Selection feature in Round
- LSA - Reserve with Google IntegrationThis article explains how to connect Reserve with Google to enable appointment bookings directly from Local Services Ads. Once connected, customers can book services from Google Search and Maps, and those appointments automatically appear in your calendar—helping you increase visibility, reduce book
- iCloud Integration with ResQEngageIn this Article - Overview - Data Flow: ResQEngage to iCloud - Data Flow: iCloud to ResQEngage Related Article - How to connect iCloud with ResQEngage? Overview Before diving into the details of iCloud integration, it's essential to note a few key points: - The iCloud Calendar integration is speci
- Booking Redirect with GoogleIn This Article - What is Booking Redirect? - Who is this applicable for? - What do you need? - Uploading Feeds - Tips for Success - How to Disable Integration? What is Booking Redirect? Google Booking Redirect a.k.a Google Organic Booking refers to the process of customers finding and booking servi
- Service CalendarA Service Calendar is built specifically for businesses that offer structured, in-person services and want to make booking intuitive for customers. It allows individual services to be created, categorized, and presented through a unified booking experience known as a service menu. Service Calendars
- Service MenuIn This Article - What is a Service Menu? - What can you do with the Service Menu? - Who Can Use It? - Getting Started: Prerequisites - How to create Service Menu? - Adding Custom Code to the Service Menu - How to Disable Service Menu? What is a Service Menu? The Service Menu is a centralized page
- Rooms and EquipmentsIn this Article - What are Rooms? - What are Equipments? - How to use Rooms & Equipments? What are Rooms? A 'room' can represent any location where services are provided. In simple terms, a room is a specific place in your business where you conduct services. For Example: This could be Massage Rooms
- How to create Rooms?In this Article - How to create a Room? - Additional Information - How to create a Room? 1. Access Calendar Settings and Enable Rooms: - Go to your account and navigate to Calendars > Calendar Settings. - Under Preferences > In App Preferences, toggle on Rooms and Equipments. 2. Create a Room: -
- How to create Equipments?In this Article - How to create Equipments? - Additional Information How to create Equipments? 1. Access Calendar Settings and Enable Equipments: - Go to your account and navigate to Calendars > Calendar Settings. - Under Preferences > In App Preferences, toggle on Rooms and Equipments. 2. Create
- In App Calendar viewWe're dedicated to making your appointment management effortless and efficient. Our newly upgraded calendar view brings a host of features designed to simplify your scheduling process. Here's what you can expect: In this article - Quick Day View - Quick Month View - Multi-User Selection - Multi-Cal
- Calendar Widget CustomizationIn this Article - What is Calendar Widget Customization? - How to Customize your Widget? - Frequently Asked Questions (FAQs) - Pro Tip Calendar Widget - 'Continue' Button Update Quick heads up – we've jazzed things up a bit and moved the Continue button in the calendar widget to a new spot. If you h
- One Time LinkIn This Article - What is a One Time Link? - Why are One Time Links important? - How to Share a One Time Link? - What Happens After Booking? Related Article Workflow Action for Generating One Time Link What is a One Time Link? A One Time Link is a unique scheduling link to your calendar, designed
- Calendar Availability - Weekly Working Hours & Date-Specific HoursIn This Article - Overview - Weekly Working Hours (formerly Standard Availability) - Date-Specific Hours (formerly Custom Availability) - Important Points to Note Overview Previously, we had two distinct availability configurations: Standard Availability and Custom Availability. With recent updates
- View Calendar & Appointments in User TimezoneIn This Article - How it Works? - Setting Your Timezone - Ensuring Accurate Availability- If Your User Timezone is Set to Your Actual Location - If Your User Timezone is Set to a Different Location (for Viewing Appointments) - FAQ How it Works? Now, you can effortlessly view your calendar, appointm
- Workflow Action for Generating One Time LinkIn This Article - Understanding One-Time Links - Key Benefits of Integrating One-Time Links into Your Workflow - How to Generate Dynamic One-Time Links Related Article One Time Link Understanding One-Time Links A one-time link is a unique scheduling link that automatically expires upon booking. W
- Google Organic BookingIn This Article - What is Booking Redirect? - Who is this applicable for? - What do you need? - Uploading Feeds - Tips for Success - How to Disable Integration? What is Booking Redirect? Google Booking Redirect a.k.a Google Organic Booking refers to the process of customers finding and booking servi
- Pre and Post buffersPre and post buffers give you extra time before or after appointments for preparation, travel, follow-up, or other transition activities. The system automatically uses configured buffer times when calculating appointment availability. You can also display those buffers directly in Day and Week Calen
- Partial Payment: Collect Deposit AmountIn This Article - What is Partial Payment? - Impact of Partial Payment on Transactions & Invoices - How to Use Partial Payment? - How to collect the remaining balance? - Key Benefits - FAQs What is Partial Payment? Partial payment offers bookers the opportunity to secure bookings by paying a deposi
- Disable Google Organic BookingHow to Disable Integration? Users have the option to disable Google Organic Booking with a simple toggle in Calendar Settings. By disabling the integration, the system refrains from uploading any feed to Google. Consequently, the end customers won't find the option to discover and book services dire
- 'Look Busy' in Calendar SettingsTABLE OF CONTENTS - Overview - How It Works? - How to Enable "Look Busy"? - Supported Calendar Types - Important Notes Overview The "Look Busy" feature is designed to help you appear more in demand on your booking widget by hiding a percentage of your available slots. This creates a sense of urgenc
- Cancellation & Reschedule Policy (Booking Widget)TABLE OF CONTENTS - Overview - How to use? - How do bookers receive the cancellation & reschedule link? Overview The Cancellation & Reschedule Policy setting allows you to define the time frame during which bookers can access the cancellation or reschedule link on the booking widget. This feature h
- Multiple Meeting Location Selector in CalendarMultiple meeting locations allow you to offer bookers a choice of how and where a meeting will take place. When this option is enabled, people booking an appointment can select their preferred location directly from the booking screen. This helps reduce back-and-forth, improves clarity, and ensures
- Calendar Widget ReorderTABLE OF CONTENTS - Overview - Configuring the Widget Order - How Does This Work? - How Do Payments Work? - Calendar Widget Order (Possible Scenarios) - FAQs Overview The Calendar Widget Reorder feature allows users to customize the order of steps in the calendar widget: the Date & Time Selector, t
- Team Member Assignment (Round Robin Calendar)TABLE OF CONTENTS - Overview - Reschedule Preference - How It Works: - New Appointment Preference: Always Book with the Contact's Assigned User- Prerequisites: - How It Works: - Points to Note Before Using This Feature: Overview You can now configure which team member should be assigned to an app
- Calendly - How to Integrate Calendly?TABLE OF CONTENTS - Overview - Prerequisites - Getting Started: How to Connect Calendly? - How does the Calendly Integration Work? - How to Edit Your Selections? - Deletion of Calendly Events if Calendar is Deselected or Account is Disconnected - Limitations of Calendly Integration Overview Effortl
- Troubleshooting Tool for CalendarTABLE OF CONTENTS - Overview - How to Use the Troubleshooting Tool? - List of Codes & Descriptions - Important Notes Overview The Troubleshooting Tool is designed to help users identify why specific calendar slots are unavailable in the booking widget. By providing detailed insights into slot avai
- Recurring AppointmentsTABLE OF CONTENTS - Overview - How to Set Up Recurring Appointments in a Calendar - Recurrence Settings - Handling Unavailable Slots: - Creating Recurring Appointments via the In-App Appointment Modal- Note: Custom Recurring and Bulk Edit / Delete enhancements to the Recurring Appointments feature a
- Calendar: Email & In-App Appointment NotificationsTABLE OF CONTENTS - Available Notification Options - How to Set Up Appointment Notifications - Email Appointment Notifications - In-App Appointment Notifications - Important Notes We’ve introduced customizable email notifications for your Calendars! You can now send tailored emails when appointment
- Collect Payments with Recurring Appointments (Booking Widget)TABLE OF CONTENTS - Payment Options for Recurring Appointment - How to Set This Up Recurring appointments are appointments that repeat according to a set schedule, such as daily, weekly, or monthly. Payment Options for Recurring Appointment You can accept payments for recurring appointments on the
- Microsoft Teams Integration For CalendarsConnecting Microsoft Teams allows video meeting links to be generated automatically for scheduled appointments. When Microsoft Teams is selected as the meeting location, a unique Teams link is created for each booking and shared with all participants through the calendar invite. This removes manual
- Calendar: Add Notes Per AppointmentTABLE OF CONTENTS - Overview - How to Add Notes to an Appointment - Editing or Deleting Notes - Types of Notes in the Notes Section Overview You can now add and track notes for individual appointments. All notes related to an appointment are visible in the Appointment Modal, where you can see notes
- View Custom Form Submissions (Appointment Side Drawer)TABLE OF CONTENTS - Overview - What’s New? - How to Use - Important Notes - Use Cases Overview The View Form Submissions feature allows users to see responses from custom booking forms directly within the Appointment Modal. This eliminates the need to navigate to the Forms module or Contacts to revi
- Customize Appointment Timezone Display Across Your AccountEasily control how appointment times appear across your account by selecting your preferred timezone. This setting is user-specific and changes only how you view appointments—it does not affect scheduling, availability, or booking behavior. TABLE OF CONTENTS - Introduction - What is Appointment Vie