🛠️ 1. Initial Setup Steps
This is the first stage where you define the calendar's purpose and host(s).
Creating the Calendar
- Navigate to the Calendar Setup section.
- Click the + Create New Calendar button.
- Select Calendar Type: Choose the type that best fits your need (e.g., Individual, Round Robin, Classroom). *Refer to the Calendar Types for more information.*
- Define a clear Calendar Name and assign the appropriate Host(s) (staff members) to the calendar.
- Complete the required availability and time slot settings before saving.
🔄 3. Create a New Round Robin Calendar
Round Robin calendars allow you to distribute appointments automatically among multiple team members, ensuring fair workload distribution and maximum availability.
📂 4. Create a New Calendar Group
Calendar groups help organize multiple calendars, making it easier for clients to find the right appointment type or staff member.
📅 5. Create a Personal Booking Calendar
Setting up a personal booking calendar allows clients to book appointments directly with you based on your specific availability.
Created/Updated Date 11/05/25 User Gemini