Powered by CRM Help Centre

Category

Scheduling & Calendars (Bookings)

49 published articles

Browse folders

All articles

49

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…

›

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…

›

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 CONTENTSPrerequisitesHow…

›

How to Connect Your iCloud Calendar?

This guide explains how to connect an iCloud calendar to keep your appointments synchronized and availability accurate. Once connected, events from your iCloud calendar are reflected automatically, helping prevent double bookings and ensuring a…

›

How to Connect Your Outlook Calendar?

Connecting an Outlook calendar allows appointments and availability to stay aligned automatically. Once connected, bookings remain consistent across calendars, reducing scheduling conflicts and ensuring availability reflects real-time changes. This setup is designed to keep…

›

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…

›

How to create Equipments?

In this ArticleHow to create Equipments?Additional InformationHow 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…

›

How to create Rooms?

In this ArticleHow to create a Room?Additional InformationHow 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…

›

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…

›

How to Set Up Recurring Appointments

Recurring 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…

›

iCloud Integration with Lead Connector

In this ArticleOverviewData Flow: Lead Connector to iCloudData Flow: iCloud to Lead ConnectorRelated ArticleHow to connect iCloud with Lead Connector?OverviewBefore diving into the details of iCloud integration, it's essential to note a few key…

›

In App Calendar view

We'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 articleQuick Day…

›

LSA – Reserve with Google Integration

This 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…

›

Microsoft Teams Integration For Calendars

Connecting 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…

›

Multiple Meeting Location Selector in Calendar

Multiple 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…

›

One Time Link

In This ArticleWhat is a One Time Link?Why are One Time Links important?How to Share a One Time Link?What Happens After Booking?Related ArticleWorkflow Action for Generating One Time LinkWhat is a One Time Link?A…

›

Partial Payment: Collect Deposit Amount

In This ArticleWhat is Partial Payment?Impact of Partial Payment on Transactions & InvoicesHow to Use Partial Payment?How to collect the remaining balance?Key BenefitsFAQsWhat is Partial Payment?Partial payment offers bookers the opportunity to secure bookings…

›

Pre and Post buffers

Pre 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…

›

Recurring Appointments

TABLE OF CONTENTSOverviewHow to Set Up Recurring Appointments in a CalendarRecurrence SettingsHandling Unavailable Slots:Creating Recurring Appointments via the In-App Appointment ModalNote: Custom Recurring and Bulk Edit / Delete enhancements to the Recurring Appointments feature…

›

Rentals – Global Settings

The Global Settings page in Rentals allows you to control how your rental business operates at a global level. It standardizes key configurations—such as scheduling, notifications, branding, and payments—so that all listings and bookings…

›