Settings: Calendars
Calendar settings are designed to simplify users’ availability and assist with connections relating to Google Calendars, Google Ads, Outlook, Zoom, and Stripe. Many of these are settings that you may utilize for Group Calendars. When doing so, you will want to consider user availability and primary calendar connections! In some cases Unassigned Calendars are affected by these settings and the “week view” that shows in the calendar can be changed from here. This article will review the Settings interface and concepts to consider when using group calendars!
*Note: Group calendars are also known as round-robin calendars.
How to Create a Group
To utilize a group calendar you will need to create a group by selecting the create group button.
In the column for groups, you can find existing group names next to a folder icon. This will indicate that it is a group calendar.You can also view all existing groups in the ‘groups tab’
Provide the group name, description, template (select either the Classic or Neo templates for the Group view) and the group URL.
Group tab overview
You can rearrange the order of the calendars displayed in the calendar tab from the group tab by clicking on the menu dots and selecting “Rearrange Calendars”.
You can search the group settings tab with keywords.
Action Dropdown
- Edit Group
- Copy Group embed code that displays a page with the group name and description
- Copy the link that displays a page with the group name and description
- Copy the scheduling link for meetings
- Copy the scheduling link (legacy deprecated)
- Rearrange Calendars
- Deactivate calendars in the group from the menu dots for that group
- Delete Group
Calendar Tab Overview
You can search the calendar settings tab with keywords and apply filters
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Action Dropdown
- Edit specific calendar settings
- Duplicate the calendar selected
- Share the calendar selected
- Deactivate the calendar selected
- Move the group calendar to another group
- Delete Group
*Note: If you don’t see “Move to group,” then it’s an unassigned/event calendar.
How to Create a Group Calendar
Select the “Create Calendar” button, Select the “Round Robin Booking” type, and Select Group
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Go to advanced settings instead of the quick setup menu to add a group in the Meeting Details tab. To add a group after creating it use the main menu dots to expand the options for this calendar and move to the group or go to edit the calendar and select the group from the Meeting Details area.
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*Note: Please see the article Calendar Setup 101 for more information on calendar creation details.
Account Preference and User Preference
Account Preference
- View options are available for changing the day the week starts in the calendar view
- Booking widget language selection and time format can be changed here
- You can also change the day the week starts for the booking widget
User Preference
- Custom meeting locations are an option alongside integrations for Zoom, phone,full address and Google Meet links.
Connections Tab
This tab includes:
- Calendars
- Video Conferencing
- Google Organic Booking
- Local Services Ads
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Calendars:
Connected Calendars: You can easily connect your third-party calendar(s) to check availability, update appointments as they’re scheduled and avoid double bookings.
Video Conferencing: Automatically generate unique meeting links and share them whenever an appointment is scheduled.
Google Organic Booking
You can find and book services directly from your business’s Google My Business (GMB) listing without any involvement of third-party booking platforms or paid advertisements. Enabling Google Organic Booking may take 24 to 48 hours for the changes to appear on your GMB profile.
Local Service Ads:
With Local Services Ads, you can advertise your business on Google and receive leads directly from potential customers. These leads come in as phone calls and messages sent through your Local Services ad.
Before you start, please note that Reserve with Google is currently supported only in the United States. Ensure you have a Local Services Ads account set up. This integration is compatible only with the ‘Home Services’, ‘Legal’, and ‘Real Estate’ company niches (Local Service Providers). Additionally, verify that your Company Name and Address in Settings > Business Profile match precisely with the details in your LSA business account.
Availability:
User availability is an important feature with group calendars, IUL Insiders will check the group user’s availability before allowing an appointment to show on the booking widget.
You would also set your Timezone from this page for calendar use.
You can add additional timeframes for availability and from the Monday section, you could copy the timeframe to all days.
