Appointments - Book New Appointment

This article explains how to manually schedule appointments in your CRM, including adding new contacts and setting up client meetings.

Appointments - Find Appointments within a Contact

This article guides you on using the Contact Information Panel in your CRM to manage contact details, activities, tasks, notes, and appointments efficiently.

Appointments - In-App Appointment Modal Enhancements

This article discusses enhancements to the in-app appointment module, detailing the improved process of booking, viewing, and editing appointments for better usability.

Appointments - Overview

This article details how to manage and view appointments in your CRM, including how to update statuses, filter, and organize bookings.

Calendars Overview

This article provides a comprehensive guide on navigating and customizing your CRM calendar, including views, filters, and settings for Google or Outlook sync.

Service Calendar - Overview

This article details setting up a Service Calendar for businesses to manage appointments, integrate payments, and customize services.

Service Calendar - Rooms & Equipment

This article guides you through the process of creating and managing rooms and equipment in a service scheduling system, including naming, describing, and setting capacities.

Service Calendar - Service Menu

This article explains how to create and manage a Service Menu for businesses like salons and fitness studios, detailing setup steps and customization options.

Calendar Settings - Overview

This article guides you through managing calendar settings in your CRM, including creating groups and individual calendars, editing details, and sharing links for easy appointment booking.

Calendar Settings - Create A New Calendar

This article guides you through creating new calendars in your CRM, detailing how to select and customize different types of calendars for various booking needs.

Calendar Settings - Creating Team Calendars

This article outlines how to create team calendars in your CRM, including naming, describing, and setting up a URL slug for new calendar groups.

Calendar Settings - Add Payments to Appointments

This article guides you through setting up payment integration for appointments in your CRM using Stripe, including enabling payments and configuring payment details.

Calendar Settings - Zoom Integration

This article shows how to integrate your Zoom account with your CRM to streamline virtual meeting scheduling and enhance workflow productivity.

Calendar Settings - Enable/Disable Calendar

This article explains how to manage user access in your CRM calendars, including activating and deactivating calendars for customization and control.

Calendar Settings - Configure Appointment Notifications & Additional Options

This article explains how to set up notifications and additional options for your CRM calendar, enhancing customization for appointment scheduling and communication.

Calendar Settings - How To Edit/Update The Calendar Availability & Slot Settings

This article covers how to manage the availability settings in your CRM calendar, allowing you to control when customers can schedule appointments.

Calendar Settings - Calendar Connections

This article describes how to manage integrations in the Connections section of your CRM calendar, including syncing with Google or Outlook and linking Zoom or Stripe for enhanced functionality.

Calendar Settings - Unassigned Booking

This detailed guide explains how to set up an Unassigned Booking calendar in your CRM, including steps for calendar creation, availability settings, and configuring booking options like payments and notifications.

Calendar Preferences

This article outlines how to customize calendar preferences in your CRM, including setting meeting locations, choosing language and time format, and adjusting start days for the week.

Calendar Settings - Round Robin Appointment Distribution

This guide explains how to create a Round Robin Booking calendar in your CRM, detailing setup steps for appointment distribution, availability settings, and confirmation processes to ensure efficient team coordination and client scheduling.

Calendar Settings - Consent Checkbox for A2P Compliance

This article explains how to activate and customize the consent checkbox in your CRM calendar settings, allowing for tailored terms and conditions during information collection.

Calendar Settings - Recurring Appointments

This article provides a comprehensive guide on setting up recurring appointments in your calendar application, detailing each step from calendar setup to managing availability and integrating advanced options.

Calendar Settings - Calendar for Classes

This article explains how to set up a Class Booking calendar for organizing events like webinars and workshops.

Calendar Settings - iCloud Calendar Integration

This article describes setting up iCloud Calendar integration with CRM software for Class Booking and other calendar types.

Calendar Settings - Integrating Google Calendar

This article guides you through integrating your Google account with your CRM, including setting up calendar sync and managing conflicts.