Calendar groups offer a consolidated view where users can select from multiple calendars. This feature is useful for scenarios where clients need to choose from different scheduling options. Calendar settings are designed to streamline user availability management and facilitate integrations with tools like Google Calendars, Outlook, Zoom, and Stripe. These settings are particularly useful for Grouping Calendars, where user availability and primary calendar connections play a crucial role.
Additionally, some settings may impact Event Calendars, and the calendar’s “week view” can also be adjusted here. This article will guide you through the Calendar Settings interface and key considerations on how to effectively add calendars to groups.
How to Group a Calendar
To utilize calendar groups, 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 grouped 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.
Once your calendar group is set up, you can easily embed it on various platforms like WordPress, Wix, or Squarespace. Obtain the embed code or direct link for the calendar group from the group settings tab by copying it for the individual calendar or group of calendars and paste it into the HTML section of your website. If you encounter display issues, such as incorrect height, adjust the iframe code by adding a height parameter (e.g., height: 750px)."
Managing Calendar Groups
This allows users to organize and control multiple calendars by grouping them. You can easily deactivate or reactivate an entire group for efficient management.
How to Use:
1- Deactivate a Group: Click the three dots next to the group, select Deactivate all calendars in group, and click Save.
2- Reactivate a Group: Click the three dots, select Activate all calendars in group, and click Save.
Important Notes:
Deactivating a group disables all calendars within it.
Reactivating restores all calendars within the group.
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.
Quick Actions
Click the Pencil icon to edit the Group
Click the arrow button to share the group scheduling link or embed code
From the three dots:
Rearrange Calendars
Deactivate calendars in the group from the menu dots for that group
Delete Group
Calendar Group Deletion
Users can choose to either retain all calendars and their appointments while deleting only the group or delete the group along with all associated calendars and appointments. This offers greater flexibility in managing calendar data.
How to Use:
1- Click on the three dots next to the calendar group you wish to delete.
2- Select Delete.
3- In the pop-up, check the box if you want to delete the calendars as well. Leave it unchecked to retain the calendars and their appointments.
4- Click Confirm.
Adding and Managing Groups via Meeting Details:
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.
*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.
Automating Calendar Processes with Workflows
Automation can greatly enhance the efficiency of calendar-related processes, such as sending reminders, confirmations, or follow-ups. Set up workflows to automate reminders for booked appointments and manage no-shows by triggering specific actions based on appointment status. This approach helps streamline all calendar interactions and reduces manual workload
FAQs
What are calendar groups and how do they work?
Calendar groups allow users to consolidate multiple calendars into one view, making it easier for clients to choose from different scheduling options. Users can create, organize, and manage these groups, which can include calendars from tools like Google Calendars, Outlook, Zoom, and Stripe.
How do I create a calendar group?
To create a group, click the "Create Group" button, provide a group name, description, and URL, then select a template. Once set up, you can embed the group on platforms like WordPress, Wix, or Squarespace using the provided embed code.
How do I manage or rearrange calendars within a group?
You can rearrange the order of calendars in the group by clicking on the menu dots and selecting “Rearrange Calendars.” You can also search for groups and edit settings using the group’s tab.
Can I delete a calendar group without removing the associated calendars and appointments?
Yes, when deleting a group, you can choose whether to delete the group only or delete the group along with all associated calendars and their appointments by checking or unchecking the relevant box in the pop-up.
How can I integrate my calendar with Zoom or Google Meet?
You can add custom meeting locations, including integrations for Zoom, Google Meet, or phone links, under User Preferences. This ensures that all scheduled meetings are equipped with the correct meeting links.
Can I automate processes like reminders or confirmations for calendar appointments?
Yes, you can set up workflows to automate processes such as sending reminders, confirmations, and follow-up messages based on the status of booked appointments, helping to streamline the calendar management process.