How to Create a Personal Booking Calendar
Creating a Personal Booking Calendar in FGFunnels
Key Steps
- Access Calendar Settings
Navigate to the left-hand menu and select "Calendars" to access the calendar settings.
- Create a New Calendar
- Click on the "Create Calendar" button.
Choose the calendar type: Personal Booking Calendar
- Set Up Calendar Details
- Enter a calendar name and description (e.g., "30-Minute Consultation Call").
- Select the team member assigned to this calendar (only one for personal booking).
Create a custom URL for the calendar (note that it may already be taken so you may need to be creative with this).
- Define Meeting Duration
Set the meeting duration (default is 30 minutes, but can be adjusted).
- Set Availability
- Specify the availability hours (e.g., 8 AM to 5 PM, Monday to Friday).
- Adjust availability for specific days as needed (e.g., different hours on Wednesdays).
Use the advanced settings for more customization if necessary.
- Configure Additional Settings
- Set up meeting location (e.g., Zoom link).
- Choose event color and logo for branding.
Configure notifications for appointment confirmations and reminders.
- Set Up Forms and Payments
- Select the default form for customer information collection or create a new one.
If applicable, enable payment options for appointments.
- Final Review and Save
- Review all settings for accuracy.
Click "Save" to finalize the calendar setup.
- Share the Calendar
- Use the "Share" option to copy the link for the calendar.
- Test the link to ensure it directs correctly to the booking page.
Cautionary Notes
- Always double-check time zone settings to avoid scheduling conflicts.
- Ensure that the calendar name and URL are unique to prevent confusion.
- Be cautious when setting availability to avoid unintentional open slots.
Tips for Efficiency
- Use pre-existing templates for forms and notifications to save time.
- Regularly review and update calendar settings as needed based on team feedback or changes in availability.