Using the Calendar

Step by step

See it, book it, check it

Follow along on your own phone.

1

Open Calendars

Tap Calendars in the bottom bar, or open it from your pinned apps. Pick month, week, or list view.

2

Choose your calendars

Tap the middle bar to pick users, calendars, or calendar groups. Tap Done, and refresh if you do not see anything. Each user gets a color.

3

Schedule an appointment

Tap the plus, then Schedule Appointment. Choose the contact, calendar, time zone, date and time, and a title. Set the status to Confirmed or Unconfirmed, then tap Save.

4

Block off time

Use the plus to block time so no one on your team books you.

5

Open an appointment

Tap it to see the details, attendees, forms, notes, and activity logs. The three dots let you edit, generate a reschedule link, or delete.

Share and shortcuts

Send a link instead of back-and-forth

Click a tab to see your options.

Top right of the calendar

Tap the share icon, choose the calendar, and the link copies so you can paste it into an email.

Make sure you pick the right calendar

Follows your slug

If you change the slug, the scheduling link updates with it.

Never edit it

Use this one in funnels and websites. It always connects to the calendar.

For a single use

Share a one-time link when you want a booking to be used once.

A second way to book

Open the contact, tap the calendar, then tap Schedule New Appointment. It works the same way.

Key terms

Definitions

Tap any term to expand it.

A link to a calendar that updates if you change the slug.

A link to a calendar that you never have to edit. Best for funnels and websites.

Confirmed means it is set. Unconfirmed means you still need to check.

A set of calendars you can view together.

Help me do it

Things To Do

Finish these before moving to the next lesson. They only take a few minutes.

0 of 3 done

Tap Calendars, choose your calendars, and tap Done.

Schedule a test appointment and mark it Unconfirmed, then edit or delete it.

Tap the share icon and copy a calendar link.

⚡ Tips

If an appointment is missing, check that the right calendar is selected and tap refresh.
Select every calendar you manage, such as haircut and color, so you see the whole picture.
Check an appointment the night before or ten minutes before you leave.
Use Unconfirmed when you still need to check your own calendar.

Check yourself

Quick Knowledge Check

Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.

0 of 4 answered

Which link never needs editing and works well in funnels and websites?

Which status do you use when you still need to check your calendar?

If you do not see an appointment, make sure the right ____ is selected.

Tap the ____ icon at the top right to copy a calendar link.

Help me apply it

Try This With Your Favorite AI

Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.

🗓️ Plan my calendar view

You are a calendar setup helper helping me choose which calendars to view together on my phone. My context: - [who is on my team] - [which calendars I check before booking] - [how crowded my week is] Give me: - Which users or calendars to add to my daily view - A check I run before I promise a time - A cleanup rule for when the screen gets crowded Remind me this only changes my view. Finish by asking me: "Which calendar would you add first?"

🔎 Make a pre-appointment check

You are a preparation coach helping me review an appointment on my phone before I go. My context: - [the kinds of appointments I have] - [what I like to know beforehand] - [how much time I have before I leave] Give me: - A five-item checklist to scan on the appointment - The best time to check it - One question to ask the customer if something is unclear Keep the checklist under 40 words. Finish by asking me: "What detail do you wish you had known before your last appointment?"