How to Create a Personal Booking Calendar

Creating a Personal Booking Calendar in HeyClients

Key Steps

1. Access Calendar Settings
   • Navigate to the left-hand menu and select "Calendars" to access the calendar settings.

1. Create a New Calendar
   • Click on the "Create Calendar" button.
   • Choose the calendar type: Personal Booking Calendar

1. 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).

1. Define Meeting Duration
   • Set the meeting duration (default is 30 minutes, but can be adjusted).

1. 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.

1. 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.

1. 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.

1. Final Review and Save
   • Review all settings for accuracy.
   • Click "Save" to finalize the calendar setup.

1. 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.