How do I create a group Calendar?
In this video, I will show you how to create a group calendar that allows multiple people to handle appointments. I will guide you through the process of setting up a demo appointment group, optimizing appointment distribution, and defining availability windows. I will also explain how to assign appointments to specific team members and ensure smooth communication. No action is required from you, but watching this video will give you a better understanding of how our group calendar works.
The objective of this video is to show you how to create a group calendar that allows multiple team members to rotate through appointments based on availability.
Introduction to Group Calendar
Allows multiple users to rotate through appointments based on availability.
Example: Three users handling appointments in a round-robin fashion.
Setting Up the Group Calendar
Access calendar settings.
Create a group (e.g., demo appointment group).
Move users into the group.
Configuring Appointment Distribution
Edit group details.
Set appointment distribution:
Optimize for availability or equal distribution.
Assign priority levels (high, medium, low) for each user.
Setting Availability Window
Define the start and end times for appointments.
Ensure the window covers all users' availability.
Set intervals, duration, and maximum bookings per time slot.
Important Considerations
Notify system of calendar changes for bot updates.
Assign contacts to respective team members for appointments.
Ensure user availability is updated in staff settings.
Finalizing and Saving
Save settings and ensure all changes are reflected.
Check and adjust user availability as needed.
Conclusion
Group calendar setup enhances appointment management efficiency.
Regularly update and monitor calendar settings for smooth operations.
🚨Important for any calendar changes please contact support so that they can connect the bot to the calendar. Currently the bot is connected to the default calendar "appointments".The bot will not book to another calendar until support connects it.🚨
How can I connect my Offerbolt calendar to my Gmail calendar?
Follow these steps to connect your Offerbolt calendar to Gmail
Access Settings Page
Go to the Settings page in Gmail.
Click on Integrations.
Sign in with Google
Sign in with your Google account to connect Gmail.
Show Email in Calendar
Access the Calendar's page.
Select the specific calendar you want to sync.
Edit Calendar Connections
Click on the three dots for the chosen calendar.
Select Edit and then Connections.
Link Calendar
Link your calendar to Gmail.
Choose between one-way or two-way sync options.
Sync Options
Two-way sync: Changes made in Gmail calendar will reflect in Offerbolt calendar and vice versa.
One-way sync: Changes made in Offerbolt calendar will update the Gmail account.
Completion
Once the settings are configured, the sync between Gmail and the calendar is established.