Personal calendars allow you to organize your day while maintaining closed and familiar meetings, improving communication and trust overall. At the same time, this aims to simplify single-user experiences and cater to your specific needs.

To set yours, navigate to the Calendar Settings tab inside the Calendars section.

Click Create Calendar, then select Personal Booking.

Once you select this calendar type, you will be directed to the Initial Setup, where you'll take the first steps in getting your calendar ready to go. Those will be:

1. Calendar Name: The name will show why they are scheduling an appointment for leads and customers.
2. Team Member: The user who creates the calendar will be included by default but you can change the team member as needed by clicking the X icon and then selecting a new team member.
3. Calendar URL: Type in the calendar slug here.
4. Meeting Duration: This will define how long the appointment should last.
5. Booking Availability: These will be the general days and times these appointments can be booked.
6. Advanced settings: Once you've set the bases, click here to customize your calendar to your company's specifications. 

Meeting Details

These are the details that will be visible to your leads and customers, they give a better understanding to both sides of what the appointment will be about. These details will be:

1. Calendar Logo: Here, you can add your company's logo or any other image that helps you represent the appointment.
2. Description: Any information you consider relevant about the appointment, including a short explanation of what it is and any extra requirements you have for it.
3. Group: If you have a group for related appointments, you can select it here

4. Meeting invite title: When your leads/customers schedule an appointment, this title will get added to your calendar and the confirmation email.
5. Select Team Member: Choose a specific team member or yourself, to view or assign events to their calendar.
6. Custom: Specify a preferred communication method or platform for the meeting. Options include Google Meet, Zoom, a phone number, a full address for in-person meetings, or Microsoft Teams.
7. Meeting Location: Specify the physical or virtual location where the meeting will take place.
8. Event Colour: Assign a unique color to the event for easy identification and organization on the calendar.

Availability

This is the time management section of your calendar, things like the general days and times you take appointments are managed here. If you have recurring meetings set the way the repetitive scheduling will work or change the settings for when the appointment slot should be open for booking. 

Recurring Meeting

Toggle this option for meetings that happen more than once. Set the frequency at which this appointment should happen, Times to repeat will be the total amount of this appointment that will be scheduled consecutively. For unavailable slots, you can skip booking unavailable slots, book the appointment in the next available slot, or continue booking.

Meeting Interval

This setting determines the interval for available time slots. For instance, if you set a 30-minute interval, available time slots will be displayed every 30 minutes (e.g., 10:00 am, 10:30 am, 11:00 am).

Meeting Duration 

The meeting duration feature allows you to define the length of each appointment or meeting. This setting determines how much time will be allocated for each session.

Minimum Scheduling Notice 

This setting determines the minimum lead time required for booking appointments in your calendar, helping you avoid unexpected meetings. For instance, if you select a 2-day lead time, no one will be able to book a time slot less than 48 hours in advance.

Date Range

This defines how far in advance an appointment can be scheduled. For example, if you set this to a month, customers can't select a date two months away from the time of booking.

Maximum Bookings Per Day 

This setting allows you to specify the maximum number of appointments of this type that can be accommodated in a single day.

Maximum Bookings Per Slot 

This setting allows you to specify the maximum number of appointments that can be accommodated in a single slot.

Pre-buffer Time 

Post-buffer Time

Post-buffer refers to the extra time scheduled after an appointment, offering additional time to conclude tasks or prepare for the next meeting.

Forms & Payment

To change the way you collect information about the contact booking the appointment or collect deposits/fees related to the booking, use one of the following sections:

Select Form

Here, you can choose the form this calendar uses to book the appointment from the dropdown menu.

Widget Order

This will set the order in which the contacts fill out the form and book their appointment.

Pre-populate Fields

Also known as sticky contact, this will grab the information of any forms previously filled in by that IP address.

Consent Checkbox

This option enables you to secure consent from clients to be contacted again when they provide their contact information during the appointment booking process.

Add Guests 

When enabled, this option allows the individual who booked the appointment to send invitations to multiple attendees, enabling them to join the meeting.

You can require the booker to include the guest information by selecting “Name and email”; selecting Count only will not require additional information.

If bringing a guest is mandatory, check the box next to Require Guests.

Confirmation Page

This option determines what is displayed after a booking is made. By selecting "Default," you can set a custom message on the same page. Alternatively, by choosing "Redirect URL," you can direct the contact to a website of your choice.

Facebook Pixel ID 

To track new appointment bookings with your Facebook Ads Manager, add your Facebook Pixel here.

Payment

By enabling this option, you can take payment for the appointment at the moment of booking. To learn more about this section in particular please refer to the article “Add Payments to Appointments”.

Notification & Additional Options

The pre-written notifications ensure everyone involved is informed about important updates, from initial booking to post-appointment follow-ups.

Additionally, you can turn on “Allow Google / Outlook Calendar to Send Invitations & Update Emails to Attendees” to sync the calendar with Google or Outlook, allowing automatic invitations and updates to be sent to attendees.

Turn on “Assign Contacts to Their Respective Calendar Team Members Each Time an Appointment Is Booked” to assign the contact to a specific team member when an appointment is booked. It helps in linking attendees directly to the appropriate team member handling the session. 

Cancellation and Reschedule Policy:  If the option is toggled on, the system automatically adds a link for the contacts to handle the rescheduling or cancellation. This link can be removed by toggling the button off. Additionally, you can give this link an expiration window, limiting how soon it can be used before the appointment. 

Additional notes: This allows you to modify the additional notes for the appointment.

Customization

Personalize your calendar to the max here, you can add a cover image, change the style and colors of the calendar, the text of the button, and the information shown on the calendar. 

Custom Code

If you have software developers on staff or you know how to write custom code, you can add it in this field. This is an advanced step, so we recommend avoiding it if you're unfamiliar with coding.

Whenever you make changes inside the Advanced Settings, click the save button in the top right corner, and you're done.

The Personal Calendar will allow you to create an intimate atmosphere that caters to your particular needs resulting in a calendar tailored and limited to one user at a time. And, following these steps will ensure you can make the most of it. We hope you enjoy it and get fully booked!