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.

Appointment Slot Settings

Here you will see the availability slot and interval settings. These give you control over the time, length, and quantity of appointments scheduled.

1. Meeting Interval: This will be the frequency for available time slots. For example, if you have a 30-minute slot interval, then your time slots will show availability every 30 minutes (10:00 am, 10:30 am, 11:00 am, etc.)
2. Minimum Scheduling Notice: This defines how soon appointments can be booked in your calendar, this will help you avoid surprise meetings. For example, if you choose 2 days, nobody can select a time slot less than 48 hours away from the time of booking.
3. Date Range: This defines how far in advance an appointment can be scheduled. For example, if you set this to a month then customers can't select a date two months away from the time of booking.
4. Maximum Bookings: These two help you define (1) the total amount of this type of appointment your team will have on a day and (2) the number of slots that the calendar should keep open per user (If the number of appointments exceeds the given slot for the user, then it either switches over to the next user in the round-robin queue or marks the slot unavailable for the prospect to book).
5. Pre and Post-Buffer: To give you or your team a break between appointments, you can establish a buffer before or after the appointments. This helps prevent back-to-back appointments.

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: 

1. Select Forms: Here you can switch the form this calendar uses to book the appointment.
2. Widget Order: This will set the order in which the contacts fill out the form and book their appointment.
3. Pre-populate forms: Also known as sticky contact, this will grab the information of any forms previously filled in that IP address.
4. Consent Checkbox: This option allows you to obtain consent from contacts to reach back when they provide their phone number during the appointment booking process.
5. Add Guests: With this on the person who booked the appointment is free to send invitations to multiple attendees so they can join the meeting.
6. Confirmation Page: This will show after someone makes a booking, if you use Default you can set a custom message on the same page, or by selecting Redirect URL you can send the contact to a website of your choice.
7. Facebook Pixel ID: To track new appointment bookings with your Facebook Ads Manager add your Facebook Pixel here.
8. 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 cancelation, 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 at 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!