How to Create and Manage Groups Using Your Calendar

How to Create and Manage Groups Using Your Calendar

Organizing users through groups in Advisor's Growth allows for streamlined management of shared calendars. Group calendars are particularly beneficial when multiple team members handle the same type of appointments. These calendars can be useful for sales teams, appointment setters, administrators, and more. Below is a step-by-step guide on how to set up and use groups within Advisor's Growth.

Step 1: Setting Up a Group

1. Go to Settings > Calendars.

2. Click + Add Group, then provide the group's name, description, and a unique identifier.

3. Save your changes to complete the setup.

Step 2: Adding Users to the Group Calendar

1. Click + New Calendar to create a new one, or select Edit to modify an existing calendar.

2. In the popup window, under Section 1 - Team and Event Setup, click + Add User.

3. Add one or more users and establish their distribution priority to enable a ‘round-robin’ scheduling system.

Step 3: Assigning Users in the Group Calendar

1. In the calendar setup window, go to Tab 3 - Confirmation.

2. Choose the necessary settings by selecting the relevant options.

Note: For more detailed guidance on calendar configurations and settings, feel free to explore our other tutorials.

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