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Calendar
Appointment Booking Process
Managing your schedule effectively is key to staying organized and ensuring you make the most of your day. Within the Calendar tab, you can easily book appointments for any of your active calendars. Here's a step-by-step guide to help you through the process.
By Jan//Apprezo
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Last updated 2 years ago
Calendar Color Codes
Understanding the color codes in your calendar helps you quickly identify and manage various types of appointments and time slots. Here’s a guide to the color codes used in Advisor’s Growth.
By Jan//Apprezo
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Last updated 2 years ago
Calendar Integration Area
With our redesigned UI, integrating user-level and account-level features such as third-party calendars, video conferencing apps, Google Organic Booking, and Local Services Ads is now more seamless and convenient.
By Jan//Apprezo
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Last updated 2 years ago
Calendar Setup 101
Effective time and appointment management can significantly impact both personal and professional success. With Advisor's Growth’s advanced calendar features, you have powerful tools to set up, customize, and manage your schedules efficiently. This guide will help you navigate every aspect of calendar management to ensure you stay on top of your commitments.
By Jan//Apprezo
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Last updated 2 years ago
Calendar Sync Options: Choosing the Right Sync for Your Business
Synchronizing your external Google or Outlook calendar with your Advisor's Growth calendar is a key step to managing your appointments effectively. Understanding the available sync options ensures you select the best fit for your needs. Here’s a step-by-step guide on how to access and configure these settings.
By Jan//Apprezo
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Last updated 2 years ago
Class Booking in Calendars: A Comprehensive Guide
A class booking is a one-to-many calendar setup that allows multiple attendees to join a single event. This setup is ideal for hosting events.
By Jan//Apprezo
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Last updated 2 years ago
Class Booking Now Live on the Calendar!
The CRM has introduced a new Class Booking feature, enabling users to schedule and manage classes, webinars, workshops, and other group events with ease. This guide will help you understand how to set up and use this feature effectively.
By Jan//Apprezo
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Last updated 2 years ago
Collective Booking – Calendars
Collective Booking allows attendees to schedule meetings involving multiple team members simultaneously. It aggregates the availability of multiple users into a shared calendar, making it easy to find common time slots for appointments involving different participants.
By Jan//Apprezo
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Last updated 2 years ago
Google Meet Calendar Integration with Advisor's Growth
Connecting your Google Calendar helps synchronize your bookings seamlessly between Google Calendar and Advisor's Growth, ensuring accurate availability, preventing double bookings, and streamlining your scheduling and booking management.
By Jan//Apprezo
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Last updated 2 years ago
How to Add a Logo to Your Calendar
Customizing the calendar widget logo is a key feature that allows you to align the appearance of your booking interface with your client's brand identity.
By Jan//Apprezo
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Last updated 2 years ago
How to Add a Facebook Pixel to Surveys, Forms & Calendars
Integrating a Facebook Pixel into your surveys, forms, and calendars allows you to track important events directly from these tools. Once set up, the pixel automatically triggers on form, survey, or calendar submissions. For forms and surveys, the event is registered with Facebook as a "Submit Application" action, while calendar submissions are logged as "Schedule" events.
By Jan//Apprezo
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Last updated 2 years ago
How to Block Off Time in Your Calendar
Blocking time in your calendar is essential when you’re unavailable, out of the office, or have an external commitment. This feature also lets you manage blocked time for other users. Follow these easy steps to block off time in your calendar or another user’s calendar.
By Jan//Apprezo
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Last updated 2 years ago
How to Copy or Duplicate a Calendar in Advisor's Growth
When setting up multiple calendars with similar settings, you can save time by duplicating an existing calendar. This feature allows you to quickly create a new calendar based on the configuration of one you’ve already set up.
By Jan//Apprezo
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Last updated 2 years ago
How to Create a Round Robin Calendar
The Round Robin Event Type is designed to streamline appointment scheduling by automatically distributing meetings among available team members. This ensures a balanced workload, fair distribution of appointments, and more efficient scheduling.
By Jan//Apprezo
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Last updated 2 years ago
How to Create a Service Calendar: A Step-by-Step Guide
A Service Calendar is a dynamic tool designed to simplify the booking process for businesses that offer multiple services. It allows you to group various services under a single booking link, known as the Service Menu. This guide will walk you through setting up a Service Calendar, optimizing it for your business needs, and integrating it with staff availability.
By Jan//Apprezo
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Last updated 2 years ago
How to Create and Edit Calendars in Advisor's Growth
Efficient appointment management is key to both personal and professional success. Advisor's Growth offers a robust suite of calendar features that help you design, customize, and maintain your schedule with ease. This guide will walk you through creating and editing calendars to optimize your time and resources.
By Jan//Apprezo
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Last updated 2 years ago
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.
By Jan//Apprezo
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Last updated 2 years ago
How to Deactivate and Activate Calendars
This guide walks you through the steps to easily deactivate and reactivate calendar services. Sometimes, you may want to temporarily stop offering a specific service, like a 30-minute consultation or a demo. Instead of deleting the calendar, you can simply deactivate it and reactivate it when you're ready to resume. Here’s how to do it.
By Jan//Apprezo
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Last updated 2 years ago
How to Enable and Disable Calendar Services
This guide will walk you through the steps to temporarily disable and re-enable calendar services. For instance, if you usually offer a service like a 30-minute consultation or a demo but need to pause it for a while, you can disable the calendar service without having to delete it entirely. This way, you can easily reactivate it later when you're ready to offer the service again. Follow the steps below to manage your calendar services.
By Jan//Apprezo
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Last updated 2 years ago
How to Display Multiple Calendars
Displaying multiple calendars can enhance the flexibility of your scheduling system, allowing you to cater to different appointment types or durations. Here’s how you can set this up in two effective ways.
By Jan//Apprezo
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Last updated 2 years ago
How to Integrate an iCloud Calendar with Your CRM
Integrating your iCloud Calendar with your CRM can help streamline scheduling and event management, particularly if you rely on Apple products. This guide provides a step-by-step process to set up this integration and keep your calendar events synchronized seamlessly between iCloud and your CRM.
By Jan//Apprezo
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Last updated 2 years ago
How to Integrate Calendly Event Importer
Integrating your Calendly account with your system enables seamless event import, allowing you to utilize various tools and features such as contact management, conversations, automations, and marketing. This integration ensures that each new Calendly event is immediately actionable within your platform.
By Jan//Apprezo
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Last updated 2 years ago
How to Integrate Razorpay with Calendar Payments
The integration of Razorpay into our payment system marks a significant enhancement in payment processing, offering businesses increased flexibility, better management capabilities, and the ability to cater to a wider customer base.
By Jan//Apprezo
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Last updated 2 years ago
How to Integrate Your Outlook Calendar Using Calendar Bridge
Calendar Bridge is a useful tool that allows you to sync multiple calendars, especially when integrating calendars that are not directly supported by Advisors Growth. If you have a third-party calendar and need to sync it with Advisors Growth, you can use Calendar Bridge to connect it via a Google Calendar.
By Jan//Apprezo
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Last updated 2 years ago
How to Override Calendar Availability
Sometimes you might need to schedule an appointment outside your regular availability. For instance, if your usual hours are Monday-Friday from 8 AM to 4 PM, but you want to schedule a meeting at 5 PM on a Thursday, follow these steps to manually book an appointment outside your standard availability.
By Jan//Apprezo
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Last updated 2 years ago
How to Recover a Deleted Calendar: A Guide
We're excited to unveil the new "Restore Calendar" feature, designed in response to popular user requests. This update allows you to quickly and seamlessly recover deleted calendars and their associated appointments within the app, offering a streamlined way to reverse accidental deletions.
By Jan//Apprezo
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Last updated 2 years ago
How to Set Up Google Organic Booking for Your Calendar
Google Organic Booking, also known as Google Booking Redirect, allows customers to book appointments or services directly from your Google My Business (GMB) listing.
By Jan//Apprezo
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Last updated 2 years ago
How to Set Up a Class Calendar
A class booking is a one-to-many type calendar designed to host multiple participants within a single event. These are ideal for scenarios where you need several invitees to attend a single session simultaneously, such as.
By Jan//Apprezo
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Last updated 2 years ago
How to Update Cancellation and Reschedule Links for Your Calendar
Ensuring your calendar is properly set up allows clients to easily book, reschedule, or cancel appointments, helping you maximize business opportunities while reducing no-shows. Here's a step-by-step guide to making sure your reschedule and cancellation links are ready to go and easy for clients to use.
By Jan//Apprezo
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Last updated 2 years ago
How to Effectively Use Your Calendar
Mastering the calendar feature is essential for visualizing your appointments and managing blocked-off time. This guide will help you navigate these tasks, understand the display options, and learn how to filter your calendar views effectively.
By Jan//Apprezo
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Last updated 2 years ago
Implementing Partial Payments for Bookings
Partial payment allows customers to secure their bookings by paying a deposit upfront, with the remaining balance due later. This feature is useful for businesses to collect a deposit, reduce no-shows, and enhance the booking experience.
By Jan//Apprezo
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Last updated 2 years ago
Neo Calendar Template Overview
In today’s digital landscape, effective group management is essential for teams and organizations. The Neo Calendar Template has been designed to offer a more visually appealing and user-friendly experience for managing group calendars. This template not only enhances the aesthetic of your group calendars but also optimizes their functionality.
By Jan//Apprezo
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Last updated 2 years ago
Outlook Calendar Integration with Advisor's Growth
Integrating your Outlook calendar with a Teams Calendar in Advisor's Growth is a fantastic way to ensure seamless syncing and management of your appointments. This integration allows you to create and sync calendar invites directly from Outlook to Advisor's Growth.
By Jan//Apprezo
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Last updated 2 years ago
Outlook Recurring Events and Recurring Appointments in Advisor's Growth
This guide covers the setup and use of recurring appointments within Advisor's Growth calendars. Recurring appointments are supported across all calendar types. However, note that if you’re using a Round-robin calendar, only one user or team member can be included for recurring appointments.
By Jan//Apprezo
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Last updated 2 years ago
Overview of Rooms and Equipment in Calendars
Rooms and Equipment is a powerful feature tailored for service-based businesses that operate in a physical location and require specific tools or spaces for their services.
By Jan//Apprezo
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Last updated 2 years ago
Overview of the Service Menu in Calendars
Curious about how a Service Menu can enhance your business operations? This guide breaks down its importance and provides steps to maximize its potential for your scheduling needs.
By Jan//Apprezo
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Last updated 2 years ago
Understanding Recurring Appointments in Your Calendar
This guide will walk you through the setup and management of recurring appointments in your calendar system. All calendar types support recurring appointments, but if you choose a round-robin setup, it must be limited to a single user or team member.
By Jan//Apprezo
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Last updated 2 years ago
Settings: Calendars
The calendar settings interface is designed to streamline user availability and connect seamlessly with tools like Google Calendars, Google Ads, Outlook, Zoom, and Stripe. These settings are particularly relevant when managing Group Calendars, where user availability and primary calendar connections need careful consideration.
By Jan//Apprezo
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Last updated 2 years ago
Stripe Integration for Calendars in Advisor's Growth
In this guide, you’ll learn how to set up Stripe for your calendar within Advisor's Growth. This integration is particularly useful if you need to collect payments from users before allowing them to book appointments.
By Jan//Apprezo
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Last updated 2 years ago
What to Do If You Get the Google Calendar Writer Access Error
If you encounter the following error when connecting your Google calendar to Advisor's Growth: "You need to have writer access to sync appointments to the selected Google Calendar. Please check with the Google Calendar owner in case syncing is required." Follow these steps to resolve the issue and update the writer access.
By Jan//Apprezo
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Last updated 2 years ago