Account Setup: Step 5 - Calendar Setup
Julius
Last Update há um ano
After adding your Google Calendar account, go to settings again by clicking right click open in new window, select calendar, and edit EACH calendars (screenshots below)
- There are 3 steps here: Team Event Setup, Availability, & Confirmation. The instructions below is what you need to edit, the rest will be setup later.
Team Event Setup
- If you have more than 1 to take the call, decide if you're going to optimize for availability or Equal distribution.
- Make sure to select Zoom in the dropdown if you have integrated it, NOT paste the zoom link in Meeting location or it won't work.
- Click Save
Availability
- You will be redirected to Step 2 - Availability. This is where you're going to setup your calendar.
- This is already prebuild but you can change the setting anytime you want.
- You don't need to change the Office hours because the setup you did awhile ago in User Availability will override this.
- Then click save again if you change anything.
Confirmation
- You don't need to do anything here unless you want to change the settings like "allowing google calendar to send invitation" or accepting payments on call.
- Scroll down and click complete.
Additional Notes:
- If privacy is an issue, block off the time you want to get calls in your main calendar and set up these block off time in ProCoach Platform as your availabilty.