Account Setup: Step 5 - Calendar Setup

Julius

Last Update 9 maanden geleden

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.

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