Scheduling: Creating Team Calendars

To begin, click “Calendars” on the left menu, and then click “Calendar Settings” on the top menu.

Calendars View

The left column has a label called Unassigned. This is where all of our previously-created Calendars can be found. They're listed as Unassigned because they were created before we had teams. Now if you want to create a new calendar, but don't need it to be assigned to anyone, this is where it will show up.

To the right of the Unassigned column, you'll have a separate column for each team that has calendars assigned to it.

To show you how this works, let's first create a team and then come back to Calendars. 

Navigating in My Staff

Click “Settings” on the left menu, and then click “My Staff” on the new left menu that appears.

Now click the “Teams tab” at the top, and then click “Add Team” in the top right.

In the popup, click “Team Info” to add some new team fields.

First, give your team a name. Then, we'll check the team member boxes on the list to add them to the new team.

We're calling our team, New Admissions, and we've added two dummy users to the team, Alpha Alpha and Bravo Bravo. Keep in mind that your users must be in the platform account to show up on the list.

The toggle at the bottom of Team Info allows you to apply your team member changes to existing calendars that are assigned to the team. We're going to turn this toggle on.

Calendar Team Configuration

Next, let's open the Calendar Team Configuration dropdown below Team Info.

Here we'll create a calendar team entry for our new team. Let's name it Admissions. This will show up as a column in our Calendars view.

Below the name are the Description field and a field for a URL slug. Fill both of these fields in.

And like Team Info, there is a toggle at the bottom. This one lets you assign contacts to their respective calendar team members each time an appointment is booked.

Let's turn it on. Now when someone books an appointment, they will automatically be added as a lead for their respective calendar team member.

In addition, when we turn on the first toggle, a second one appears. This is useful if someone is generating leads and they're being assigned in a round-robin method to users. Because we don't want the lead ownership to change even if the lead books an appointment, this toggle allows the owner to stay the same.

We'll turn this toggle on and then click Save to complete the team creation process.

Great! Our newly created team now shows up in our teams view.