Navigate to Calendar Settings - on the left-hand main menu, click Calendars. Then click on Calendar Settings up at the top.

**You already have our free Book a Call funnel/automations which includes 2 appointment types (30- and 60-min blocks) and the workflows to support them, so just use the video here as an orientation to how to update calendar settings.

When creating new calendars, use Round Robin, Class Booking, or Collective Booking. "Simple" calendars are deceptively not simple and using them can cause issues with personal appt contacts being created inside Highlevel and started on automations!

Add a logo or headshot to your calendar.

Give the calendar a name and brief description.

Add the calendar to an existing group of other calendars (optional)

Create a calendar "slug" which is the words you see after a / on your domain (e.g. www.digitalgrowthmedia.com/book-with-jonathan) - what you put here doesn't really matter because we will control the URL in our funnels.

Give it a Meeting Invite Title, which will show up on your and their calendars when the appt is booked. It's usually helpful to put the calendar name and both of your name values in: contact.name & appointment.user.first_name (surrounded by )

Add a user to the calendar and update your meeting location if necessary.

You can also change the color this particular appt shows up as on your calendar.

When you are done with Meeting Details, click the save button at the top to move to the next section.

Set up the following settings:

Weekly Available Hours OR Date Specific Hours

Weekly available means your hours are consistent for this appt each week. Date specific means that you will add on specific dates you wish to take this appt and the hours you are available for it. (Date specific is best suited for one-time classes or events).

Recurring meetings allow you to set up a series of appts with someone, e.g. a weekly coaching call that goes for 12 weeks.

Meeting interval - how frequently available times show up on the calendar

Meeting duration - how long your appt will last

Minimum scheduling notice - how far into the future your calendar delays before showing your availability. Can be set to 0 hours so that someone can book with you immediately.

Date range - how far out your calendar will show your availability

Maxiumum bookings per day - how many of these appointments can be booked on any particular day

Maximum bookings per slot - how many people can book with you at a particular time (OR if you have several team members on this calendar, the maximum amount of appointments that can be assigned to a particular team member)

Buffer time - amount of time between the appointment and anything else on your calendar. (If you set the buffer as 15 mins, you must have 15 mins on either side of the appt free in order for someone to book).

FYI, buffers only apply to other Nerdly appts so if you have a personal appt in your calendar from 12-1, someone can book a Nerdly appt with you from 1-2. Our recommendation is to not use buffers at all via Nerdly - if you need time blocked in your calendar, block it off on the actual Google (iCloud, Outlook) calendar.

Form Settings

You can use the default form that takes their basic contact info and asks the purpose of the appt or create your own form and attach it here.

You can also toggle on "Add Guests" which will allow the person booking to invite someone else to the meeting as well.

Confirmation Page

You can put in a Thank You message or redirect to a specific URL.

Add Facebook Pixel ID

Choose to auto-confirm new calendar meetings - we recommend you keep this turned on. The calendar will check to see if you are available and if you are, it will confirm a requested appointment. Otherwise you will have to go in and manually confirm every appointment.

Payments

If you have a payment processor (except for PayPal) integrated, you can take payments for appts here.

You can control confirmation/reminder notices here or in the workflow section. We recommend using workflows and leaving all of these options turned off.

Recommended settings to turn on at the bottom:

Assign contacts to their respective calendar team member each time an appointment is booked - this ensures new contacts are assigned a user immediately.

Allow cancellation & reschedule.

Additional notes - these show up in the notes of the actual Google calendar appt. This is a great place to also copy/paste the following custom variables surrounded by double curly brackets :

Meeting Location: appointment.meeting_location

Add to Google Calendar: appointment.add_to_google_calendar

Add to ical/Outlook: appointment.add_to_ical_outlook

Add a calendar cover image - this will show when viewing a group of calendars.

Update the calendar widget style to include your branding colors and indicate which pieces of information you want to be visible to people as they book an appointment with you.

Add custom code.

Allow staff selection during booking - if you have multiple team members on this calendar and you want your clients to have the ability to choose which they meet with, toggle this on.