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How to Set Up a Personal Booking Calendar with GHL Customer Care

TABLE OF CONTENTS What's New? How to Use? Note: What's New? Users wanting to create one-on-one bookings were often hesitant to use the Round Robin…

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  1. What's New?
  2. How to Use?
  3. Note:

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TABLE OF CONTENTS

What's New?

Users wanting to create one-on-one bookings were often hesitant to use the Round Robin option, as it seemed suited for multiple users. As a result, many resorted to using the Event Calendar, unaware that it is meant for physical events and does not support Zoom or Google Meet.
Tip: If you’re considering an Event Calendar, review the new setup helper (“This calendar type has key differences”) on the create/edit screen to understand limitations before you proceed.
To overcome this confusion, reduce support tickets, and achieve parity with competitors offering 1:1 calendar types, we have introduced the Personal Booking Calendar. This feature enables users to create  personal 1:1 bookings without the complexity of a multi-user setup.

How to Use?

  1. Go to Calendar Settings.
  2. Click on Create Calendar.
  3. Choose Personal Booking and configure the calendar based on your preferences.

Note:

  • By default, the user who creates the calendar is automatically added as the team member, but this can be changed.
  • The Personal Calendar shares all features with the Round Robin Calendar, but is limited to one team member, while Round Robin supports multiple team members.
Note: (image 1 of 2) What this shows By default, the user who creates the calendar is automatically added as the team member, but this can be changed. What this shows Illustrates the "Note:" section of "How to Set Up a Personal Booking Calendar with GHL Customer Care". This screenshot appears in the "Note:" section of "How to Set Up a Personal Booking Calendar with GHL Customer Care". The text alongside this image reads: By default, the user who creates the calendar is automatically added as the team member, but this can be changed. The Personal Calendar shares all features with the Round Robin Calendar, but is limited to one team member, while Round Robin supports multiple team members. This part of the guide covers 1 field, listed below. Image 1 of 2 What this coversBy default, the user who creates the calendar is automatically added as the team member, but this can be changed. The Personal Calendar shares all features with the Round Robin Calendar, but is limited to one team member, while Round Robin supports multiple team members.
Fields in this part of the guide Note:
Buttons and menus referenced TABLE OF CONTENTSEvent CalendarThis calendar type has key differences
All 3 steps in this procedure
  1. What's New?
  2. How to Use?
  3. Note:
Note: (image 2 of 2) What this shows By default, the user who creates the calendar is automatically added as the team member, but this can be changed. What this shows Illustrates the "Note:" section of "How to Set Up a Personal Booking Calendar with GHL Customer Care". This screenshot appears in the "Note:" section of "How to Set Up a Personal Booking Calendar with GHL Customer Care". The text alongside this image reads: By default, the user who creates the calendar is automatically added as the team member, but this can be changed. The Personal Calendar shares all features with the Round Robin Calendar, but is limited to one team member, while Round Robin supports multiple team members. This part of the guide covers 1 field, listed below. Image 2 of 2 What this coversBy default, the user who creates the calendar is automatically added as the team member, but this can be changed. The Personal Calendar shares all features with the Round Robin Calendar, but is limited to one team member, while Round Robin supports multiple team members.
Fields in this part of the guide Note:
Buttons and menus referenced TABLE OF CONTENTSEvent CalendarThis calendar type has key differences
All 3 steps in this procedure
  1. What's New?
  2. How to Use?
  3. Note:

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