There are 4 parts to setting up your calendars in Grow:

  1. Teams

  2. Team availability

  3. Calendars

  4. Workflows

Setting up your Teams

Teams are a group of people who can take appointments on one or more calendars. Some examples of teams might be the Onboarding Team, Sales Team, Nutrition Team, etc. To setup your teams, go to Settings > Teams.

Set your team member availability

Every team member has their own availability and option to sync with their own person google calendars. Have your team members login to Grow to update their personal availability and connect with their personal calendars to prevent double booking. When they login, they will go to Settings > My Profile.

Set user availability

Go to Settings > Profile to set your user availability.

Connect your Google account

Go to Settings > Integrations. Connect your Google Account (or add a new integration)

Connect your google calendar to sync appointments and check for conflicts

Go back to Settings > Profile to view your google calendar connection. If you have multiple calendars in your account, you should select your primary calendar and add all relevant calendars to check for conflicts.

Create your Calendars

You should now see your teams when you go to Settings > Calendars. Now that you have your teams built, you need to add your calendar(s) for each team. Click on "New Calendar".

For each calendar, edit your Team & Event Setup, Availability, and Confirmation. Once you have your calendar created, you can start sharing your calendar link for your contacts to book their appointments. Find your calendar link by clicking on Calendar Code.

Select the team and calendar you'd like to get the link or embed code for.

Setup your Appointment Workflows

You have your calendars ready to start booking appointments but chances are, you'll need to setup some notifications and reminders and other common Workflows. Here are the default PushPress Grow Workflows for appointments:

  • Appointment Reminder — sends an immediate confirmation and reminder email/sms to both the contact and the user assigned to the appointment as well as a reminder 1 hour before the appointment.

  • Appointment No Show — sends follow up when an appointment status is set to "No Show"

  • Appointment Showed (No Sign Up) — If an appointment is marked as "Showed", this Workflow will update your contact. The Workflow will wait 72 minutes to see if the contact purchases a plan. If not, the workflow will send automated messages.

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