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

  1. Integrations > Connecting Google Calendars

  2. Connecting the calendar to the staff member

  3. Staff member availability

  4. Teams

  5. Calendars

Here's a video that explains how the calendar setup works:


1. Go to Grow.PushPress.com

2. Go to Settings then Integrations

Go to Settings then Integrations

3. Heave Each team member log in to their individual Google accounts

Heave Each team member log in to their individual Google accounts

4. After each staff member logs in, go to "My Staff"

After each staff member logs in, go to

5. Click on Edit for the staff member you are going to connect your calendar to

Click on Edit for the staff member you are going to connect your calendar to

6. Click on User Calendar Configuration

Click on  User Calendar Configuration

7. Connect the calendar by clicking "edit"

Connect the calendar by clicking

8. select the calendar you want the system to write appointments to and select it from the "Primary Calendar" drop down

NOTE: Leave the "Allow Contact Creation" as default.

select the calendar you want the system to write appointments to and select it from the

9. Click on User Availability

Click on  User Availability

10. Now customize the staff member's general availability to take any appointments

Note: We can customize the appointment availabilities later, this is just the general availability for the coach

Now customize the staff member's general availability to take any appointments

11. Next, go to Teams at the top of the staff menu

Next, go to Teams at the top of the staff menu

12. Create your "Team" groupings for each calendar type

This isn't necessary to have multiples, by default we give you 1 and have it setup already

Create your

13. Click on Edit to customize the "Team"

Click on Edit to customize the

14. Click on Team Info

Click on  Team Info

15. Click on Team Info to assign or unassign team members to this team

Click on  Team Info to assign or unassign team members to this team

16. Click on Calendar Team Configuration

Click on  Calendar Team Configuration

17. fill in the about info that you want to display about this appointment type

fill in the about info that you want to display about this appointment type

18. Click on Save

Click on Save

19. Click on Calendars

Click on Calendars

20. Click on Intro Appointment…

Note the two teams here: Intro appointments and Nutrition Appointments

Click on Intro Appointment…

21. Click on the 3 dots to configure and setup the appointment availability

Click on the 3 dots to configure and setup the appointment availability

22. Click on Edit

Click on Edit

23. you can update the settings on tab 1

you can update the settings on tab 1

24. Click on Availability

Click on Availability

25. Configure your appointment availability

NOTE: that the availability you set here, will be for the appointment and will always default to the staff availability

Configure your appointment availability

26. Click on Save after you finish editing this appointment settings

Click on Save after you finish editing this appointment settings

27. On tab 3 we recommend you update you Custom ‘Thank You’ Message

On tab 3 we recommend you update you Custom ‘Thank You’ Message

28. Click on Complete

Click on Complete

GENERAL QUESTIONS WE GET:

What is a "Team" ?

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.

How do I Set 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.

How do Appointments trigger 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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