Table of contents
- Getting started: how to set up a booking calendar
- Step 1: Create a new calendar
- Step 2: Set your availability
- Step 3: Customise the booking form
- Step 4: Set up confirmations and reminders
- Step 5: Share your calendar
- Frequently asked questions (FAQs)
Getting started: how to set up a booking calendar
Futuria CRM calendars are a powerful tool for automating appointment scheduling, cutting out unnecessary emails and phone calls. This guide will take you through the essential steps to create and configure your first calendar.
Step 1: Create a new calendar
To get started, go to the Calendars section in the main Futuria CRM menu. Here you will find an overview of all your existing calendars.
Click the “Create calendar” button to launch the setup wizard. You can choose between different calendar types, such as a simple unassigned appointment calendar or a team calendar.
Step 2: Set your availability
Once the calendar has been created, it is time to define when you are available. Specify your working hours for each day of the week.
You can also set important details such as appointment duration, the buffer time between one meeting and the next, and how far in advance customers can book.
Step 3: Customise the booking form
Every calendar is linked to a booking form. In this section you can customise the fields to collect the information you need from your customers, such as name, email address and phone number.
You can add custom fields for specific questions, making the booking process more efficient and tailored to your requirements.
Step 4: Set up confirmations and reminders
Automation is essential. Set up the automatic confirmation emails that are sent immediately after a booking. You can also schedule email or SMS reminders to reduce the risk of no-shows.
Step 5: Share your calendar
Your calendar is ready. You can now share it by getting a direct link to send to customers, or a code to embed it directly on your website. This makes booking accessible and immediate.
Frequently asked questions (FAQs)
Can I sync my Futuria CRM calendar with Google Calendar?
Yes, you can connect your Google account for two-way synchronisation. This helps you avoid double bookings and manage all your commitments in one place.
Can I take payments at the time of booking?
Absolutely. While setting up the calendar, you can integrate your payment gateway (such as Stripe) to require a mandatory payment when the appointment is booked.
How do I assign appointments to different team members?
You can create a “Round Robin” calendar. This calendar type automatically distributes new appointments evenly among the selected team members, based on their availability.