Best Online Calendar


Knowledge Base

Browse knowledge base categories or search with keyword related to your question.

Email Support

Can't find your answer?

Contact Support or Contact Sales
Search:     Advanced search
Browse by category:

Client Appointments Setup Guide

Article ID: 176
Last updated: 14 Dec, 2017

Our online calendar and mobile app make it easy to keep track of client appointments as well as prevent double booking of staff schedules.  Optionally, show your booked appointment times as "Busy" or "Unavailable."

Here are some features that we think you will find helpful.

Create appointment categories:

Categories are used to group appointments (or events) into separate "calendars" that you can filter.   If you're looking to prevent double booking of your schedule, set up a category for your personal schedule.

Click the Admin Menu button > Categories > Add > "John Doe Schedule"> Select "Viewing Permissions" > optionally, select prevent double booking F & G > [Save]

Quick Tip: Give team members editing permission or private category viewing permission.
Go to: Admin Menu > Users and Subscribers > [Invite User] > Enter email/username and password to allow viewing of private categories and select editing permission > [Save]


Add an event to more than one person's schedule

Click + to add an event > click [More event options...] > If you have more than 1 category, you'll see the option to add a primary "category" and mirror category(ies).

Email reminders and invites:

To email event invites, announcements or reminders, create a user account for each staff member and be sure to enter his/her email address.  To do this:

Click the Admin Menu > under Calendar Settings > Users and Subscribers > [Invite User] or [Add Subscriber] > Enter user info including an email address > Save

Now, any time you add an event you can send an announcement or set a reminder via the "Invite & Remind" tab to selected staff members or clients.*

*  By default subscribers may receive event emails for public events only.  A calendar administrator can override this with a global setting via: Admin Menu > options > advanced tab > check "Allow private event emails to any user or subscriber" > SAVE


Show time as Busy or Unavailable

By turning on our Busy feature, calendar visitors and users that do not have event editing permission will see that you are "Busy" but not see the event title or any appointment information.  The Busy feature can be used in conjunction with the Suggest an Event feature to allow a visitor to request a date and time to schedule an appointment. 

To learn more about the Busy feature follow this link:

To learn about the Suggest / Request an event feature follow this link:

Please send us an email with any questions you have

Others in this category
document Mobile App Setup Guide for Smartphones (iPhone, Android, etc.)
document Room or Facility Booking Setup Guide
document Add an Upcoming Events List to your web page:
document Website Calendar Setup Guide:
document General Calendar Setup Tips
document Meeting and Event Calendar Setup Guide
document Class or Training Schedule Setup Guide
document Private Internal Calendar Setup Guide:
document Staff and Vacation Schedule Set Up Guide:
document Sporting Events Schedule Setup Guide
document Work or Job Schedule Set Up Guide
document Personal or Family Calendar Setup Guide
document Self Service Booking Set Up Guide:
document What is the difference between Users, Subscribers and Visitors?