Tutorial: Setting Up Templated Calendar System with CRM
Accessing Calendar Settings
Navigate to calendars on the left-hand menu
Click on calendar settings
Viewing Template Calendars
Wait for the page to load
Two template calendars: loan signing services and general notary work
Setting Up Service Calendars
Intentional setup for linking calendars on Google Business profile
Customize each calendar for specific services
Editing Loan Signing Services Calendar
Activate the calendar if not already active
Add logo, images, service description, and booking URL
Set personal availability for this specific service
Customizing Event Details
Update event title, staff members, and calendar color
Save changes
Setting Availability
Define days and time frames for availability
Customize intervals, service duration, scheduling notice, booking window, and buffer time
Save changes
Configuring Forms and Payments
Custom form for each service
Set default confirmation message and notification preferences
Customize calendar cover image and button text
Testing and Sharing Calendar
Copy scheduling link to share
View calendar with branded colors, intervals, and availability
Test appointment scheduling process with custom form
Upcoming Steps
Next video will cover customizing form templates and setting up email reminders automation.