Adding Your Calendar Link To Your Profile

Setting Up and Customizing Your Appointment Booking Calendar

1. Accessing Profile Settings

   • Go to settings from your dashboard.

   • Click on "My Profile."

2. Selecting Main Calendar

   • Choose the main calendar for appointment bookings.

   • Connect the calendar you want to use for sending emails.

3. Using Loan Signing Services Calendar

   • Select the Loan Signing Services calendar for notary work.

   • Update your profile after selecting the calendar.

4. Testing the Calendar Link

   • Open the conversation section.

   • Use a custom value to create a calendar link.

   • Send a test email with the calendar link.

5. Troubleshooting Calendar Link

   • If the link shows a 404 error, check calendar settings.

   • Activate both calendars if they are in draft status.

   • Save the changes and retry the calendar link.

6. Customizing Text for Calendar Link

   • Copy the custom value for the calendar link.

   • Write text like "Book an appointment here."

   • Hyperlink the text with the calendar link.

   • Save the changes and test the updated link.

7. Finalizing Customization

   • Customize text and links in the CRM as needed.

   • Ensure the hyperlinked text directs to the correct calendar.

   • Test the updated link to confirm functionality.

8. Additional Support

   • For any questions or assistance, reach out to the community or chat support.