Booking appointments has now been made more interactive. There is now the option to select between the Classic widget type and the Neo widget type. You can choose the widget type when creating an appointment for a new calendar or editing an existing one. Users will also now be able to configure custom calendar URLs in the “Unassigned Calendar” type. This will allow users to add a custom calendar URL to their calendar appointment making it unique and relatable to their business name or related to the appointment itself. Moving Calendars to Groups, and Deactivating Groups are some additional releases with this feature.
Covered in this Article:
How to choose between different widgets on your calendar?
How to configure a custom Calendar URL for Unassigned Calendars?
Assigning Groups to other Calendar Types besides Group Calendars:
Picking Groups would be optional for all calendar types:
Changing the custom calendar URL won’t affect meeting links
Would the Calendar widget option be exclusive to the Unassigned Booking Calendar Type?
How do I enable the Widget Type feature?
Would it break my existing calendars if I decide to change the widget type?
What changes do I need to do at my end -after this release?
Can I add customize the calendar URL for the Unassigned calendar type?
I am unable to see the custom calendar URL in the calendar URL.
What happens when I update the custom calendar URL on an existing unassigned calendar?
Can I use special characters in the custom calendar URL?
Can I assign any existing group to a calendar?
Would there be a change in the custom calendar URL if I change the group of a calendar?
What is a Permanent Link and where can I use it?
Can I still assign a group to Round-Robin scheduling?
Can I remove a group from an existing Round Robin calendar?
What happens once I deactivate a group?
Can I assign a group back to a calendar if I have deactivated that group?
How to choose between different widgets on your calendar?
You can select between the Classic widget type and the Neo widget type. You can choose the widget type when creating an appointment for a new calendar or editing an existing one. You can make the changes by following these steps:
Navigate to Settings> Calendars> Click on “Create Calendar”
Select Calendar Type, you can choose between any of the available types
Team & Event Setup —--> Widget Type is where you would see the following options to select from:
Classic (which was used for Unassigned)
Neo (which will be used by default for Group Calendars)
Please Note:
You can also edit an existing Calendar and change the widget type for it.How to configure a custom Calendar URL for Unassigned Calendars?
Navigate to Settings> Calendars
Then click on Create Calendar> In the Calendar Type, select Unassigned Booking
In Team & Event Setup, you will see the text box in front of the Calendar URL
Click on the textbox and type in the custom calendar URL you would want for the calendar link
Once you have typed in the custom URL, the system will run an availability check on the custom calendar url.URL
You can then see either a “check” indicating that it’s available for you and can save.
In a few cases, you might see a “cross” which means that the custom calendar url is not available in that case you can tweak/modify your custom calendar URL to ensure it’s unique and you get it.URL
Then proceed to save the calendar and the Calendar URL would be saved as you configured it.
Assigning Groups to other Calendar Types besides Group Calendars:
You can now assign Groups to the Unassigned Calendar type as well as other Round-robin Calendars
Go to Settings> Calendars:
Click on the 3 dots on the right side of the desired Calendar and then click on Move to Group:
It would open a pop-up where you would be asked to select a group you want to assign to the calendar and then Click on Select
Picking Groups would be optional for all calendar types:
You can create any calendar event without having to first select a group. For Round Robin or Unassigned
scheduling, you can simply click on the Create Calendar button which would then open options to
configure your calendars with ease.
Ability to deactivate groups:
You can deactivate a single group by clicking on the “ellipses” against the group which you wish to deactivate.
1. Clicking on the ellipses would open the options drawer
2. You can now see a new option “Deactivate all calendars in group”
3. Clicking on which would show a pop-up requesting confirmation
Changing the custom calendar URL won’t affect meeting links
You can change a custom calendar URL for an existing meeting, without having to worry about updating the
appointment again. Changing the custom calendar URL would not affect the calendar URL and appointment
scheduling.
With this release, the Link formats for
{{appointment.cancellation_link}}and
{{appointment.reschedule_link}} will change for all Round Robin calendars. There would be no changes in the functioning of the links and will continue to work as it is (including in workflows).
Below is an example of the way these links would appear.
Cancellation Link Format: /widget/cancel-booking?event_id=<event-id>
{{appointment.reschedule_link}}
Reschedule Link Format format: /widget/booking/<calendar-id>?event_id=<event-id>
FAQ
Would the Calendar widget option be exclusive to the Unassigned Booking Calendar Type?
Answer: No, the option would be available in all the calendar types.
How do I enable the Widget Type feature?
Answer: All customers have access to the feature. Please contact your administrator or customer support if you don't see the option. Do try to clear the browser cache as well.
Would it break my existing calendars if I decide to change the widget type?
Answer: No, it should not break any calendar setup, if you choose to change the widget type in an existing calendar. However, please ensure you do a quick test for Calendars that are embedded in funnels.
What changes do I need to do at my end -after this release?
Answer: No changes are needed. The user has the option to configure either in the edit mode of the calendar configuration screen. But the important thing to note here is that all calendar types will switch over to Neo if they are put into Groups.
Can I add customize the calendar URL for the Unassigned calendar type?
Answer: Yes, you can add a custom calendar URL to all calendar types now
I am unable to see the custom calendar URL in the calendar URL.
Please ensure that the custom calendar URL you have entered is available. That would be shown by a Green Check on the right side of the free text box.
What happens when I update the custom calendar URL on an existing unassigned calendar?
Answer: The calendar link gets updated automatically with the new custom calendar URL (which can be accessed under Calendars > Copy Scheduling Link). However, the previous links will continue to function and can be accessed under Calendars > Copy Permanent Link.
Please Note:
If you are looking to embed the calendar in the funnels, we'd recommend the Permanent Link, so any changes made to the calendar URL in the calendar settings don't affect the funnel pagesCan I use special characters in the custom calendar URL?
Answer: Yes, you can use a ‘/’ ‘-’ in the custom calendar URL
example:
Group Permanent link
/widget/group/FyUICj8ccIad0TMd3Jt8
Group Custom link
/widget/groups/test-groupCalendar
Calendar Permanent link
/widget/booking/L3GXLh0uTkFD8fS3uOPA
Calendar Custom link
/widget/bookings/test-cal/calendar-1
Can I assign any existing group to a calendar?
Answer: Yes
Would there be a change in the custom calendar URL if I change the group of a calendar?
Answer: The calendar would not change, however, the legacy calendar URL would be updated with the new group’s calendar URL
What is a Permanent Link and where can I use it?
Answer: A permanent link is something that would not change even when the calendar link is
changed. A permanent link would be ideal for embedding purposes, without having to worry about the
embeds not working when the calendar link is changed.
Can I still assign a group to Round-Robin scheduling?
Answer: Yes, you can still do that by visiting Calendar Settings > Calendars > Move to Group
Can I remove a group from an existing Round Robin calendar?
Answer: Yes, you can still do that by visiting Calendar Settings > Calendars > Move to Group >
Select Unassigned/ungrouped
What happens once I deactivate a group?
Answer: Once you have deactivated a group, the calendar links will no longer be active, and you will not be able
to book appointments from within the app for calendars that are a part of that group.
Can I assign a group back to a calendar if I have deactivated that group?
Answer: Yes, you can by selecting the calendar options and choosing the option “move to group”