WEBVTT

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I forgot. I need to start this recording again.

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Anyways but, so the goal for today is

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I'm going to run over everything or or, like, not run over, but, like, go through everything,

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about scheduling links

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and hopefully show you guys a really cool sneak peek of something that will be released here very soon,

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in relation to scheduling links. And then at the end, I will make sure to leave room for,

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questions. So

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make sure if anything comes up, and if you think about it along the way, write it down,

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because I will make sure that I can answer it later.

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But I do wanna make sure that I can cover as much as possible, and maybe I will answer your question along the way,

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and we'll go from there. So,

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how many of you are already using scheduling links right now?

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One, two, three. A couple of you? Four? A few of you? Okay.

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So scheduling links are essentially one on one bookings.

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So with events,

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I know I did a workshop a couple months ago about events, and those are more so,

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like, the group events.

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So it's the one to many type of an event, and a scheduling link is a one to one event. So

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when you're doing coaching, if you're doing individually booking,

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you're gonna use scheduling links. And some folks, you might be using Calendly, Acuity.

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There's all kinds of other platforms that also have those types of one on one bookings.

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The beauty of the scheduling links, though, is that it's in your account already.

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You don't need another platform. You don't have

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to go ahead and,

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use another subscription or anything like that because

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the scheduling links,

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that's that one on one booking, and sometimes that can save you a little bit of

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effort. So,

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I know for myself,

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one of my favorite things about scheduling links is the fact that it also shows that on the contact record.

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It'll tell you when they registered. You can connect right to their contact record,

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and you can see their upcoming event on their contact record as well as

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kind of similar as they can see what they have for upcoming bookings as well. So,

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we are gonna start at the very basics. I'm gonna share my screen real quick

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and make sure that I get the right page opened.

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But we are gonna start off at the the bare minimums for as if you had never set up your scheduling links before,

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and that is gonna be going into your profile.

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So let me share my screen.

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Alright. Can you guys see my screen?

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Yep. Okay. Perfect. Alright.

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So when you go in the top right hand corner to your little icon here, you're gonna end up having your profile.

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So once you pull up your profile, there will be a scheduling tab right here, all the way on that right, and this is going to end up being your profile settings.

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So you're gonna end up having your defaults.

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There's your default calendar,

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your default event title that you can personalize.

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I, myself, I like to add a little bit of jazz because,

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I mean, why not?

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And so I've added, like, a little bit of an emoji to mine so that on all of my events,

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they have a little bit of a sparkle,

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only because I love sparkles, but, just to add a little bit of fun and just so that everything is a little consistent.

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Whenever you are doing, like, your default event titles or,

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we'll cover this in scheduling links as well, there is the personalized option here.

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And this will allow you to pull in different things,

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such as the scheduling link name, what your organizer name is, you are the organizer,

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or whoever is

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the owner of the scheduling link, your organizer first name, organizer email, and then the scheduler name, first name, and email.

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So the scheduler will always be the end user,

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whoever is creating that booking with you, and then there's also the ability to do event time.

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When you add all of this, it's obviously going to impact the length of what your

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event is gonna look like with the title of it.

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And so when you go in and add all of these things, it might not be entirely useful,

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especially if you don't want it to be, like,

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forever long. Right?

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So for myself, I like to just do the first name, link name, and then, you know, it's with me.

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And then you also have your default, buffers.

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So whenever you have your profile default set so for me, I have a default of fifteen minutes before and fifteen minutes after every event, I have a little bit of a buffer.

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This allows you to have, you know, either prep time if you need to kind of run through and get yourself prepared before a meeting, but also maybe your meetings go long.

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I know for myself,

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I'm terrible about allowing meetings to go long, and so having that fifteen minute buffer gives me a little bit of wiggle room so I'm not having to cut, a conversation short.

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And then also your minimum notice. So I keep mine pretty short.

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Some folks like a minimum of, like, twenty four hours or maybe twelve hours or eight hours.

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Whatever it is you want to to have a minimum notice before they can book with you.

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So any of these defaults

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will end up impacting any scheduling lengths that you are connected to.

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And it's a really great way to just kinda have, like, consistent basis on all of them and not have to worry about not having a buffer or, you know, not having a long enough buffer or maybe,

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you didn't realize that people could book with you as quickly or maybe you want them to be able to book quickly with you and,

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you know, you can kind of control that in your profile settings.

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You can also limit how far in advance they can book with you.

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If you don't wanna have a limit, you can just let them book out as far as you want.

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You can also limit when they can cancel or reschedule and then also the reason,

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whether or not they are canceling or rescheduling.

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Now

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when it comes to checking for conflicts and for creating the events on your profile,

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this is where connecting those calendars down here is super beneficial.

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Now Google has always been the one that we've always connected with and we use it quite often.

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And you can go in, you can add multiple different Google accounts if you want.

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So for myself, I just have my work calendar on here, but you can also now do Apple and Microsoft.

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Now the caveat with that is

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Apple is only read only. You cannot currently create the events on Apple,

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not yet, hopefully in the

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future. But with Microsoft, you can either put the events on it or check for conflicts either way.

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So it's really your choice on which one you prefer. I know some people are die hard Google folks.

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I know other folks are also, like, die hard Apple or Microsoft. So

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now you have a little bit of options in terms of what you can use for your calendars.

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As you can see, you can add multiple different ones.

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You can also delete them if you'd like through the x here,

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and then you can also check for conflicts.

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So each of these toggles here is going to tell the system whether or not you want to check that calendar for conflicts.

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So if I wanted to check, you know, the llama lounge events, then I would check that off and I would make sure that I don't have any conflicts with those events.

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And that is just another calendar

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underneath of that base calendar.

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Once you have these all connected

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so once we have all of our connect calendars connected,

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that's where in this default calendar for creating your events, you can select which one you want to create it on.

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And you can decide if you want it to be on, you know, my work one or if you want it to be on something different.

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Now we're gonna go back into

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the demo account quick,

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and I'm gonna pull up the scheduling links. So underneath content

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and then down to scheduling links,

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this is gonna be where you can create those scheduling links.

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Now when you go in you're going to have your two buttons up here.

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You're going to have create a scheduling link and then you also have your scheduling preferences.

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Now whenever you click this your scheduling preferences,

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this is actually going to take you right back into your profile. So you can easily go right into it.

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You don't have to do the little drop down if you don't want to.

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You can also access it here in the scheduling links.

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There's also the availability

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presets here.

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Availability presets are a way for you to have, like, default availabilities,

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and you can plug those in across multiple different scheduling links.

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So if you want to have a new preset,

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we're gonna do our,

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coaching

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preset.

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And you don't have to use these either.

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You can decide if you want to use them or not, but you get to decide, like, what that availability range is going to be.

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This is going to be, like, for a per week basis.

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So if it is, like, you only want it on Monday, Wednesday, and Friday, and we're gonna say nine to five, but then maybe on Tuesdays and Thursdays,

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I actually want to have something like

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one to

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07:30.

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Right?

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So now it's going to allow you a little bit of control in terms of what your availability is going to be and how you can apply that on your scheduling links.

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So once you save it, you can use it. You can decide not to use it.

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It just allows you a way to easily plug in that same availability

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slots across those different links.

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Now when we go back into our scheduling links here,

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if we click create a scheduling link, this is going to be your pop up.

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This is going to be your starting point for creating those scheduling links, and you get to decide the main,

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the main things you really want to to decide is your link type,

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which is either individual, which is one to one. It's just between you and somebody else.

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Brown Robin, which would end up being between

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a mixture of folks. So you would end up having a pool of different admins

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within your account that could have their own scheduling links connected.

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And when somebody books, they would be randomly added to one of those people

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based on who's available

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at that time.

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So it will show a collective time of when people are available, but then as it go like, somebody goes in and selects a time, then it would just put it on one of your admins.

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Collective, on the other hand, is going to be

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a one to many, but vice versa.

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So it's one end user, and they're actually trying to book with multiple admins.

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So it will only show times that are available for all of your admins that have their links on that scheduling link.

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So that can be really great if you have a large team.

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Maybe you have, like, 10 people, and you guys all want to be able to sync with a customer. Right?

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You all want to meet with that one specific customer, then the collective is going to be a really great link for you.

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In my experience, I personally have not seen collective used very often.

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Round robin and individual are often the

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the main ones.

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When you go in to create either a round robin or a collective, you do need to make sure that you have an individual for yourself.

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So individual will always be the one that you want to start with because

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it's kind of the base.

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So it's it's gonna be what's used if it's going to be on a round robin or if it's on a collective or a coaching program or

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anything else. It's you're gonna wanna make sure that you create that weekly or that individual one.

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Now your name here that you're going to create for your scheduling link is going to be what the user is going to see for that scheduling link.

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So we are gonna do a coaching

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scheduling

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link,

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and then your,

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description is going to be what you want to tell them.

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So it's gonna show off onto the left hand side of the booking page, and I'll show you guys that as well.

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But whatever you want to give them in terms of, like, a heads up or kind of an idea of, like, what to expect.

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So,

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let's

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meet

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and

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talk

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about how I can help you.

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You can also override that default booking title, which is also going to be, like, when they go to actually book that time.

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So,

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let's meet.

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You can select your duration, so anywhere from five minutes all the way down to six hours and thirty minutes.

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So if you are someone who would have a large or long booking, with somebody, then you can absolutely do up to that six hours and thirty minutes.

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Otherwise, you can select a much smaller time as well.

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And then something that's newer that I'm not sure if you guys have seen yet or not is the default view, and that would be either weekly or monthly.

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So weekly is normal. That's, what a lot of you probably would have seen previously.

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Monthly is a newer feature that we just added,

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and it gives them a date picker, and I will show that here in just a minute as well.

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So once you have all of your base things ready, we're gonna create our scheduling link.

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It's gonna do some magic

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and it's going to show you kind of the further details that you can do.

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As you can see it's already showing my calendar and I'm sorry if it's overwhelming.

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So it's already pulling in all of the busy times,

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but now you can go back in and you can customize all of this further. So you can customize

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all of the things that we just did, but you can add additional things as well.

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So this is where we can add in our availability presets.

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So if we wanna do one of our presets that we just created

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or maybe this is a one off link and we actually want a different preset,

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availability that we don't plan on using elsewhere,

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that's where you can do that custom availability

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and you can do the exact same type of avail availability sets that you would on a preset.

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Only this is only for this scheduling link itself. It doesn't apply to any other ones.

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You wouldn't be able to just copy and paste it.

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You, of course, can duplicate that scheduling link if you'd like, but this would be unique to this scheduling link itself.

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You can also customize on this scheduling link itself where do you want the event to be created.

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So if you have a default, so for myself, it would be my work one.

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If you wanna have it on that one, you Calvin.

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Or if for this link only, you wanted to have it be say we want it on this calendar instead, then you could go ahead and connect that there.

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You can also do your location. So our options are either none, so not a location at all.

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You would have to give them that information externally.

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Google Meet, which would generate a Google Meet URL,

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based off of your calendar and automatically generate that for you both,

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or you can do Zoom or custom URL.

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When you do the Zoom, it's also going to create a matching Zoom event inside of Zoom as well, and it's going to share that link with them,

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and it's gonna be a unique link for them.

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Now I personally love the Zoom integration.

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I've probably told if any of you have been on one of my workshops, I probably have said this a million and seven times, but I do love the Zoom integration, and I do like how seamless

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it is.

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So you can do that as your location. Or, again, if you want, you can do that custom URL.

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Now if you want to get additional information from folks, say,

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maybe it's what's your favorite color, or what would you like to work on today,

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or, what is your favorite flavor of soda or something like that. Right?

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You can ask anything you want. You would just click add field,

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and we have all of our custom fields over here.

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Now if you have something that is a contact custom field,

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such as if you've added, like, phone number

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or,

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I'm trying to think of some other ones that are opt in.

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Phone number is usually a common one, but you can add that here, and and it will customize and update on their contact record.

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Now if it's not a custom field that is on the account level, that is a contact level custom field, then it would just live on the scheduling link information itself, and you can add anything here.

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So you can do a drop down box

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and add your different options.

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You can also do the, you know, multiline text.

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You can make them required if you would like, and you can customize all of these things.

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And, honestly, I, like, I absolutely love this part because there's so much you can do with it.

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You can get so much information with it, and it's really useful,

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as an Calvin, especially, to be able to get that information before booking with somebody.

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So if I fill out all of this information

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and say we're gonna also do

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multiline

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text, and let's see how I can

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for you.

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So you can customize all of these things. You can add the additional help text as well.

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You can also add this to their calendar invite if you would like, but you as an admin will always be able to see this information.

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So if you want them to also see the information,

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then you can do the include custom fields here.

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If you want to have this be like a paid link, so maybe you want somebody to pay per session,

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right, and you want them to pay x amount, This is where you would do the collect payment,

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and you connect it to a product.

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So once you connect it to a product, then you're able to accept money for the booking.

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And I will for simplicity's sake, I will create one here. So we're just gonna create a new

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scheduling

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product. I know this is super,

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like,

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imaginative as I'm creating all of this stuff, but,

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so we're just gonna do a price on it.

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You can decide if it's with or without tax, and we're just going to create that new product.

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So this is gonna be a brand new product, never been used for anything, but it's going to connect to this scheduling link.

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You can limit how many events can be created in a period.

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This is more useful if you want to make sure that you're not getting

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maybe 10 bookings in a day or maybe you have a limit of only 10 a week or, you know, six a month or what have you.

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You can limit that here

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in that,

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limit per period.

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You don't have to. If you leave it open, it's going to just book as many as possible,

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based off of people selecting that

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based off of your availability.

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So as you can see right now, I don't have a ton availability on this scheduling link.

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But if I want to, I can actually

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show my free slots here,

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which is also a really cool tree trick is being able to go up here and show those free slots so you can get a bit of an idea of how many events

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would be available based off of your current availability.

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So as you can see, it's already pulling in all that information.

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It's already blocking out time, so I don't have double bookings.

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And then it's also gonna show me, yes, I can actually fit a couple more in between each of these different spots.

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You can also overlay your calendar.

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I'm not going to do that because I know it's gonna look very overwhelming, but it allows you to kind of see what's going on with your existing calendar

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based off of what you have on your busy times.

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And then you can also go up here and choose which calendars to overlay as well, similar to checking for those conflicts.

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If you wanted to update who you where you wanna check for conflicts,

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you can do that right here as well. So even though it's set in your profile,

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maybe you decide you change your mind, you wanna add a couple more calendars,

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you can do that here.

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The important part is is that if you update that even inside the scheduling link, it's going to apply for your profile as a whole,

284
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and it's going to apply for all of your scheduling links.

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So if you update where you're checking for conflicts, just be conscious that it's going to apply everywhere,

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and it's not just for this scheduling link.

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So it is awesome that you can customize it and you can update it inside of the scheduling link,

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but also that it'll apply everywhere.

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Let's see. You can add additional custom copy to your event information.

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So every time that somebody books an event with you, they will automatically get a calendar invite.

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So on that calendar invite, like I said, you can add the custom fields, but you can also add additional text.

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Maybe you want to give them,

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a little bit of information

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in addition to that,

295
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event

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calendar invite that it's already gonna be on

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there. You can also now redirect them to a custom URL after they book.

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So once they have confirmed their booking, send them to a special landing page or maybe,

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I've seen some folks they use it where they want them to fill out a survey after. Right?

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This is a great place for you to direct them to that survey after they booked so you can get that additional information.

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Maybe you wanna

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00:21:07.970 --> 00:21:13.990
know more about, you know, some people do, health related things, so they might wanna know about symptoms or,

303
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what are the things that you're experiencing.

304
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You can also start an automation.

305
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Automations are gonna be super useful if you want to use reminders.

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If you wanna send them reminders leading up to their event, you'll wanna connect to that automation here, and you can either use any of the defaults, so any of these four defaults,

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or

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create a brand new one.

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If you decide to create a new one, that is a better idea if you wanna have more specific information

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in regards to this scheduling link. So if you wanna add, you know, additional expectations

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that you necessarily don't wanna have across all events,

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then creating a brand new one is great.

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Otherwise, if you're okay with that just a simple custom copy,

314
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event reminder, then the normal

315
00:22:03.419 --> 00:22:06.960
one is okay. You can also disallow the rescheduling.

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You can also use the meta conversion event.

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To be quite honest, I'm not completely familiar with the meta conversion events, so do not quiz me on that, please.

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And then you can also override, like, your event title.

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So this is going to be what is gonna show on their event

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that is created in their calendar. So, like, I have my override in my profile settings.

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You can also override it on the scheduling link itself so that this could be more unique for this one specifically.

322
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And then we have all of those buffers, the buffers before and after the events,

323
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if you want to override what is existing on your profile.

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These are gonna be for this scheduling link only, and the same with the minimum notice and all of these additional settings of, like, whether or not they can reschedule

325
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and if they have to have a reason.

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All of these will override whatever is in your profile settings so that it can be only for this event.

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Now Now I'm gonna click here and click save changes.

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And then in our automation tab here, we're able to see all of those events,

329
00:23:10.789 --> 00:23:13.130
related emails that they're going to see afterwards.

330
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Now whenever

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connecting an automation related to a scheduling link, you wanna make sure that your wait steps are all based off of event start

332
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or event end. You can always,

333
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you can always add additional steps if you would like.

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For myself, I know that I've seen some folks like to send an additional email, like a follow-up after an event has ended.

335
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So you can always add a step here,

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select wait,

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you can do event end, and then you can decide how far you want it to be.

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So I'm gonna do just, like, maybe one hour.

339
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I'm gonna click save.

340
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And now I can add an email that will send after that event has ended.

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And this is gonna go based off of however your event is created.

342
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If your event is a thirty minute link

343
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and you maybe you do go over, it's it's not going to take that into consideration because it's only going to do what you have it set as.

344
00:24:12.145 --> 00:24:15.105
It's not going to take into the, you know, the hue we're human. Right?

345
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We all like to talk or some of us like to talk. Right?

346
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And so it's easy to go over, and it's not gonna take that into consideration.

347
00:24:21.840 --> 00:24:24.420
It's just gonna go based off of what you have it set as.

348
00:24:24.640 --> 00:24:27.700
But it is a great way to be able to send that follow-up.

349
00:24:28.160 --> 00:24:34.100
And because it's based off of the event start, it's always going to be taking into consideration

350
00:24:34.725 --> 00:24:37.225
whatever the booking is that someone created.

351
00:24:37.605 --> 00:24:41.065
And that way you can easily apply it for other places as well.

352
00:24:41.684 --> 00:24:42.184
Now

353
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I'm gonna show you guys in a new tab.

354
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So this is what the scheduling looks scheduling link looks like once you've created it.

355
00:24:50.840 --> 00:24:52.620
You're able to select a date.

356
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They can go in here and select their time. And as you can see, this is that override

357
00:24:57.880 --> 00:24:58.380
title

358
00:24:58.680 --> 00:25:03.075
for booking that I had created, so it's not going to say the coaching scheduling link.

359
00:25:03.315 --> 00:25:05.815
They're able to see all of their information here.

360
00:25:06.195 --> 00:25:09.255
They can go here and select a new date if they want.

361
00:25:09.794 --> 00:25:16.774
And that's a new addition, I believe, with the weekly view is that they are able to see that monthly view off to the left,

362
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but they're able to select here

363
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and pick their time, fill out their information.

364
00:25:22.330 --> 00:25:26.750
We also recently updated it so that if it is a paid scheduling link,

365
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it now says proceed to payment.

366
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So if somebody needs to pay

367
00:25:31.850 --> 00:25:33.630
in order to confirm their booking,

368
00:25:34.285 --> 00:25:37.025
then they are going to see, like, I need to proceed to payment

369
00:25:37.485 --> 00:25:38.225
instead of

370
00:25:39.005 --> 00:25:41.985
schedule my event, right, which I think is what it said previously.

371
00:25:43.325 --> 00:25:50.790
Now if I go back into this, I'm gonna show you guys quick leave what the monthly date picker looks like on the scheduling link.

372
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So we'll just do that.

373
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So now we have more of

374
00:25:56.690 --> 00:26:07.725
this view where it has the date of the calendar here and doesn't actually have that weekly view, and they would select the date within that month, and then they can select their time.

375
00:26:08.105 --> 00:26:13.645
Now if you this is more so I think some people like this type of view from, like, Calendly

376
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if you are transitioning from them.

377
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And,

378
00:26:17.160 --> 00:26:25.500
so it gives a little bit more of that feel, but you get to pick what the default is that your members are going to see when they are booking their events with you.

379
00:26:25.720 --> 00:26:28.460
Now I'm gonna go in and I'm gonna select a date and time,

380
00:26:29.075 --> 00:26:32.695
and I'm just gonna show you guys kind of what it looks like

381
00:26:33.555 --> 00:26:35.735
when somebody goes and books with you.

382
00:26:37.395 --> 00:26:39.175
So I'm just gonna throw in

383
00:26:40.115 --> 00:26:40.775
a email

384
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and now we're gonna select proceed to payment.

385
00:26:46.920 --> 00:26:50.140
So now they're gonna have fifteen minutes to confirm their booking.

386
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If somebody does not finish checking out and does not finish paying within that fifteen minute window, their booking will automatically be canceled.

387
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And it will not be confirmed. It won't be added to your Calvin. Nothing.

388
00:27:03.335 --> 00:27:05.275
And it will show as a canceled event.

389
00:27:05.735 --> 00:27:07.195
But we can go here.

390
00:27:07.895 --> 00:27:09.435
I'm just gonna fill this out.

391
00:27:09.840 --> 00:27:10.340
And

392
00:27:11.440 --> 00:27:13.220
we don't want to use this

393
00:27:13.600 --> 00:27:14.340
at all.

394
00:27:15.200 --> 00:27:16.980
We're gonna just do that bank transfer.

395
00:27:18.159 --> 00:27:19.779
And we're gonna select continue.

396
00:27:20.080 --> 00:27:21.885
So now I'm booking this.

397
00:27:22.285 --> 00:27:26.785
As an admin, I'm gonna go in and I'm gonna confirm this because it was a bank transfer.

398
00:27:29.245 --> 00:27:31.345
And we're just gonna register that payment.

399
00:27:37.460 --> 00:27:39.720
And now we can go back into our events,

400
00:27:40.020 --> 00:27:42.680
and we see that we now have this event that is booked.

401
00:27:42.980 --> 00:27:46.760
So whenever somebody has it booked, it's they're gonna get an email.

402
00:27:46.935 --> 00:27:51.435
I'm gonna get an email, and now we're able to go in and look at that event.

403
00:27:51.655 --> 00:27:53.755
So as an admin, you can see it.

404
00:27:53.815 --> 00:27:58.475
If you wanted to, if you have multiple different admins in your account, you can reassign it.

405
00:27:58.775 --> 00:28:03.860
So if something comes up, maybe you can't make that meeting, somebody else offered to do it.

406
00:28:03.920 --> 00:28:08.900
I can go here and I can reassign it. So I can throw this on, Ally's calendar.

407
00:28:09.360 --> 00:28:13.140
It says she's not available. We're we're gonna we're gonna reassign it anyways.

408
00:28:14.804 --> 00:28:16.904
And it doesn't wanna let me.

409
00:28:21.445 --> 00:28:26.745
So now you can see all of this information. You can see exactly what they submitted on their, like,

410
00:28:27.130 --> 00:28:27.630
booking

411
00:28:28.090 --> 00:28:31.230
form, and then you can also go to their contact record.

412
00:28:32.490 --> 00:28:34.590
And you can see that they're in this automation.

413
00:28:34.809 --> 00:28:40.510
They have this upcoming event right here, as well as what scheduling link that that it was created through.

414
00:28:41.025 --> 00:28:46.805
And we're able to kind of see, like, if they have multiple different ones, like, this is what they were gonna have.

415
00:28:46.945 --> 00:28:47.765
Now this

416
00:28:48.225 --> 00:28:50.645
person should have gotten a event

417
00:28:51.425 --> 00:28:52.305
email right here.

418
00:28:52.305 --> 00:28:57.260
So you can see that they got the, calendar invite saying, you know, this is your new event.

419
00:28:57.260 --> 00:28:58.800
This is when it is.

420
00:28:59.500 --> 00:29:08.240
And so that's awesome if you don't already know that little trick is there's the transactional tab that ends up showing, like, your calendar invites and things like that.

421
00:29:09.904 --> 00:29:14.644
Let's see. One other thing. I didn't quite get the, like, a okay,

422
00:29:15.184 --> 00:29:16.565
but I'm gonna do it anyways,

423
00:29:17.264 --> 00:29:23.044
because we have this coming up, and I'm so freaking excited for it to, like, be released to everybody.

424
00:29:23.910 --> 00:29:28.310
Now it's not yet released to everybody because this is the one off,

425
00:29:28.950 --> 00:29:30.090
scheduling option.

426
00:29:30.950 --> 00:29:32.010
The reason being

427
00:29:32.390 --> 00:29:39.585
is right now they have one last thing to fix, and that is whenever you go in here so I'm gonna highlight all of this,

428
00:29:40.304 --> 00:29:41.765
and I can either allow,

429
00:29:42.544 --> 00:29:44.404
block, or force allow.

430
00:29:44.945 --> 00:29:50.645
So if you don't already have that available in your time so if I wanted to force allow this,

431
00:29:51.505 --> 00:29:54.540
then I could automatically allow people to book in that time.

432
00:29:54.540 --> 00:29:56.540
Now it's not something that's already available. Right?

433
00:29:56.540 --> 00:30:01.280
And maybe I decided to open up my calendar for that day. Right? Super I'm so excited for this.

434
00:30:01.660 --> 00:30:08.595
Now the reason it's not yet released is whenever you force allow it, it works great if you have nothing there.

435
00:30:08.595 --> 00:30:09.095
Right?

436
00:30:09.235 --> 00:30:15.415
But if you have something that's already booked, that's where it's not overriding those booked things or the busy times.

437
00:30:15.555 --> 00:30:19.415
And so we're just getting that last little tweak out, and then it'll be available.

438
00:30:19.715 --> 00:30:23.100
But you can also go in and block it. So previously,

439
00:30:23.720 --> 00:30:29.820
if you needed to block out a day, we had to do it on our calendar and make sure that our calendar shows off as busy.

440
00:30:30.360 --> 00:30:30.860
Now

441
00:30:31.720 --> 00:30:35.419
soon, very soon, we will have the override availability

442
00:30:36.025 --> 00:30:40.665
where you can do the full day and you could block it out or you can do multiple days.

443
00:30:40.665 --> 00:30:43.325
And you can do that right in your scheduling link itself.

444
00:30:45.385 --> 00:30:48.445
Let's see. I'm trying to make sure I wrote notes and

445
00:30:49.039 --> 00:30:50.260
wanna make sure I haven't

446
00:30:50.799 --> 00:30:51.299
forgotten

447
00:30:51.600 --> 00:30:52.100
anything.

448
00:30:54.559 --> 00:30:56.340
I think that was everything.

449
00:30:58.559 --> 00:31:00.899
A quick overview of what everything is.

450
00:31:01.120 --> 00:31:10.554
Now like I said, whenever you create these events, these scheduling links and things like that, they're gonna be super helpful, especially if you decide to use things like our coaching programs.

451
00:31:10.855 --> 00:31:19.115
Because the the scheduling links are the root of how you decide those availabilities and how people can book with you if you decide to use the scheduling programs,

452
00:31:19.570 --> 00:31:23.270
which allows multiple different sessions within a package.

453
00:31:24.290 --> 00:31:29.030
Now I'm gonna stop sharing. I see that we have all kinds of comments in the questions

454
00:31:31.010 --> 00:31:33.430
or all kinds of questions in the comments.

455
00:31:34.705 --> 00:31:36.725
Words are not my friend, apparently.

456
00:31:37.745 --> 00:31:41.285
Ryan, I will get to your question in just a minute. I just wanna make sure I didn't get this.

457
00:31:41.505 --> 00:31:44.805
Adam, if I can't see my busy times, what have I missed?

458
00:31:45.105 --> 00:31:45.605
Okay.

459
00:31:46.225 --> 00:31:48.405
I might have to look into that. You should

460
00:31:48.705 --> 00:31:49.845
be able to

461
00:31:50.920 --> 00:31:53.260
see your busy times on the Outlook.

462
00:31:55.240 --> 00:31:57.240
Okay. When personalizing the defend

463
00:31:57.560 --> 00:32:00.940
the default event title, it would be great to be able to see a preview.

464
00:32:01.960 --> 00:32:05.755
Yes. So that is where, like, viewing it as the end user,

465
00:32:06.535 --> 00:32:07.275
is helpful.

466
00:32:07.655 --> 00:32:08.235
And then,

467
00:32:08.775 --> 00:32:16.315
yeah, I would just say, like, view your scheduling link in another tab, and then that way you can kind of see, like, what it's going to look like.

468
00:32:16.375 --> 00:32:22.210
So the I I think you were talking about the booking title booking form. Right,

469
00:32:22.910 --> 00:32:23.410
Beatrice?

470
00:32:25.310 --> 00:32:26.530
I was talking

471
00:32:26.990 --> 00:32:30.850
in the general setting, in your profile setting, in the scheduling tab.

472
00:32:31.525 --> 00:32:32.345
Oh, okay.

473
00:32:32.645 --> 00:32:36.345
Like, in terms of where you put your little emoji in there.

474
00:32:36.805 --> 00:32:37.305
Yeah.

475
00:32:37.685 --> 00:32:42.185
But as you are building that, it would be so great to just see a preview

476
00:32:42.885 --> 00:32:48.090
so that we don't have to go into another tab and then and then, you know, test it out that way.

477
00:32:48.090 --> 00:32:50.590
It would just be great to see what it looks like.

478
00:32:51.050 --> 00:32:53.310
Yeah. I know it's a lot to ask, but

479
00:32:54.490 --> 00:32:57.950
You know what? There's always the option of adding a feature request. Right?

480
00:32:59.575 --> 00:33:01.335
So I'll I'll double check that.

481
00:33:01.335 --> 00:33:06.315
So basically, you're saying you can I don't have to be in another account? Right? I can go

482
00:33:06.695 --> 00:33:10.554
on a different tab in my browser and see what it looks like?

483
00:33:11.510 --> 00:33:14.570
Yeah. So, I mean, when you're like, the actual event

484
00:33:14.870 --> 00:33:15.370
description,

485
00:33:15.909 --> 00:33:19.370
that would like, you would want to have, like, an event actually created.

486
00:33:20.390 --> 00:33:23.350
So if I pull up this event, for example

487
00:33:24.375 --> 00:33:24.875
let

488
00:33:25.255 --> 00:33:26.955
me share my screen again.

489
00:33:27.335 --> 00:33:30.315
Thank you. So this is the event that I just created,

490
00:33:30.855 --> 00:33:36.395
with you guys. And so this is going to be what is gonna show on that calendar invite as well.

491
00:33:36.455 --> 00:33:37.755
So the event itself,

492
00:33:38.760 --> 00:33:41.260
and then what it's gonna show for that person.

493
00:33:43.000 --> 00:33:44.940
Thank you. I'll double check that.

494
00:33:45.480 --> 00:33:46.380
K. Perfect.

495
00:33:47.320 --> 00:33:49.580
Okay. I'm going down the comments real quick.

496
00:33:50.440 --> 00:33:56.735
To both change the default view, I'm not sure of changing the default view in bulk,

497
00:33:57.515 --> 00:34:01.935
for your scheduling links, but that is a very good question. I will have to follow-up on that.

498
00:34:04.555 --> 00:34:08.550
Yeah. I didn't see the option, Justin. I think it would be a good add as well.

499
00:34:08.710 --> 00:34:13.530
Because, like, when you have 20 scheduling links and you have a preference for a monthly view,

500
00:34:14.469 --> 00:34:18.810
it would be great to just, you know, click on all and just change it.

501
00:34:19.670 --> 00:34:21.210
Right. No. I totally

502
00:34:21.665 --> 00:34:24.244
totally get that, especially because it's, like, a newer option.

503
00:34:24.545 --> 00:34:28.005
And so a lot of folks are probably already defaulted to the weekly.

504
00:34:28.385 --> 00:34:32.645
So I I definitely see the value in it, and I'm happy to bring that up with the team.

505
00:34:33.025 --> 00:34:36.989
Maggie, I can't see my calendar on scheduling page. How do I link to it?

506
00:34:37.230 --> 00:34:42.530
So that would with Apple Calvin, it is only read only. It is not,

507
00:34:43.150 --> 00:34:47.010
you can't create the events on it right now. So you would only

508
00:34:47.710 --> 00:34:51.810
be able showing, I I it's not showing my actual calendar

509
00:34:52.190 --> 00:34:56.014
blocks that are scheduled already. It's not showing it's just showing open.

510
00:34:56.014 --> 00:34:58.195
It didn't seem to link with my Apple calendar.

511
00:34:59.055 --> 00:35:00.915
And do you have a public,

512
00:35:02.415 --> 00:35:03.395
calendar link?

513
00:35:04.415 --> 00:35:05.714
Public. No.

514
00:35:06.260 --> 00:35:07.000
What do you mean?

515
00:35:07.460 --> 00:35:11.400
So so with Apple Calvin, the calendar itself has to be public,

516
00:35:11.940 --> 00:35:14.359
and then you have to link with the URL.

517
00:35:16.020 --> 00:35:18.200
Okay. I'll work on that. Okay.

518
00:35:18.595 --> 00:35:19.095
Perfect.

519
00:35:20.195 --> 00:35:20.675
Okay.

520
00:35:20.675 --> 00:35:25.175
It'd be great if some of these features, like adding the phone number, could be part of the general settings.

521
00:35:27.315 --> 00:35:31.735
That's a good point, especially with the phone number part. So I can bring that up with the team.

522
00:35:32.180 --> 00:35:37.160
I learned the hard way that, you have to use the scheduling links at the funnel entry instead of starting with the sale page.

523
00:35:39.380 --> 00:35:39.860
Yes.

524
00:35:39.860 --> 00:35:47.400
So if you want the payment of a product to be directly connected to a scheduling link, you would want to make sure that

525
00:35:47.765 --> 00:35:49.305
the scheduling link is first.

526
00:35:49.845 --> 00:35:53.625
I think there has been some discussion about looking at, allowing

527
00:35:54.165 --> 00:35:56.345
it to be either way, but I'm not

528
00:35:57.045 --> 00:35:59.545
entirely sure about that or where it's gone.

529
00:36:00.485 --> 00:36:04.470
It might have been something done and and talked about in passing, but there's been

530
00:36:04.849 --> 00:36:05.569
a lot of,

531
00:36:05.970 --> 00:36:09.270
updates and things like that with scheduling links.

532
00:36:10.530 --> 00:36:15.270
What oh, one other thing I forgot to show you guys is actually what it looks like

533
00:36:15.675 --> 00:36:16.175
for

534
00:36:16.475 --> 00:36:17.455
the user

535
00:36:18.235 --> 00:36:20.335
once they have a booking and

536
00:36:21.355 --> 00:36:22.815
they are on your vendor.

537
00:36:23.435 --> 00:36:25.615
Whenever they go to their vendor dashboard,

538
00:36:26.155 --> 00:36:30.780
they're able to see their upcoming meetings here as well. So if they're underneath your,

539
00:36:31.100 --> 00:36:32.540
vendor your vendor,

540
00:36:32.940 --> 00:36:35.200
which is the dashboard underneath your main,

541
00:36:35.740 --> 00:36:37.760
site, then they're able to see those bookings

542
00:36:38.140 --> 00:36:40.640
connected to what they have coming up with you as well.

543
00:36:42.995 --> 00:36:44.295
Okay. Let's see.

544
00:36:44.515 --> 00:36:49.735
When you say vendor, you mean any of our clients are considered vendors, or do they have to have

545
00:36:50.275 --> 00:36:51.655
You are considered a vendor.

546
00:36:52.755 --> 00:36:53.472
So Simplero,

547
00:36:54.195 --> 00:36:57.015
there's a Simplero global dashboard. Right?

548
00:36:57.420 --> 00:37:02.240
And that would be underneath your profile. And then there's also vendor specific dashboards.

549
00:37:02.700 --> 00:37:05.119
So that would be that somebody went to your

550
00:37:05.420 --> 00:37:07.359
vendor, like your account specifically,

551
00:37:07.980 --> 00:37:11.119
and they were viewing what they have coming up with you. Because

552
00:37:11.525 --> 00:37:13.945
one Simplero user, end user,

553
00:37:14.245 --> 00:37:14.985
could potentially

554
00:37:15.605 --> 00:37:17.385
be across multiple different accounts.

555
00:37:17.685 --> 00:37:20.905
Right? And so they might need to go to different vendors for different things.

556
00:37:23.380 --> 00:37:26.760
Why are my existing automations not showing in the SL page?

557
00:37:26.900 --> 00:37:29.400
I think it depends on how you have it connected.

558
00:37:29.780 --> 00:37:33.160
Do you have it connected via a trigger, or do you have it through the automation

559
00:37:34.660 --> 00:37:35.800
section specifically?

560
00:37:36.500 --> 00:37:37.000
Automation.

561
00:37:39.135 --> 00:37:41.075
Automation. And it's not showing.

562
00:37:41.375 --> 00:37:46.035
I would have to Yeah. And I and I haven't figured that out. I had this issue multiple times.

563
00:37:46.415 --> 00:37:51.235
I have a number of automations, including for one for appointments and one for events.

564
00:37:52.260 --> 00:37:52.760
And

565
00:37:53.140 --> 00:37:57.800
I don't understand why sometimes I can see those in the scheduling, sometimes

566
00:37:58.100 --> 00:37:58.760
I can't.

567
00:37:59.220 --> 00:38:05.240
Bottom line is I don't use the automation in scheduling links. I use the automation. I just,

568
00:38:05.620 --> 00:38:06.280
you know,

569
00:38:07.644 --> 00:38:10.385
put the settings of my automation by including

570
00:38:10.765 --> 00:38:12.464
all the different events that

571
00:38:12.845 --> 00:38:14.944
that could be related to, or the appointments

572
00:38:15.325 --> 00:38:16.704
that could be related to

573
00:38:17.325 --> 00:38:20.704
as an entry point to my automations. Do you do you see what I mean?

574
00:38:21.085 --> 00:38:21.585
Right.

575
00:38:24.440 --> 00:38:24.760
Yeah.

576
00:38:24.760 --> 00:38:30.140
I would say that it's probably because it needs to be connected through the automation tab within the scheduling link.

577
00:38:30.760 --> 00:38:34.940
So that way, it's, like, directly connected because it's likely using a trigger instead.

578
00:38:37.705 --> 00:38:40.605
So you would recommend that the automation starts

579
00:38:41.705 --> 00:38:44.125
with the scheduling link, that it'd

580
00:38:45.225 --> 00:38:47.484
be directly connected to the scheduling link?

581
00:38:47.945 --> 00:38:50.685
If you wanna see it in the automation tab, yes.

582
00:38:51.620 --> 00:38:52.840
And also because

583
00:38:53.620 --> 00:38:59.560
when you connect it directly through the automation tab, then it's going to automatically start and stop the automation

584
00:39:00.020 --> 00:39:04.035
and, like, restart it if somebody were to cancel or to book or things like that.

585
00:39:04.194 --> 00:39:05.734
Whereas if it's through a trigger,

586
00:39:06.035 --> 00:39:07.095
it doesn't necessarily

587
00:39:08.515 --> 00:39:11.335
like, if you do it, like, based off of the booking being created,

588
00:39:11.635 --> 00:39:15.734
then it will start the automation based off of it created, but it's not as intuitive

589
00:39:16.115 --> 00:39:20.290
of, like, stopping it or restarting it if they cancel or reschedule.

590
00:39:21.150 --> 00:39:25.570
And you can use the same automation for multiple scheduling links? Yes, ma'am.

591
00:39:26.590 --> 00:39:30.910
So yeah. So I'm not sure I understand because I have automations that are connected to

592
00:39:31.994 --> 00:39:37.214
okay. I need to go back to that, Justin. Thank you. I'll just I'm not gonna monopolize this, but

593
00:39:37.595 --> 00:39:41.055
this is I'm just trying to get through all of the questions that are in the comments.

594
00:39:42.394 --> 00:39:47.900
Can I add an affiliate email address or someone else in addition if they book and should take part in the meeting?

595
00:39:48.359 --> 00:39:50.380
Are you meaning, like, as a secondary,

596
00:39:50.760 --> 00:39:52.780
like, guest or, like

597
00:39:53.880 --> 00:39:56.539
not sure I fully understand your your question also.

598
00:39:58.280 --> 00:39:59.880
It's it's it's somebody is,

599
00:40:00.520 --> 00:40:02.984
helping me booking meetings. And when

600
00:40:03.285 --> 00:40:03.945
they get

601
00:40:04.405 --> 00:40:08.265
somebody to to take part in a meeting with me and he makes the event

602
00:40:08.565 --> 00:40:10.905
because he does it instead of the customer,

603
00:40:11.685 --> 00:40:13.145
so is it possible to

604
00:40:13.445 --> 00:40:15.605
have, for instance, an affiliate that,

605
00:40:16.244 --> 00:40:17.865
book meetings with me

606
00:40:18.300 --> 00:40:23.120
to also be included in at least the yes. In the be included in the,

607
00:40:24.300 --> 00:40:25.920
get an email about the event.

608
00:40:27.980 --> 00:40:29.360
Only if you did the collective.

609
00:40:30.060 --> 00:40:35.929
Otherwise, you could do, like, a notification email to them specifically. Yes. We can't

610
00:40:36.350 --> 00:40:38.872
it's nothing in the setup that,

611
00:40:39.293 --> 00:40:40.974
add a third email

612
00:40:41.395 --> 00:40:44.337
a third person by default. It's not

613
00:40:44.758 --> 00:40:45.178
Right.

614
00:40:45.598 --> 00:40:46.439
It's not

615
00:40:46.940 --> 00:40:49.200
No way to add, like, a guest right now.

616
00:40:50.220 --> 00:40:50.720
Okay.

617
00:40:52.140 --> 00:40:53.500
Yeah. Can they add

618
00:40:54.460 --> 00:40:57.360
are they automatic automatically added to the customer list?

619
00:40:57.420 --> 00:41:01.755
If you mean in terms of, like, a newsletter list, like, or an email list, no.

620
00:41:01.755 --> 00:41:06.255
You would need to add, like, a trigger or something I would encourage in, like, your automation.

621
00:41:06.474 --> 00:41:08.255
So it's just, like, right off the bat.

622
00:41:08.555 --> 00:41:09.535
So then they get,

623
00:41:10.154 --> 00:41:12.494
subscribed to your list, and then they go through,

624
00:41:13.194 --> 00:41:14.974
the rest of your automation series.

625
00:41:15.540 --> 00:41:17.880
Can you show again how to change to monthly?

626
00:41:18.980 --> 00:41:22.120
So that is in the scheduling link itself.

627
00:41:22.580 --> 00:41:24.420
So if I go back to

628
00:41:27.780 --> 00:41:28.180
okay.

629
00:41:28.180 --> 00:41:35.865
So if I go back to the scheduling link here, so we have this default view here, and so you have the drop down of either weekly or monthly.

630
00:41:36.085 --> 00:41:39.145
So that's gonna change what that view looks like for them,

631
00:41:39.605 --> 00:41:40.825
when they go to book.

632
00:41:43.490 --> 00:41:43.990
Let's

633
00:41:45.890 --> 00:41:50.309
see. Is there a way to add your logo? Desiree, can you share where you're meaning?

634
00:41:53.250 --> 00:41:54.869
I'm sorry. What was the question?

635
00:41:55.425 --> 00:42:00.085
In the comments, you put, is there a way to add your logo? Are you meaning on the scheduling page?

636
00:42:00.705 --> 00:42:04.805
Yeah. Is there a way to add your logo on the scheduling page, like, just

637
00:42:05.985 --> 00:42:09.810
across the top? I I'm using Acuity right now, and you could do that.

638
00:42:10.050 --> 00:42:12.630
So I'm just curious if you could do that here also.

639
00:42:14.370 --> 00:42:17.010
Barely certain yeah. It should be going off of your,

640
00:42:17.890 --> 00:42:19.830
site, like your main site logo.

641
00:42:20.210 --> 00:42:22.550
So depending on what you can do for that.

642
00:42:23.405 --> 00:42:25.265
Let me throw one in fast.

643
00:42:28.605 --> 00:42:29.425
There we go.

644
00:42:30.605 --> 00:42:32.145
And we'll just refresh that.

645
00:42:35.405 --> 00:42:37.825
Maybe. Maybe it doesn't wanna work for me today.

646
00:42:38.810 --> 00:42:45.310
But, yeah, from my experience, I believe it's supposed to be taking from your main site, but I will double check just in case.

647
00:42:46.490 --> 00:42:47.550
Great. Thank you.

648
00:42:49.050 --> 00:42:52.830
How do I connect my Zoom account for scheduling? Oh, that is a great question.

649
00:42:53.075 --> 00:42:55.175
So if you want to use the Zoom,

650
00:42:55.635 --> 00:42:58.935
so you would end up going into your settings here

651
00:42:59.315 --> 00:43:00.855
and then go down to integrations.

652
00:43:02.275 --> 00:43:04.515
And then this is where you can add that Zoom account.

653
00:43:04.515 --> 00:43:06.855
So we already have a few different ones connected,

654
00:43:07.700 --> 00:43:09.000
but you would scroll down here,

655
00:43:09.380 --> 00:43:11.400
select the option to connect to Zoom.

656
00:43:11.779 --> 00:43:12.920
It's gonna do

657
00:43:13.539 --> 00:43:18.019
a screen like this where you will if you're not already logged in, you're gonna be encouraged to log in.

658
00:43:18.019 --> 00:43:22.975
And then once you do, you're gonna wanna do allow this app to use my shared permission permissions

659
00:43:23.515 --> 00:43:26.975
and then select allow, and then it's gonna just seamlessly be synced.

660
00:43:28.075 --> 00:43:30.655
It's also super helpful if you end up doing group,

661
00:43:31.115 --> 00:43:36.015
events just because there's additional features related to Zoom events specifically.

662
00:43:38.350 --> 00:43:38.850
Okay.

663
00:43:41.790 --> 00:43:45.170
Can I connect teams with scheduling links? No. Not at this time,

664
00:43:46.030 --> 00:43:49.390
but that is a good point. Teams to scheduling links.

665
00:43:49.390 --> 00:43:53.155
So I'm making note so I can bring some of these things up to the team.

666
00:43:54.355 --> 00:43:57.494
I think the issue is that some of my automations are set to flexible.

667
00:43:58.675 --> 00:44:02.615
You should still see it in your automations tab if you connected it directly.

668
00:44:03.420 --> 00:44:07.359
I don't think it should matter. It should just give you, like, an, message saying,

669
00:44:08.540 --> 00:44:10.480
like, this is a flexible,

670
00:44:11.339 --> 00:44:14.400
automation. I just I just looked at it. So I couldn't

671
00:44:14.780 --> 00:44:19.305
find the automation on the scheduling link page when you create create it.

672
00:44:19.445 --> 00:44:22.025
But when I checked on the automation tab,

673
00:44:22.965 --> 00:44:26.825
then I was able to find that automation. And then I had a little,

674
00:44:27.205 --> 00:44:30.085
warning sign that that automation was flexible.

675
00:44:30.085 --> 00:44:33.945
So that I changed it, and now I don't now I can see it in the

676
00:44:34.470 --> 00:44:36.650
actual scheduling link page.

677
00:44:37.270 --> 00:44:41.770
Perfect. So yeah. It's weird, but I'm navigating it. Yeah.

678
00:44:42.790 --> 00:44:51.035
As, like, a a a tip, if you ever wanna have, like, a automation that is specific to events of any capacity, whether it's group events or scheduling link events,

679
00:44:51.655 --> 00:44:56.235
have it as event participant because it it just is more intuitive, and

680
00:44:56.535 --> 00:45:00.315
it works better that way in terms of how things work on the back end.

681
00:45:01.970 --> 00:45:05.510
Okay. Ryan, thank you for your patience. I see you have your hand raised.

682
00:45:06.050 --> 00:45:08.309
How's it going? What questions do you have? Good.

683
00:45:08.609 --> 00:45:10.530
Good. I got a couple quick ones and then,

684
00:45:11.329 --> 00:45:13.569
maybe another one that we may have at the table. But,

685
00:45:14.595 --> 00:45:21.475
the block or force thing on the calendar that you showed or demoed, is that gonna be for that event only, or is that universal across the things?

686
00:45:21.475 --> 00:45:22.775
If I unblock Friday,

687
00:45:23.475 --> 00:45:29.815
is that they can only book that of that meeting type on Friday, or that unblock my entire calendar for any event on Friday?

688
00:45:30.320 --> 00:45:32.580
It would be specific to that scheduling link.

689
00:45:33.119 --> 00:45:34.260
Okay. K.

690
00:45:35.360 --> 00:45:37.619
And then there's not a a universal

691
00:45:37.920 --> 00:45:38.420
unblock,

692
00:45:39.440 --> 00:45:42.020
feature. It's just per thing. I guess there's not a universal

693
00:45:42.320 --> 00:45:43.860
capability for that from now?

694
00:45:44.415 --> 00:45:48.895
No. But this is kind of like version one of adding the features, so I wouldn't

695
00:45:49.855 --> 00:45:54.275
I would imagine that the team would consider adding that down the road. It's just

696
00:45:54.895 --> 00:45:56.835
gotta get it Okay. The first part.

697
00:45:57.375 --> 00:46:00.990
That's fine. I just wanna make sure I didn't miss that that part because I kinda jumped in late.

698
00:46:01.530 --> 00:46:05.470
The Apple calendar thing, I have the same issue as I think everybody else has.

699
00:46:05.770 --> 00:46:07.070
Liz and you keep mentioning,

700
00:46:07.930 --> 00:46:08.910
the public,

701
00:46:09.530 --> 00:46:12.915
URL for an Apple calendar. I don't know what you guys are are talking about.

702
00:46:12.915 --> 00:46:19.095
The only thing I ever see on this that says add an ICS Calvin, and I have to, like, upload a file or an ICS

703
00:46:19.555 --> 00:46:24.195
calendar. Is there a or is that ask for a link oh, I guess it does ask for a URL. Never mind.

704
00:46:24.195 --> 00:46:32.790
I thought it I maybe I didn't get past the the button because I usually, in ICS is all that the file that you guys attach, and so I just thought it was asking for an ICS file.

705
00:46:32.790 --> 00:46:35.050
And I was like, well, that's not gonna update anything.

706
00:46:35.990 --> 00:46:40.845
So that that's maybe confusing. So maybe maybe you guys need to change that to, link,

707
00:46:41.484 --> 00:46:44.365
Apple Calvin or something? Because that that's what I had in my mind.

708
00:46:44.365 --> 00:46:46.625
I didn't even click it because ICS is a file,

709
00:46:46.925 --> 00:46:52.365
not a a URL link usually. So I I get confused on that. So it it does connect. It just it pulls.

710
00:46:52.365 --> 00:46:53.585
It doesn't push. Correct?

711
00:46:54.045 --> 00:46:55.825
Right. It pulls. It does not push.

712
00:46:56.870 --> 00:46:59.850
Yeah. Okay. And there is an Apple,

713
00:47:00.310 --> 00:47:02.650
calendar guide, and I can find that real fast,

714
00:47:03.350 --> 00:47:03.850
where

715
00:47:04.310 --> 00:47:07.770
I I helped I actually helped make it so, like, it shows exactly

716
00:47:08.230 --> 00:47:12.365
how to make your calendar public and then how to copy that link and then add it

717
00:47:13.385 --> 00:47:16.585
in. So I will show you link's not an ICS file, though, is it?

718
00:47:16.585 --> 00:47:20.025
I mean, does it end with that URL, end with a dot ICS? That's what's confusing.

719
00:47:20.025 --> 00:47:25.805
I think an ICS is a file that you would upload or get from a thing, but maybe I'm off on that.

720
00:47:26.480 --> 00:47:31.460
I don't know. I did not pay close enough attention when copying the link, to be completely honest.

721
00:47:32.240 --> 00:47:32.740
Okay.

722
00:47:33.039 --> 00:47:37.119
And maybe just check into that because that was causing confusion for me because you guys kept saying the link.

723
00:47:37.119 --> 00:47:44.815
I'm like, is this asking for an ICS file, which is always that file that you guys you know, it's attached at the bottom of the thing that has all the little single meeting,

724
00:47:45.275 --> 00:47:50.255
info or whatever. So Brian, to the right of every calendar, there's a little,

725
00:47:51.530 --> 00:47:55.630
A little marker, and if you click on that, you make the calendar public.

726
00:47:56.089 --> 00:48:00.750
And it doesn't mean it's public to everyone, but you're making it public so that it can be read.

727
00:48:01.450 --> 00:48:03.630
When you catch that URL

728
00:48:04.089 --> 00:48:04.589
into

729
00:48:04.910 --> 00:48:05.349
Simplero.

730
00:48:05.825 --> 00:48:07.445
If that makes sense to you.

731
00:48:08.225 --> 00:48:08.725
Okay.

732
00:48:09.185 --> 00:48:11.925
Yeah. I'll try that. I was just confused by the file. The confusing

733
00:48:12.305 --> 00:48:15.285
URL doesn't have a file. Does it click a dot ICS file?

734
00:48:16.225 --> 00:48:20.725
And then the I guess I'll throw my other vote out there for the, the opposite

735
00:48:21.099 --> 00:48:26.720
points and then scheduling thing because I think I mentioned this before, but I don't know if I'm the only one, but I have people buy

736
00:48:27.180 --> 00:48:31.180
bulk points for scheduling or whatever, pencil points, and and they buy it.

737
00:48:31.180 --> 00:48:32.560
And then it's really difficult

738
00:48:32.955 --> 00:48:37.055
to get on date every single time they miss the scheduling piece,

739
00:48:37.675 --> 00:48:40.635
connection thing because it it's just a it's a hard connection to make.

740
00:48:40.635 --> 00:48:47.435
So they buy the points, and then they they're they're you gotta find a find a way back in to schedule it with the points that they they they bought.

741
00:48:47.435 --> 00:48:47.910
So,

742
00:48:48.390 --> 00:48:50.730
I'll just throw my hat in the ring for that one.

743
00:48:51.270 --> 00:48:52.010
And then

744
00:48:52.390 --> 00:48:54.390
the this was the one that I made at the table.

745
00:48:54.390 --> 00:48:58.010
I had a a big long help ticket that kinda got, I guess,

746
00:48:58.549 --> 00:49:02.715
tabled with, I don't know if it's you and Scott, but it was, like, a big long thing about

747
00:49:03.035 --> 00:49:03.695
the scheduling,

748
00:49:04.395 --> 00:49:05.295
process that,

749
00:49:05.835 --> 00:49:10.475
never got remedied. And so I'm just gonna bring up one, of I'm gonna try to find that ticket.

750
00:49:10.475 --> 00:49:14.875
There's, like, 20 things in there because it was like the entire process didn't make sense to me.

751
00:49:14.875 --> 00:49:16.770
It didn't connect or flow well.

752
00:49:16.850 --> 00:49:22.070
But one of the things I just wanna ask, the first part of that ticket here since you addressed it in your your conversation

753
00:49:22.370 --> 00:49:23.430
a few minutes ago,

754
00:49:24.290 --> 00:49:26.070
is that linkage between

755
00:49:26.690 --> 00:49:27.190
the

756
00:49:27.970 --> 00:49:34.204
schedule and then they have to pay. Right? And so there's an option in there when they go to the pay

757
00:49:34.505 --> 00:49:36.285
pay page that it it says,

758
00:49:36.825 --> 00:49:41.704
if you're not a Simplero customer or whatever, click here to make an account, and then you can log in and then,

759
00:49:42.105 --> 00:49:45.740
you know, pay afterwards. It asks them to to make an account.

760
00:49:46.200 --> 00:49:46.860
And then

761
00:49:47.240 --> 00:49:47.740
the

762
00:49:48.200 --> 00:49:50.120
when when and it says check your email.

763
00:49:50.120 --> 00:49:52.360
If they click on that, they add their stuff and it says check your email.

764
00:49:52.360 --> 00:49:57.820
Well, if they go to their email, they since they've already done the scheduling part and not the payment, they have

765
00:49:58.255 --> 00:50:03.215
that thing that says, hey. Log in, because you just, you just made a Simplero account.

766
00:50:03.215 --> 00:50:04.255
Log in to see your account.

767
00:50:04.255 --> 00:50:09.295
And so a lot of people are thinking that's their book they booked the appointment already.

768
00:50:09.295 --> 00:50:16.900
And so they click in there and they go to their Simplero account, and then lo and behold, that that dashboard screen that you showed

769
00:50:17.280 --> 00:50:18.260
shows the event,

770
00:50:18.800 --> 00:50:23.460
in there with the date and time. Like, it's done. Like, they scheduled it, but they never paid.

771
00:50:23.664 --> 00:50:27.444
And so they look at that and they go, oh, there it is, Monday at four, and they just leave.

772
00:50:27.585 --> 00:50:28.884
And they never go back,

773
00:50:29.585 --> 00:50:35.684
to the other screen and pay, and and then then there's no timer. It doesn't say temporary

774
00:50:37.210 --> 00:50:39.950
on there, and then they log in fifteen minutes later,

775
00:50:40.490 --> 00:50:43.450
and it's disappeared. It just goes away, and they're like, where'd it go?

776
00:50:43.450 --> 00:50:46.490
And then I get emails saying where'd it go, and then I have to investigate.

777
00:50:46.490 --> 00:50:49.070
I'm like, well, you never paid, and so it's very confusing.

778
00:50:49.130 --> 00:51:02.215
So, hopefully, that makes sense, but that that exact scenario that you just kind of showed me with the dashboard and the step over to the payment thing, I have people that get lost in the payment thing because they've tried to make an account because they don't have one, and they get go to their dashboard.

779
00:51:02.215 --> 00:51:04.555
It looks like it's already scheduled. Does that make sense?

780
00:51:05.020 --> 00:51:05.500
Yeah. No.

781
00:51:05.500 --> 00:51:09.980
I, you you can go back to the ticket if you want on that one and table that if it's too in-depth.

782
00:51:09.980 --> 00:51:15.340
But that one is still tripping me up for that kind of walk through of purchase to buy thing. Yeah.

783
00:51:15.340 --> 00:51:17.420
No. I can click it and I I definitely

784
00:51:17.980 --> 00:51:24.975
I promise and I there's things I forget, like, where I put my keys most days, but I can promise you I I remember that.

785
00:51:25.375 --> 00:51:31.135
A lot of tickets that I enter end up interacting with, I usually have them ingrained in my brain.

786
00:51:31.135 --> 00:51:31.635
So,

787
00:51:31.935 --> 00:51:35.235
no. I definitely understand that, and I I totally get your point.

788
00:51:36.630 --> 00:51:42.250
I will be more than happy to bring it up with the next time, I think, with the the engineering team,

789
00:51:43.349 --> 00:51:45.849
and see what we can do to kinda make that more intuitive.

790
00:51:47.109 --> 00:51:47.609
I've

791
00:51:48.055 --> 00:51:57.895
behind the scenes, I've been advocating for a lot of updates for scheduling links and events, and it's really been amazing to see a lot of it come out and come out even better than imagined.

792
00:51:57.895 --> 00:51:58.715
So I

793
00:51:59.015 --> 00:52:03.990
do hope and I'm very confident that things will continue to Simplero.

794
00:52:04.050 --> 00:52:08.690
And hopefully that Am I missing something on like, I I I I think that I'm not the only one on that.

795
00:52:08.850 --> 00:52:15.885
I'm just losing payments, and it's just my time I'm, like, wasting half of the money of the time to go figure out what happened and go get them back in there to reschedule.

796
00:52:16.184 --> 00:52:17.305
It's just not a smooth process.

797
00:52:17.305 --> 00:52:23.145
So am I missing something on that, or does nobody else get drugged out of that, new client thing when they go to site?

798
00:52:23.145 --> 00:52:28.744
Or can I turn that off where they can't make this Blur account when they go to pay? Or

799
00:52:29.349 --> 00:52:32.730
I will check with the team, but I would think I don't know why it would be

800
00:52:33.270 --> 00:52:38.490
I think the only reason why it would be encouraging the login is likely if they're trying to use credits.

801
00:52:39.750 --> 00:52:45.715
But I will still talk to the team and see if there's a way that we can make it more intuitive or, you know, block out that login or,

802
00:52:46.255 --> 00:52:46.495
Yeah.

803
00:52:46.495 --> 00:52:52.035
Well, it may have been my fault because I I was saying that there's a problem because it wasn't making an account,

804
00:52:52.575 --> 00:52:56.335
first because they they didn't have a Simplero account or with me or anybody else. Right?

805
00:52:56.335 --> 00:52:59.075
So they go to book a meeting, and there's that dashboard,

806
00:52:59.910 --> 00:53:03.349
which is really nice because it has all their upcoming meetings, but they're not a Simplero member.

807
00:53:03.349 --> 00:53:08.550
So they can't ever get back to that dashboard because they don't have a Simplero account to log in to see their meeting.

808
00:53:08.550 --> 00:53:19.015
So I think I had asked that too where so it probably tells me I have a problem where they don't have a Simplero account yet And then because they weren't typically buying anything, they didn't get one after they scheduled a meeting too because it's just a meeting.

809
00:53:19.015 --> 00:53:25.734
They don't have access to anything so that they can't even get back to the dashboard account that has their meeting on it, which always seemed weird to me as well.

810
00:53:25.734 --> 00:53:26.234
So

811
00:53:26.890 --> 00:53:33.290
maybe they did that because I was complaining about nobody having an account and not giving them one if they have to schedule a meeting, but maybe it's at the wrong spot.

812
00:53:33.290 --> 00:53:37.630
They don't get that meeting or Simplero account till after they book the event or something like that.

813
00:53:38.570 --> 00:53:40.910
I will have to check with the team and see

814
00:53:42.015 --> 00:53:43.934
see what we can do to kinda make it more

815
00:53:44.654 --> 00:53:45.474
a lot smoother

816
00:53:45.775 --> 00:53:46.755
and see what,

817
00:53:47.615 --> 00:53:49.234
kind of, like, improve that process.

818
00:53:49.934 --> 00:53:50.914
Sure. Awesome.

819
00:53:51.295 --> 00:53:51.795
Perfect.

820
00:53:54.140 --> 00:53:58.720
Each each I'm probably butchering your name, and I am so sorry for it.

821
00:53:59.180 --> 00:54:00.720
I see you have your hand raised.

822
00:54:04.700 --> 00:54:05.200
Maybe?

823
00:54:05.820 --> 00:54:07.815
Oh, did she go? Oh, she left. Okay.

824
00:54:08.214 --> 00:54:09.994
Atel, I see you have your hand raised.

825
00:54:10.295 --> 00:54:14.555
Yeah. Yeah. I will go back to the first question. I have it in in the chat because,

826
00:54:14.935 --> 00:54:16.954
if I can just quickly share my screen.

827
00:54:17.415 --> 00:54:17.915
Mhmm.

828
00:54:19.255 --> 00:54:24.570
Yeah. I think I've done it the right way. So, I just don't understand,

829
00:54:26.310 --> 00:54:28.330
what I'm doing wrong. Let me see.

830
00:54:31.925 --> 00:54:33.325
So this is, the,

831
00:54:33.765 --> 00:54:38.425
my profile on the the scheduler. I've added the my Google,

832
00:54:38.865 --> 00:54:39.585
Calvin

833
00:54:39.765 --> 00:54:40.805
and my Outlook,

834
00:54:41.125 --> 00:54:42.345
Microsoft calendar.

835
00:54:42.885 --> 00:54:43.860
Mhmm. And then,

836
00:54:44.740 --> 00:54:48.360
it's called the calendar. And, in the scheduler,

837
00:54:48.980 --> 00:54:49.480
I've,

838
00:54:50.311 --> 00:54:52.200
Calvin it Outlook, but it's the,

839
00:54:52.580 --> 00:54:53.320
the calendar.

840
00:54:53.860 --> 00:54:55.000
So this should be

841
00:54:55.300 --> 00:54:55.800
working.

842
00:54:56.260 --> 00:54:57.640
But when I click on it,

843
00:54:59.015 --> 00:55:01.175
it, it doesn't show anything,

844
00:55:01.975 --> 00:55:05.255
nothing of my this is my this is my auto calendar.

845
00:55:05.255 --> 00:55:10.235
There's a lot of things there, but, nothing is is in here. What, what have I missed?

846
00:55:10.615 --> 00:55:13.515
Can you go to the top right and do the overlay calendar?

847
00:55:15.770 --> 00:55:18.430
Because what you set is where it's going to create.

848
00:55:18.890 --> 00:55:20.650
Yeah. But I tried that, but,

849
00:55:21.290 --> 00:55:22.990
but, nothing happens.

850
00:55:23.450 --> 00:55:27.710
And you have something on that calendar that should be showing in this next week?

851
00:55:28.505 --> 00:55:34.605
Yes. Yes. It's this is this week. So I have, things planned this week. So it should, it should be.

852
00:55:37.785 --> 00:55:39.405
And they're all marked as busy?

853
00:55:40.265 --> 00:55:40.765
Yes.

854
00:55:41.700 --> 00:55:44.680
Okay. I'll have to do I'll have to look into it and see

855
00:55:45.140 --> 00:55:48.920
what's going on. I have not messed around with the Microsoft

856
00:55:50.660 --> 00:55:51.960
calendar. But but, of course, also

857
00:55:52.260 --> 00:55:54.760
also on my Outlook calendar,

858
00:55:55.494 --> 00:55:58.775
when, I have things happening in my Outlook calendar.

859
00:55:58.775 --> 00:56:02.955
So that should also and I since I've said that, it can add,

860
00:56:05.095 --> 00:56:05.915
both calendars,

861
00:56:06.775 --> 00:56:09.275
it doesn't show anything from the Outlook either.

862
00:56:10.250 --> 00:56:12.750
Okay. Not at the the Google Calendar either.

863
00:56:13.930 --> 00:56:15.470
I will have to

864
00:56:15.849 --> 00:56:18.430
I'll have to look into this after the call today

865
00:56:18.730 --> 00:56:19.230
Okay.

866
00:56:19.770 --> 00:56:21.790
And see what might be going on.

867
00:56:22.505 --> 00:56:27.405
Okay. I'm glad for that. Thank you. Thank you, Christine. I will I will open a ticket up with you

868
00:56:28.105 --> 00:56:28.605
later.

869
00:56:29.225 --> 00:56:30.985
It might be late your time, but,

870
00:56:31.865 --> 00:56:34.285
my day is just starting. So I will

871
00:56:34.880 --> 00:56:39.380
I will get you a ticket, before I end for the day. Yeah. Perfect.

872
00:56:39.920 --> 00:56:41.060
Thank thank you, Justin.

873
00:56:41.360 --> 00:56:42.100
You're welcome.

874
00:56:43.120 --> 00:56:47.520
Ish Ishrak, I'm I know I'm butchering it. I know we had your kickoff call, and I know I understand.

875
00:56:47.520 --> 00:56:49.060
You're not the first one. Ishrak.

876
00:56:49.555 --> 00:56:53.655
Sorry. I just my phone my my computer crashed. I have to Lila.

877
00:56:53.955 --> 00:56:54.675
So I have,

878
00:56:56.035 --> 00:56:57.095
two quick questions.

879
00:56:57.555 --> 00:57:03.895
The first, if I have a workshop. So I have a workshop in. Is it better to do a a schedule link

880
00:57:04.210 --> 00:57:10.210
or to do an event page where I would ask them to pay? Event better. Right? Yep. Mhmm. Yep. Yep.

881
00:57:10.210 --> 00:57:11.590
Yeah. And then

882
00:57:11.890 --> 00:57:13.830
if I'm doing the event because

883
00:57:14.210 --> 00:57:15.170
I need to have,

884
00:57:16.370 --> 00:57:19.030
a waiver, then they sign. It's a breath work.

885
00:57:20.355 --> 00:57:21.815
So how I can add it,

886
00:57:22.675 --> 00:57:27.655
add it on the schedule link or or there is a way actually that Simplero does that?

887
00:57:28.035 --> 00:57:32.775
For what? What was the question? Yeah. When they book, they have to sign a waiver.

888
00:57:33.460 --> 00:57:33.960
Yes.

889
00:57:34.340 --> 00:57:37.240
You can with regular events. You can do a contract.

890
00:57:38.660 --> 00:57:39.160
Okay.

891
00:57:39.780 --> 00:57:43.560
So then I go and and look in in the history of the

892
00:57:43.860 --> 00:57:44.360
training,

893
00:57:44.740 --> 00:57:48.840
and I look on, how to which which one exactly I should check?

894
00:57:49.785 --> 00:57:53.565
I would do the events training. We did this back in

895
00:57:54.905 --> 00:57:57.244
November. Mhmm. Was it I think it was November.

896
00:57:57.545 --> 00:57:59.885
But I don't know that

897
00:58:00.984 --> 00:58:03.325
contracts might have been already released then.

898
00:58:03.625 --> 00:58:04.125
Okay.

899
00:58:05.020 --> 00:58:05.660
I don't know.

900
00:58:05.660 --> 00:58:11.920
I don't re I don't I don't remember very confidently that if it was released by the time I did that workshop, but

901
00:58:12.220 --> 00:58:16.800
there is an option inside of the event itself to Yeah. Add the contract.

902
00:58:17.184 --> 00:58:19.684
Yeah. So the research would be done on the event.

903
00:58:20.224 --> 00:58:20.464
And,

904
00:58:21.025 --> 00:58:28.645
the last one is when I wanna do booking, but the same booking is regular, so I will do the working hours or the customized.

905
00:58:29.280 --> 00:58:34.080
But on a specific date, I wanted to change because on the customized, you have only the days.

906
00:58:34.080 --> 00:58:37.540
You don't have the dates. Like, let's say I wanna add something repetitive,

907
00:58:37.840 --> 00:58:39.520
but I'm will be away for

908
00:58:40.160 --> 00:58:44.500
I mean, the Friday. So when you would add the Friday when the Fridays are not in normally.

909
00:58:45.075 --> 00:58:45.974
Is that possible?

910
00:58:46.595 --> 00:58:49.315
That's where the override would be available.

911
00:58:49.315 --> 00:58:53.415
So that was that feature that I showed that's not yet available Oh, yeah. I see. Wide.

912
00:58:53.795 --> 00:58:54.915
Yeah. But or, like, sis

913
00:58:55.474 --> 00:58:59.160
for platform wide, but will be re rolled out, hopefully,

914
00:58:59.540 --> 00:59:01.240
in the next week or two.

915
00:59:01.940 --> 00:59:06.580
Week or two. Okay. Hopefully. Hopefully. Don't don't call me for it. I mean, it's closed. Okay.

916
00:59:06.580 --> 00:59:10.820
Let's say we are hoping for this to happen, and that's it. Yeah. It's it's done.

917
00:59:10.820 --> 00:59:14.025
It's like, I showed you guys, it's behind a feature flag right now.

918
00:59:14.585 --> 00:59:17.724
They just have that one little aspect that they're trying to,

919
00:59:18.904 --> 00:59:24.684
get cleared out, which is being able to override even if there is a booking or, like, if it's a busy spot.

920
00:59:25.305 --> 00:59:25.805
But

921
00:59:26.430 --> 00:59:32.430
using that override feature is is gonna be what you wanna use. Okay. Okay. Yeah. Thank you. Yeah.

922
00:59:32.430 --> 00:59:33.089
You're welcome.

923
00:59:35.069 --> 00:59:37.250
Brian, did you have another question by chance?

924
00:59:38.845 --> 00:59:42.205
No. No. Okay. Sorry. I didn't put my hand down. Sorry. That's okay.

925
00:59:42.205 --> 00:59:45.745
I just wanted to make sure I wasn't just skipping over you and ignoring you or anything.

926
00:59:47.805 --> 00:59:50.285
Beatrice, I see you have your hand raised. Yes.

927
00:59:50.765 --> 00:59:53.905
I had a question from a client last night who was

928
00:59:54.730 --> 00:59:55.870
scheduling appointments

929
00:59:57.050 --> 01:00:01.150
and noticed that in his Google, they appeared as GMT.

930
01:00:01.450 --> 01:00:03.870
So I tried to reproduce the same issue,

931
01:00:04.650 --> 01:00:08.750
and I think it's a Google issue, a Google Calvin option.

932
01:00:09.155 --> 01:00:12.328
But I just wanted to double check that it has nothing to do with Simplero.

933
01:00:13.714 --> 01:00:18.755
So, I mean, it depends on there's there's lots of moving factors. Yeah.

934
01:00:18.755 --> 01:00:22.935
So his his contact his profile is in the right time zone. He's in PST.

935
01:00:23.740 --> 01:00:25.360
So his profile is correct.

936
01:00:25.820 --> 01:00:27.680
My scheduling link is correct.

937
01:00:28.220 --> 01:00:31.600
And he didn't have an issue until he brought it over to

938
01:00:32.140 --> 01:00:32.640
Google.

939
01:00:33.420 --> 01:00:36.000
Then I would check his Google settings. Okay.

940
01:00:36.744 --> 01:00:39.705
That's what I said, but I just wanna double check. Yeah.

941
01:00:39.705 --> 01:00:45.065
Depending on what your Google account is set at, it can definitely mess with things as well. Yeah.

942
01:00:45.065 --> 01:00:46.285
Okay. Thank you.

943
01:00:46.585 --> 01:00:52.480
Yeah. K. Any other last minute questions? Yeah. Yeah. Calvin I ask for a favor?

944
01:00:52.480 --> 01:00:57.780
My my laptop restarted, so I lost your link about Apple. If you can just resend it again.

945
01:00:58.000 --> 01:00:58.500
Absolutely.

946
01:00:58.960 --> 01:00:59.700
Thank you.

947
01:01:02.240 --> 01:01:05.060
I think it added an extra letter. So

948
01:01:06.705 --> 01:01:07.525
there we go.

949
01:01:08.465 --> 01:01:10.805
Alright. Any other last minute questions?

950
01:01:13.025 --> 01:01:13.525
No?

951
01:01:14.065 --> 01:01:17.760
Okay. I know we covered a ton, and and there's a lot to,

952
01:01:18.400 --> 01:01:20.420
cover with scheduling links. But,

953
01:01:20.720 --> 01:01:26.100
hopefully, you guys feel a little more confident, and maybe you are diving into them now yourself.

954
01:01:27.440 --> 01:01:30.980
I will follow-up with you, those of you that had those additional questions,

955
01:01:31.994 --> 01:01:36.255
and feel free to submit a feature request if there is something that you're seeing that

956
01:01:36.795 --> 01:01:39.135
we don't yet have the capability for.

957
01:01:39.595 --> 01:01:45.454
The team is very open to feedback, and, you know, we want to be able to support you guys as best as we can.

958
01:01:45.755 --> 01:01:46.255
So,

959
01:01:46.980 --> 01:01:48.980
like I said, it was great to see you all.

960
01:01:48.980 --> 01:01:54.119
I love doing these calls with you guys, and I will see you all next time. Thank you, Justin.

961
01:01:54.820 --> 01:01:55.960
Bye. Bye.