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How to Set Up Your Calendar

Follow this step-by-step guide to create and customize your calendar settings inside the PROFITCOACH™ platform.

Updated over 6 months ago

Step 1: Access Settings

Click your initials in the upper-right corner, then click 'Settings'.

Step 2: Go to Calendar Settings

Click 'Calendar' in the settings menu, then click 'Create' to set up a new calendar.

Step 3: Add Event Details

Click the 'Event title' field and type the name you want for the event.

Step 4: Set Event Duration

Click the arrow under 'Event duration' to pick how long the booking should be (e.g., 30 mins, 60 mins).

Step 5: Assign a Group

Choose what group the booking should assign clients to after scheduling.

Step 6: Add Event Description

Enter a clear and helpful description for the event so attendees know what to expect.

Step 7: Choose Region and Time Zone

Update the default time zone by selecting your correct region and subregion from the dropdown list.

Step 8: Set Your Availability

Click the available time slots and choose your desired working hours for appointments.

Press Next

Step 9: Set Email Reminders

Customize the reminder emails sent to clients before their appointments. You can create templates and set timing.

Create a custom template for the email reminders. Create a title

Click this text entry area, and out in your desired email message.

Click "+ Add Reminder".

Set the reminder time and Click "Next"

Click "Next" again.

Step 10: Select Calendar and Submit

Choose your connected calendar, enable or disable round-robin mode, and click 'Submit' to finalize setup.

Click the desired calendar.

Click "Next"

Click yes or no for "Round-Robin Mode.

Click "Submit"

🤝 What is “Round-Robin Mode”?

Round-robin mode is a scheduling option that helps evenly distribute new appointments across a team.

📌 When round-robin is ON:
- Appointments are automatically assigned to available team members.
- Great for teams with shared availability and coaching responsibilities.

📌 When round-robin is OFF:
- All appointments will be booked directly with you.
- Ideal if you're managing your own schedule or working solo.

💡 Example: With three coaches using round-robin, if three clients book, each coach gets one session.

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