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Calendars - Creating and Managing Groups

This video will show you how to create and manage your group calendars, along with a brief overview of the benefits of using group calendars

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Written by Daina

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Group calendars offer several advantages, including:

  • A single link for contacts to choose from multiple calendars

  • Embed calendars on webpages

  • Filter the calendar view based on specific calendar groups

  • Optimizing Workflow steps.

This article provides a step-by-step guide on creating and managing groups for your calendars.


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Creating a Group Calendar

  1. Settings > Calendars > "+ New Group"
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  2. In the pop-up, add a Group Name, Description and URL and click the blue 'Create' button
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  3. Your new calendar group will now be found in the Groups sub-menu
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  4. To add calendars to your newly created Calendar Group, toggle onto your 'All Calendars' list
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  5. From the list find the calendar you would like to add to a group > Click the ' More options' button (three vertical dots) > Click 'Move to Group'
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  6. From the dropdown menu in the pop-up, select the Calendar Group you would like to add your chosen calendar to and click the blue 'Select' button to confirm
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Filtering Group Calendars

  • Select your calendar group from the Groups Sub-menu
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  • To see which groups your calendars are in, select the "All Calendars" and review the "Group" column of your list:
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Getting Your Group Calendar Link

  1. In the Groups Sub-menu, select the three vertical dots next to the Calendar Group you would like to get a link to
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  2. Select "Share Group"
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  3. From the pop-up, click the blue 'Copy' button on the appropriate link
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    ​Permanent Link: Can be integrated it into your sales and support process on a webpage, funnel or within a trigger link
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    ​Scheduling Link: Can be shared with contacts so that they can select the correct calendar from the group when making an appointment
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Adding a Calendar Group to a Workflow Trigger (e.g., Appointment Status)

To create a Workflow trigger that was activated by multiple calendars within a group:

  1. Select your Workflow and click the blue "Add New Trigger" button
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  2. Search for and select the "Appointment Status" Trigger
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  3. Adjust your filters for this trigger: Event Type, In Calendar Group and Appointment status is
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  4. Once you are happy with your trigger, select the blue 'Save Trigger' button and the blue 'Save' button on the overall Workflow.
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