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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
Updated over a week ago

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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.


Creating a Group Calendar

  1. Settings > Calendars > "+ New Group"

  2. In the pop-up, add a Group Name, Description and URL and click the blue 'Create' button


  3. Your new calendar group will now be found in the Groups sub-menu

  4. To add calendars to your newly created Calendar Group, toggle onto your 'All Calendars' list

  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'

  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



Filtering Group Calendars

  • Select your calendar group from the Groups Sub-menu

  • To see which groups your calendars are in, select the "All Calendars" and review the "Group" column of your list:

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

  2. Select "Share Group"


  3. From the pop-up, click the blue 'Copy' button on the appropriate link


    Permanent Link: Can be integrated it into your sales and support process on a webpage, funnel or within a trigger link


    Scheduling Link: Can be shared with contacts so that they can select the correct calendar from the group when making an appointment

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


  2. Search for and select the "Appointment Status" Trigger


  3. Adjust your filters for this trigger: Event Type, In Calendar Group and Appointment status is

  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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