Creating a Calendar

Horse Business Manager

  1. 1. Click on Calendars

    Click on Calendars
  2. 2. Click on Calendar Settings

    Click on Calendar Settings
  3. 3. Click on Create Calendar

    Click on Create Calendar
  4. 4. Locate the Simple Calendar option and click on Select

    Locate the Simple Calendar option and click on Select
  5. 5. Add your calendar information to the fields

    Add your calendar information to the fields
  6. 6. At the bottom of the window there is a button to turn on payments so that your clients will need to pay in order to finish booking their appointment. This option will only show if you have an online payment processor integrated with your account.

    At the bottom of the window there is a button to turn on payments so that your clients will need to pay in order to finish booking their appointment. This option will only show if you have an online payment processor integrated with your account.
  7. 7. (if using) put in the pricing details for the appointment

    (if using) put in the pricing details for the appointment
  8. 8. Click on Confirm

    Click on Confirm
  9. 9. Once your calendar has been created, a Success window will provide you with the link and embed code to share your calendar

    Once your calendar has been created, a Success window will provide you with the link and embed code to share your calendar
  10. 10. Click on Close

    Click on Close
  11. 11. To make additional edits to your calendar, click on the three dots

    To make additional edits to your calendar, click on the three dots
  12. 12. Click on Edit

    Click on Edit
  13. 13. Under the Meeting Details tab, you can add your business's logo and additional information about the meeting

    Under the Meeting Details tab, you can add your business's logo and additional information about the meeting
  14. 14. Click on Availability

    Click on Availability
  15. 15. On the My availability tab, you can edit the days and times that a customer can book an appointment as well as set parameters for how long the appointments are, how far in advance they can book, and how many appointments you want to hold each day.

    On the My availability tab, you can edit the days and times that a customer can book an appointment as well as set parameters for how long the appointments are, how far in advance they can book, and how many appointments you want to hold each day.
  16. 16. Click on Forms & payment

    Click on Forms & payment
  17. 17. To change the Form that a customer fills out to submit their booking, click Select Form

    To change the Form that a customer fills out to submit their booking, click Select Form
  18. 18. Choose your form from the dropdown list that will capture the details that you need from your customer prior to their appointment

    Choose your form from the dropdown list that will capture the details that you need from your customer prior to their appointment
  19. 19. If you turn on Pre-populate fields it will auto-fill any of the customer's information that has previously been entered into your website.

    If you turn on Pre-populate fields it will auto-fill any of the customer's information that has previously been entered into your website.
  20. 20. If you want to add payment to the calendar, scroll down and toggle Accept Payments on

    If you want to add payment to the calendar, scroll down and toggle Accept Payments on
  21. 21. Click on Notifications & Additional Options

    Click on Notifications & Additional Options
  22. 22. On the Notifications & Additional Options tab you can select who gets a confirmation email once the appointment is booked

    On the Notifications & Additional Options tab you can select who gets a confirmation email once the appointment is booked
  23. 23. Click on Connections

    Click on Connections
  24. 24. Here you can link this calendar to an existing calendar (Google or Outlook) so the appointments are synced

    Here you can link this calendar to an existing calendar (Google or Outlook) so the appointments are synced
  25. 25. Click on Customizations

    Click on Customizations
  26. 26. Here you can adjust whether or not your customer can reschedule or cancel their appointments on their own

    Here you can adjust whether or not your customer can reschedule or cancel their appointments on their own
  27. 27. Click on Save

    Click on Save
  28. 28. To share the calendar, click on the three dots

    To share the calendar, click on the three dots
  29. 29. Click on Copy Scheduling Link. This will copy the link so that you can paste it wherever you'd like to share it.

    Click on Copy Scheduling Link. This will copy the link so that you can paste it wherever you'd like to share it.