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Loyalist Group Calendar Overview

Loyalist Group Calendar Overview

February 03, 20231 min read

Video Tutorial will be added soon. Please check back shortly.

In a continued effort to improve the calendar feature from August 2022, several optimizations have occurred.

Please find below the changes that have been introduced

What's Changed:

* "Team" calendars are now referred to as "Group"

* Adding a Group calendar is now done within the calendars settings tab

* Users are directly added to their respective Calendars within the Team & Event Step in the calendar modal.

* The two options for assigning contacts (listed below) have moved to the Confirmation tab 

  1. Assign contacts to their respective calendar team members each time an appointment is booked

  2. Skip assigning contact if the contact has already an assigned user


Creating a Group Calendar

Add User(s) to the Group Calendar

Assigning User(s) within the Group Calendar


Creating a Group Calendar

Head into the location settings > Calendars > Click on "+ Add Group"  and label the group name, description, and slug > Save

Add User(s) to the Group Calendar

Click on "+ New Calendar" > "1. Team & Event Setup" > "+ Add User"

Calendar


Assigning User(s) within the Group Calendar

Within the calendar setup modal head over to the "3. Confirmation" tab > Select the assigned options by clicking on the checkboxes

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Erwin Caguiat

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