Automate your workflow and let customers schedule meetings directly into your calendar. No more back-and-forth emailing to set appointments.

1. Connect your calendar
   1. Start with connecting your calendar in Vectera
   2. Set up the calendar settings
   3. Add appointment types
   4. Check your booking page or finish the setup
2. Create/edit appointment types
   1. Only 1 team member
   2. Team with multiple team members
3. Customize your booking pages
4. Integrate with other platforms
5. Visit the FAQ for more tips and tricks

To set up your booking pages you will have to follow a few steps, which can easily be done in our scheduling flow.

Go to Scheduling to get started and click on Connect your calendar.

1.  Connect your calendar

1.1 Start with connecting your calendar in Vectera

• Google calendar

• Office 365 - Outlook

• iCloud

• Exchange
  
  

  

1.2 Set up the calendar settings

• Select the 'Calendars to check for availability' to avoid double bookings. You can check multiple calendars if necessary.
• Choose a calendar in which events will be created to show in which calendar new appointments should be booked in

1.3 Add appointment types

To have an easy start with creating appointment types, you can select 1 to 3 appointment types in this step which will be created automatically for you. You can edit or delete these appointment types at any point or create new ones.

1.4 Check your booking page or finish the setup

Click on Check your booking page to see what the appointment type(s) look like or click on Finish to finish the setup and edit/add appointment types.

2. Create/edit appointment types

After finishing the onboarding steps, you can edit/create one or multiple appointment types for your personal and/or team booking page. This is different depending on your team role:

2.1 Only 1 team member

• Create an appointment type for your personal booking page

2.2 Team with multiple team members

Team admin: 

• Create a team appointment type as an admin

Non-admin: 

• Create an appointment type for your personal booking page

• Which settings on a team appointment can a non-admin of the team change?

  
  

3. Customize your booking pages

Now that you've connected your calendar and created appointment types, it's time to brand your booking pages:

• Add your branding on the booking pages

• Add scheduling terms and conditions

• Customize the colours of your booking page

• Customize the layout of the appointment e-mails

• Embed your booking page into your own, Wix or Wordpress website

For more information about customization, visit the branding section of the Help Center.

4. Integrate with other platforms

Integrate with Stripe to require payments when customers book a meeting with you and send that information automatically to your CRM by integrating with one of the CRM platforms.

• Integrate with Stripe

• Integrate with Teamleader

• Integrate with Salesflare

• Integrate with ActiveCampaign

• Integrate with Hubspot

• Integrate with Salesforce

• Integrate with Zoho Crm

• Integrate with Pipedrive

  
  

5. Visit the FAQ for more tips and tricks

Visit the FAQ section of scheduling at this page.