This guide will walk you through the steps to effectively use the scheduler feature to manage your appointments and events.
1. Accessing the Scheduler
Log in to your Wired2Perform account and go to "Calendar" from the main menu bar
Navigate to the "Scheduler" hyperlink in your calendar
2. Creating a scheduler
Click on the Create button inside the Scheduler page
Fill in the scheduler details
Event Name - This field is used to Name your scheduler. For example "Product Demo's" so that you can create a calendar to scheduler meetings with you for product demos at the times you have specified.
Event Link - This the URL to you scheduling calendar which you can share with anyone. You can customize this URL by adding a custom tag at the end to identify the scheduler and keep it unique.
Event Calendar - Select the Google or Outlook calendar you have synced to the calendar app so that we can send appointments scheduler to the calendar you wish.
Event Type - Select group to allow adding multiple participants to this meeting or select one to one to schedule the meeting with just the scheduler and and schedule link owner.
Event Status - Active toggle means the scheduler link is active to book appointments with you de-activated means the link is not open for booking. You can change this at anytime.
Availability - Set your available days and times for the scheduler to book appointments with you.
Exceptions - If there are any exceptional days you are un-available you add them as exceptions so that the scheduler cant book on the those specific dat3es and times.
Durations - Durations are time windows you are available to meet. Click on the check boxes to indicate the time windows you allow.
Locations - Select method of meeting form Google meet, Zoom or Physical Location
Make sure all fields are filled according to avoid validation errors.
Click "Save" once the pop-up form is filled.
You will now see the new Scheduler you have created as a new widget in the scheduler screen.
Click on the copy link button the widget to share the link with anyone to book appointments with you according to your availability.
You will also find the option to delete the scheduler link by clicking the trash bin icon on the widget.
The toggle on the widgets show in the links are active or not