How to create calendar groups

Calendar groups offer a consolidated view where users can select from multiple calendars. This feature is useful for scenarios where clients need to choose from different scheduling options. Calendar settings are designed to streamline user availability management and facilitate integrations with tools like Google Calendars, Outlook, Zoom, and Stripe. These settings are particularly useful for Grouping Calendars, where user availability and primary calendar connections play a crucial role.

Additionally, some settings may impact Event Calendars, and the calendar’s “week view” can also be adjusted here. This article will guide you through the Calendar Settings interface and key considerations on how to effectively add calendars to groups. 

How to Group a Calendar

To utilize calendar groups you will need to create a group by selecting the create group button.

In the column for groups, you can find existing group names next to a folder icon. This will indicate that it is a grouped calendar. You can also view all existing groups in the ‘groups tab’

Provide the group name, description, template (select either the Classic or Neo templates for the Group view), and the group URL.

Once your calendar group is set up, you can easily embed it on various platforms like WordPress, Wix, or Squarespace. Obtain the embed code or direct link for the calendar group from the group settings tab by copying it for the individual calendar or group of calendars and paste it into the HTML section of your website. If you encounter display issues, such as incorrect height, adjust the iframe code by adding a height parameter (e.g., height: 750px)."

Group tab overview

You can rearrange the order of the calendars displayed in the calendar tab from the group tab by clicking on the menu dots and selecting “Rearrange Calendars”.

You can search the group settings tab with keywords.

Action Dropdown

• Edit Group
• Copy Group embed code that displays a page with the group name and description
• Copy the link that displays a page with the group name and description
• Copy the scheduling link for meetings
• Copy the scheduling link (legacy deprecated) 
• Rearrange Calendars
• Deactivate calendars in the group from the menu dots for that group
• Delete Group

Calendar Group Deletion

Users can choose to either retain all calendars and their appointments while deleting only the group or delete the group along with all associated calendars and appointments. This offers greater flexibility in managing calendar data.

How to Use:

1. Click on the three dots next to the calendar group you wish to delete.
2. Select Delete.
3. In the pop-up, check the box if you want to delete the calendars as well. Leave it unchecked to retain the calendars and their appointments.
4. Click Confirm.

Adding and Managing Groups via Meeting Details:

Go to advanced settings instead of the quick setup menu to add a group in the Meeting Details tab. To add a group after creating it use the main menu dots to expand the options for this calendar and move to the group or go to edit the calendar and select the group from the Meeting Details area.

*Note: Please see the article Calendar Setup 101 for more information on calendar creation details.

Account Preference and User Preference

Account Preference

• View options are available for changing the day the week starts in the calendar view
• Booking widget language selection and time format can be changed here
• You can also change the day the week starts for the booking widget

User Preference

• Custom meeting locations are an option alongside integrations for Zoom, phone, full addres,s and Google Meet links.

Automating Calendar Processes with Workflows

• Automation can greatly enhance the efficiency of calendar-related processes, such as sending reminders, confirmations, or follow-ups. Set up workflows to automate reminders for booked appointments and manage no-shows by triggering specific actions based on appointment status. This approach helps streamline all calendar interactions and reduces manual workload

FAQs

1. How do I create a calendar group in Progreda?

•  To create a calendar group, click the "Create Group" button, then provide the group name, and description, select a template (Classic or Neo), and set the group URL. Once saved, you can find all existing groups in the 'Groups' tab, indicated by a folder icon.

2. Can I embed calendar groups on my website? 

• Yes, you can embed calendar groups on various platforms like WordPress, Wix, or Squarespace. Simply copy the embed code or link from the group settings tab and paste it into the HTML section of your website. If you encounter display issues, adjust the iframe code by adding a height parameter, such as height: 750px.

3. How can I rearrange or manage calendars within a group?

• In the Groups tab, you can rearrange the order of calendars by clicking on the menu dots next to the group and selecting "Rearrange Calendars." You can also edit, copy links, deactivate calendars, or delete groups from the same dropdown menu.

4. What happens when I delete a calendar group? 

• When deleting a calendar group, you have the option to either retain all associated calendars and their appointments by leaving the checkbox unchecked or delete the group along with all associated calendars and appointments by checking the box in the confirmation pop-up.

5. How can I automate calendar-related tasks like reminders and confirmations? 

• You can automate calendar processes by setting up workflows that trigger actions based on appointment status, such as sending reminders, confirmations, or follow-ups for booked appointments or no-shows. This helps streamline calendar interactions and reduces manual effort.

6. How do I add a calendar to a group from the Meeting Details tab?

• To add a calendar to a group, navigate to the advanced settings in the Meeting Details tab. You can also expand the main menu options for a calendar and select the group, or edit the calendar directly and choose the group from the Meeting Details area.

7. What customization options are available in Account and User Preferences for calendars? 

• In Account Preferences, you can modify the start day of the week for calendar views, change the booking widget language and time format, and set the start day for the booking widget. User Preferences allow customization of meeting locations and integration with tools like Zoom, phone, full address, and Google Meet links.