Setting Up Your Scheduling Calendar

The Scheduling Calendar makes it easy for people to book time with you directly from your website—and you can also invite customers to schedule meetings with you.

Follow these steps to connect your calendar, set your availability, and connect your online conferencing service (if you’re using one)—so you’re ready for your upcoming meeting. This will help us move faster and focus on fine-tuning things during the call.

🎥 Watch the video below for a quick walkthrough, then use the steps that follow to get everything set up.

🔓 How to Access the Calendar

1. Log into your dashboard.
2. Click Scheduler in the left-hand menu.
3. On the right side, click Open Great AEP to access the full calendar setup.

🔗 How to Connect Your Calendar

1. Choose your online calendar provider(Google, Outlook, etc.) and follow the prompts to authorize access.
2. Once connected, your calendar will sync automatically. Any busy times on your personal calendar will be blocked off so you’re not double-booked.

✅ Tip: Make sure you're adding events and other appointments to your connected online calendar to keep availability accurate.

⏰ How to Set Your Default Availability

1. Choose your available days and time slots.
2. Available times will appear in green.
3. The system will automatically check your connected calendar for conflicts and hide already-booked times.
4. Set your Time Zone to match your local time, then click Save.

👤 Update Your Profile Information

1. Go to the Profile section in the calendar settings.
2. Update your name, email, phone number, and address as needed.
3. Your address will appear in the footer of your email confirmations.
4. You can also upload a logo or profile photo.
5. Don’t forget to update your time zone again here, then click Update.

🎥 Connect Your Online Conferencing Service (Optional)

1. Go to Step 2 on the Setup Checklist and click go there now.
2. Click Add Conferencing Service button
3. Now choose Zoom, GoToMeeting, and/or Microsoft Teams.
4. Once connected, your meeting links will be automatically included in booking confirmations.

💭 Things to Think About Before the Meeting

• What days and times are you typically available for meetings?
• Will you be using a business calendar that should be synced?
• Will your meetings take place on Zoom, by phone, or something else?

🛑 No need to worry about setting up campaigns, reminder emails, or other automations just yet—we’ll walk through all of that during the call.

⚠️ Caution: If you upload contacts to a scheduling calendar campaign, the contacts will start receiving meeting invitations at the invitation start date. We’ll review this in more detail during our meeting.