If you select event types and you see existing events with a managed badge, these events were set up by the administrator on your account and are ready to use.

Let’s set up an event from scratch.

You can set up one-on-one events, group events, Round Robin, and altogether team events. We’ll set up a one-on-one event.

• Include a name for the event and a short description.
• You can choose a single location or allow your invitees to choose a location of where and how to meet.
• If you would like to include the phone option, just copy the phone variable as shown, and you can let your clients know that you’ll be calling them at the phone number they included while scheduling.
• By default, the event will be created on your primary calendar.

You’ll have lots of options to choose from when creating your events, including:

• How far in advance you’ll allow scheduling
• Requiring approval prior to final booking
• How long the event will be
• Restricting events from being scheduled less than a predetermined time (in other words, so an event can’t pop up on your calendar in the next hour or the next day)
• Letting our system optimize your time or selecting when you would like an event to start on the hour or half-hour, for example.
• Adding a buffer after each meeting
• Restricting the number of each type of event you would like to host per day
• Controlling time zones and indicating meeting types

Next, you can set your availability.

• Choose your default working hours.
• Set up multiple sets of working hours.
• Set up very specific times each day of the week you would like to be available to meet for this particular type of event.

In the next section are questions you’ll have invitees answer during scheduling.

• Name, phone, and email are always available by default, but you can include unlimited additional questions by clicking on “Add a question.”
• Select pre-made questions or one-off questions, and then determine how you would like your invitee to answer and whether the question is required or not.

Next, most users will wish to include the invitee as an attendee of the calendar event. However, with some CRM Integrations, this option is not recommended. Ask your G Reminder customer success team member for more information.

You can:

• Edit the event title as you wish.
• Auto-invite others to each meeting.
• Include a transcription service.
• Determine what thank you page you would like to use: a standard page or one you create on your website.

To share a link to this event only:

• Copy the event link and place it in an email or use it in a reminder notification.
• Embed booking pages in your website.