• Cal ID to Zoom Integration

  Adding Zoom as the Meeting Location for Your Event Type To install Zoom and add it as the meeting location for your event type, you need to follow these steps: First, you need to visit the Cal ID app store. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/imageh3aq02.png =1185x615) 2. Next, go to video conference apps, find Zoom in the list and click on details (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image1tgyPopular

• Integrate WhatsApp Business

  How to integrate with Cal ID? Step 1: Log in to Cal ID. Go to Apps Section Search for WhatsApp Business and install it. Select Account Type - Choose whether to install on: Personal account (for individual use) Team account (for team collaboration) (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034Popular

• Round-robin scheduling

  Round-robin scheduling Round robin event type allows you to distribute the meetings amongst team members based on one the optimization methods. At the moment, it is based on availability, so it optimizes all options regardless of individual load. So, the booking will be assigned to the person least recently booked. Underlying Mechanism The round robin events when not using a common schedule offer slots which are formed using the union of all slots available for each round robin host.Some readers

• Connect with WhatsApp Business App

  Connect with WhatsApp Business App Go through these step if you already have a WhatsApp Business app installed on your mobile device and want to connect it. Select Connection Method Click on "Connect WhatsApp Business app" - Choose this option from the integration screen This opens the connection process for your existing app (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image1kxz8cr.png =483x615) Enter Your Phone Number Enter YouFew readers

• Create a new WhatsApp Business Account

  To Create a New WhatsApp Business Account: Select "Create a business portfolio" and "Create a WhatsApp Business account" in the respective field. Complete the Setup - Fill all required fields and save Once Created: Your WhatsApp Business account will be ready. You can now connect it with Cal ID, refer Connect with WhatsApp Business Connect with WhatsApp Business App (https://help.onehash.ai/en/article/connect-with-whatsapp-business-appFew readers

• Embed Meeting Scheduling Link

  Embed Meeting Scheduling Link If you wish to use Cal ID from within your own website, you can make use of the Embed feature. Without utilizing the embed, here's what the flow would be: You would add your Cal ID link on the page. The link would open in a new tab or in the same tab (replacing your website) User would book your link and then come back to your website (if you use the redirectUrl in the event type settings) When using the Cal ID embed, here's what the flow would be: 1Few readers

• Connect Apple Calendar with Cal ID

  Go to Cal ID's App and click on Details under the Apple Calendar card. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image1y96mf.png =1185x615) Click on the Install button or, if you already have an Apple Calendar connection, click on Install another button. In the Apple Calendar connection setup page, click on the link and sign in to your appleID. (https://storage.cFew readers

• How to set up an event type to receive payments?

  Set up an event type to receive payments Cal ID provides Razorpay/ Stripe/ Paypal to allow you to receive payments when someone books your paid event type. To start taking payments, please follow these steps: Go to the Cal ID app store Search for Stripe (Payment gateway) (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/imageuer4et.png =1190x615) Click install. Proceed through to connect your sFew readers

• Workflows Setup to Cal ID

  Workflows allow you to automate notifications and reminders. A workflow can be attached to different event types, has one specific trigger event, and can have several action steps. For example, you can use workflows for sending Email or SMS or WhatsApp reminders before an event starts to the person who booked the meeting to avoid no-shows. Workflows can also be used for sending follow-up Emails or SMS or WhatsApp messages to the attendee after a meeting ends. That could be a feedback survey, prFew readers

• Get your API keys

  Your API requests are authenticated using API keys. Any request that doesn't include an API key will return an error. You can generate an API key from Settings > Developer API Keys within the application. There you will find the API keys section which allows you to generate a key for use. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image1t0y226.png =1148x615) To make your first request, send an authenticated request to thFew readers

• Add or Create New Event Types

  How to create or add a new event types? Add or create new event in Cal ID You'll now be presented with the create event type dialog, which prompts you to enter in the basic information needed to get a working event type set up: Title URL (e.g. cal.id/bailey/example-event) Description Duration (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/Few readers

• How to add Custom CSS?

  Adding or modifying CSS counts as changing the code, so as per our license you must either open-source your modified version or purchase an enterprise license. Cal ID uses TailwindCSS as a replacement for traditional CSS styling within the application, but some people prefer to add CSS styles themselves. CSS files should be stored in the styles directory within the codebase. Within the stFew readers

• How to split Fullname into Firstname and Lastname in the public booking page?

  By default, Cal ID booking page has a fullname text input field for the scheduler to put their name in. This usually works just fine for most people. However, at times, it is preferable to take the firstname and lastname of the scheduler as separate inputs in the booking form. Cal ID provides the option to split the fullname input field in the booking form into firstname and lastname. To do that, you can do the following: Head to the event type where you wish to split the fullname into firstnFew readers

• Adding your First App

  Head over to the apps page, where you'll find our app store. We suggest firstly adding a calendar integration, then optionally a video conferencing platform, and then try out the other apps. Find the app you'd like to install, and either click Install in the top right of that app's card to add it right away, or click on the app's card to view more details. In the details page you can read more about each app, then click Install in the top right of the page to add it to your account.Few readers

• How to hide and prefill booking questions?

  You may have come across a scenario where you want to pre-fill some information in the booking form for your clients and/or hide them. For example, you may want it to be hidden from the scheduler but shown on your Google Calendar after it is scheduled. Here's a step-by-step guide on how you can achieve this: Step 1: Accessing the event-type settings Login to your Cal ID account Navigate to the event-type you wish to add the hidden booking field Click on advanced tab In the bookFew readers

• Quick actions using command bar

  A command bar is an easy-to-use search bar that provides quick access to all your website’s or app’s essential tasks and content. You can simply press ⌘+K on Mac or Ctrl+K on windows/ Linux to bring up the command window, or you can click on the command search bar: (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image1vu1b93.png =1152x615) From here, simply search what you're looking for! Currently, you can visit various pages quickly using the cFew readers

• Providing necessary google calendar integration permissions

  Cal ID integrates seamlessly with your Google Calendar. This integration allows Cal ID to create events, view your schedule, and avoid conflicts, ensuring a smooth and efficient booking experience for everyone involved. However, to achieve this level of synchronization, Cal ID needs certain permissions from Google Calendar. You should follow this link as the flow for App Calendar and GoogleFew readers

• How to get notified on slack whenever you're booked?

  Being instantly notified on Slack whenever you receive a booking can be a game-changer for professionals juggling a busy schedule. By integrating booking alerts directly into Slack, you can ensure that you're instantly aware of new appointments without constantly monitoring your email or Cal ID. Go to App Store and install Zapier app to your account. On Zapier, create a Zap that sends you a slack message whenever you get booked. (https://storage.crisp.chat/users/helpdesk/webFew readers

• Rate limits

  We limit the number of calls you can make over a certain period of time. Rate limits vary and are specified by the following header in all responses: When the rate limit isFew readers

• API

  The Cal ID API is a REST-styled API that gives control over almost the entire Cal ID platform by providing all the resources available to our customers, exposed as simple HTTP endpoints. Whether you need to create an event type, modify it, fetch it, or remove it from your account, you can do all that with simple API requests. This isn't restricted to event types alone. You can do it all with the other resources as well, such as, bookings, availabilitFew readers

• How to set up requires confirmation?

  To set requires confirmation configuration, you simply need to: Log in to your Cal ID account Open the event-type from the cal.id/event-type page and click on -Advanced tab Enable the toggle that reads Requires Confirmation From here, -Select Always if you want it to be an event-type that requires confirmation at all times -Select When booked with less than  num time notice to only make it an opt-in event type when a booking iFew readers

• Glossary

  Here's a list of commonly used words in Cal ID platform:Few readers

• Cal ID and Razorpay Integration

  To start taking payments, please follow these steps: Go to the Cal ID app store Search for Razorpay. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image1rae54v.png =1179x615) Click install. Connect your Razorpay account (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image15e8e89.png =1Few readers

• Complete your Cal ID Onboarding

  Complete Your Cal ID Onboarding To get started with Cal ID, visit You will land up at Login page of Cal ID. Register it with your email account. Email Verification mail will be sent to your email to confirm the account. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image1cy7wp3.png =584x601)Popular

• Event Types

  Event types are your pre-set meetings, events, consultations, etc., which you can share with potential attendees. You can create as many event types as you need with each account, and each event type is customizable in terms of its name, URL, duration, availability, and location of the event. A deep dive into the advanced settings of each event type. Event types allow you to create different events for different occasions when booking a time with you in your calendar. These can be named differFew readers

• Secret Events

  Secret Events offers you the possibility of creating secret events also known as hidden events. A hidden event is a bookable appointment that can only be accessed via a private link. By default, this means that a hidden event won't show up on your booking page. Hidden events are just like regular events in that they can occur in-person, over the phone, or via video chat. Hidden events are a handy tool to use as part of your scheduling iSome readers

• Location of the Event

  Location of the Event offers a wide variety of supported locations for your event types. We offer the following locations: In person This could be an address and accepts a text input. Link You can provide a custom meeting link by choosing this location Attendee phone number Cal will ask the attendee to provide their phone number at the time of booking Organizer phone number You can provide your phone number as the booking location JitsiSome readers

• Availability Schedule

  Availability Schedule As the user can have a specific schedule for every event type. They can use a certain availability schedule for all event types, more than one event types, or have a separate availability schedule for each event type to better organize their event types. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image2am83e.png =1148x615)Some readers

• Multiple Durations

  Multiple Durations If you want to allow a client to choose between a meeting of 1 hour and one of 30 minutes, you don't have to create two different meetings; one of 60 minutes and one of 30 minutes. Instead, Cal ID gives you the possibility of using the same event-type and offer meetings with several durations where the booker can pick the preferred duration. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/imaget69r5e.png =1148x615) There are multiple optFew readers

• Event Buffer

  Event Buffer Event buffers are time spaces that can be appended before and/or after an event. This is helpful in scheduling your availability such that you have time to prepare for a meeting, take breather between two meetings/events or to accommodate travel time in case of events on a physical location. You can customize buffer time for each event so that you can accommodate the needs of that specific event type to further optimize your event type setup. (https://storage.crisp.chat/useSome readers

• Custom time-slot intervals

  Custom time-slot intervals Using the custom time-slot interval feature in your account settings, you can change the way your bookable appointment slots are displayed in your public booking page. The time slot intervals indicate the slots available for booking; therefore a smaller interval will mean lots of little slices, while a larger interval will mean a smaller amount of bigger durations. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/imagei1olgp.png =1Few readers

• Custom event name in the booking

  Custom event name in the booking Custom event names allow bookings to take in information from the booking and add it to the title. This feature allows the option to breaks away from the default "Event name" with "Attendee". (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/imagekbh38o.png =1147x615) You can currently use the following variables here:Some readers

• Minimum Notice

  Minimum Notice Cal ID allows you to set how many minutes, hours, and days are required before someone books your time. This minimum notice allows you to define the exact space of time that you might need as a notice period before any event can be booked. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/imagef1shrv.png =1156x615) For example, if the potential attendee wants to book the meeting with you tomorrow at 5:00 PM and you haveFew readers

• Booking Frequency

  We feel that our users must have a feature that will help them limit their booked events on a daily basis and deal better with the stresses of modern life. Every event carries different weight of stress and burnout, and so the events that lead to higher burnout should ideally be controllable in the frequency per day. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image19fat1d.png =1156x615) If you don't want more than five bookings of any specific event per daSome readers

• Limit Future Bookings

  If there is a period in the future after which you think managing your Cal ID events carries some level of uncertainty, with this feature, you can limit how far in the future your event can be booked. You can select how many calendar/business days will be displayed on your booking page as available for booking, or you can select a date range after there will be no slots showing. This can also be useful if you want to keep an eye on your immediate events to ensure no unwantSome readers

• Add events to calendar

  Add events to calendar Cal ID offers the possibility of automatically adding events to the calendars connected to your account. You can follow the video in case you don't have a calendar connected to your Cal ID account yet. If you have connected a calendar with your Cal ID account, you can easily select where the events should be created, in case anyone books you through Cal. You can select default calendar to add the booked events to by going to /settings/calendars (https://stSome readers

• Booking Questions

  Booking questions When you create a new event type, a few basic booking questions are already created for your new event type. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image7tehrb.png =1168x615) If you'd like to collect more information about your attendees, you can use our booking questions feature and get the necessary information filled out by your attendees when booking. The booking questions can be either required or optional, depending on yourFew readers

• Requires Confirmation

  Managing your meetings and calendar events can be quite stressful, especially if you don't know if the upcoming event is something that requires your attention at all. Luckily, if you set the event type to require your confirmation on each booking, you can reduce your workload by confirming or declining the booking in question. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image4usjyd.png =1134x615) You will still receive an email but it's in the form of bookSome readers

• Hide notes in calendar

  Hide notes in calendar Toggling this option in the event type settings will hide additional inputs and notes in the calendar entry. They will still be sent in your email confirmation. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image1yk8l7t.png =1149x615) Most of the entries in notes and additional inputs contain personal information, and if you have a team or shared calendar, for example, you can protect your attendee's privacy by hiding all this info.Few readers

• Booking Success URL

  If you want to redirect attendees to a custom URL after each completed booking, this feature will allow you to do just that. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/imageyapt9c.png =1172x615) This feature is most commonly used to redirect your attendees to your website or a simple "Thank you" page after they submit their booking.Some readers

• Single use private links

  Single use private links As you may already know, the event types have their own URLs which you can share with your potential attendees. But if you want to prevent attendees from seeing your calusername that leads directly to your booking page, you can use this feature to generate a single use private link. This private link regenerates after each use, so your attendees won't be able to use this URL to book your time again. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6fFew readers

• Offer Seats

  If you have an event type with the "Offer seats" feature toggled in advanced tab, you can have more than one attendee book a specific slot. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image1spmtps.png =1136x615) This feature would be useful for all those businesses, classes, seminars etc. that offer "seats" as in attendance spots. Just select the maximum number of seats in your event-type settings and your attendees will be able to book slots multiple timesFew readers

• Disable guests

  Disable guests If you do not wish for your booker to add other guests to your event type, you can make use of this feature to disable adding guests to the event during the booking of this event. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image105hoaq.png =1175x615) It is part of the booking questions that you can make use of. By default, it is allowed for the booker to add guests. By default, the Add guests toggle is enabled which allows the booker toFew readers

• Paid Bookings

  With Cal ID you can monetize your bookings. We offer the best platform to ensure appointment scheduling and payment collection is an effortless process. From RSVPs to coaching and consultancy sessions, Cal ID makes it easy to get paid before your meeting even starts. Enable your Razorpay app, and decide which of your bookable events have charges and exactly how much those are. To learn more about the set up process of paid bookings, please take a lFew readers

• Availability

  Availability Cal ID allows you an extensive availability setup with numerous customization possibilities. From setting multiple time slots per day, to multiple schedules and custom date overrides, you can do so much to customize the availability schedule as per your needs. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image1cm61as.png =1173x615) (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image1Few readers

• Multiple time slots per day

  Multiple time slots per day Cal ID allows you to break your regular schedule day into multiple slots, allowing you to easily take time out of the calendar for consistent events such as lunch breaks, coffee breaks, or even recreational breaks. (https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image14yqzzp.png =1176x615)Few readers

• Date Overrides

  Date overrides Cal ID allows you to create date overrides so that you can dictate when you wish to be unavailable within your typical schedule. Often times, you become unavailable for various reasons within your regular schedule and you don't have an event created in either Cal ID or any connected calendar, but you are busy to take any meetings. In such cases, you can simply make use of the Date overrides and block your otherwise bookable calendar out as per your rFew readers

• Multiple schedules

  Multiple schedules You can set multiple schedules in the availability section of the application and organize your event types better by customizing your availability, quite simply, by selecting respective schedule as the availability for an individual event type. You can check Setting up your availability to link your created availability schedule with an event type. (https://storage.crisp.chat/users/helpdesk/website/-/Few readers

• App Store

  App Store The whole idea behind Cal ID is to make scheduling easy, we want it to be an effortless process, and we want everybody to be able to access it. With this in mind, we built an app store. Our apps let you extend Cal ID features, and makes integrating other services effortless. This makes it easy to customize your Cal ID experience. Apps can be used to do things like add extra calendar connections or host a virtual team-building session. The Cal ID app store also makes iFew readers

• Webhook

  Webhook Webhooks offer a great way to automate the flow with other apps when invitees schedule, cancel or reschedule events, or when the meeting ends. The webhook subscription allows you to listen to specific trigger events, such as when a booking has been scheduled, for example. You can always listen to the webhook by providing a custom subscriber URL with your own development work. However, if you wish to trigger automations without any development work, you can use the integration with ZapFew readers