Setting Up Calendar Boost

We’ve paid special attention to making configuration in Calendar Boost a breeze for our users. You can access all general settings, features, and customization options immediately after logging in. To help you set up everything smoothly, we’ve divided the settings into Global Settings and Appointment Settings.

Global Settings are focused on customizing Calendar Boost to fit your needs perfectly. Here, you can set up time format, time zones, date format, and more.

Appointment Settings allow you to configure all the necessary appointment details to make booking management as easy as possible. You can choose whether you want to manually approve appointments, set default time slots, and define time limitations.

Additionally, you can also configure:

• Company Settings (you’ve already filled most of these fields during the signup process)

• Office Hours

• Company Days Off

• Services

• Employees

• Locations

• Schedule

• Email Notifications

• SMS Notifications

• Payment Settings

• Users and Roles

• Time Zones

General Settings

General Settings are designed to allow you to configure fundamental options that will be applied throughout the entire Calendar Boost application. Currently, these settings are divided into two main sections:

• Appointment Settings

• Global Settings

To access them, click on the Settings icon in the bottom left corner of your Admin section.

Appointment Settings

In the Appointment Settings section, you'll find essential configurations for managing time slots and appointments within Calendar Boost.

Default Time Slot Step

This setting determines the time increment used throughout the application for various durations, including employee working hours, special days, service durations, and buffer times.

By default, it is set to 30 minutes, but you have the flexibility to adjust it according to your needs. It is important to note that all durations in Calendar Boost must be divisible by this number.

Example:
If you want to offer a service lasting 2 hours with buffer times of 5 minutes, set the Default Time Slot Step to 5 minutes.

Use Service Duration as Booking Time Slot

This option affects how time slots are displayed to your customers:

Disabled:
When disabled, the Default Time Slot Step determines the available booking increments.
For example, if the default time slot step is 5 minutes and your service lasts 1 hour, the offered time slots will be:
09:00 to 10:00, 09:05 to 10:05, 09:10 to 10:10, and so on.

When a customer books an appointment, the service duration will block overlapping time slots. For example, if a customer books at 09:55, the surrounding time slots will be blocked due to the one hour service duration.

Enabled:
When enabled, the service duration (plus any extras) determines the available time slots.
For example, if the service lasts 1 hour and an extra adds 30 minutes, the appointment duration becomes 1.5 hours.

If an employee works from 09:00 to 17:00, the offered time slots will be 09:00 to 10:30, 10:30 to 12:00, and so forth.

Enabling this option also allows you to use the Add buffer time to the duration of the service when showing time slots setting.
For instance, with a 30 minute buffer added to the example above, the appointment duration becomes 2 hours, and the offered time slots will be 09:00 to 11:00, 11:00 to 13:00, and so forth.

Status and Time Limitations

The following options apply to all appointments in Calendar Boost.
However, note that Minimum Time Required Before Booking and Number of Days Available for Booking in Advance can also be configured per service.
If these options are defined differently within the Service Settings, they will override the global settings configured here.

Default Appointment Status

This setting determines the initial status of all appointments when scheduled.

By default, it is set to Approved, meaning appointments are automatically confirmed.
When email, SMS, or WhatsApp notifications are configured, this status triggers the Appointment Approved notification for both customers and employees.

Changing the status to Pending requires manual approval by the site admin, super admin, or assigned employee.

Note:
Even if the default status is Approved, Group Appointments with a minimum capacity above 1 will initially appear as Pending until the minimum capacity is reached. Once it is reached, the status will automatically update to Approved.

Minimum Time Required Before Booking

This option sets how soon before an appointment a customer can book.
For example, setting it to 1 day means customers cannot book appointments within the next 24 hours.

By default, this is Disabled, allowing customers to book any available slot, even a few minutes before the appointment starts.

Minimum Time Required Before Canceling

This setting defines how soon before an appointment a customer can cancel.
For instance, if set to 2 hours, customers cannot cancel within two hours of the scheduled appointment time.

By default, this is Disabled, meaning customers can cancel at any time.

Minimum Time Required Before Rescheduling

Similar to canceling, this setting prevents customers from rescheduling too close to the appointment start time.
For example, if set to 1 hour, customers cannot reschedule an appointment that begins within the next hour.

By default, this is Disabled, allowing rescheduling at any time.

Period Available for Booking in Advance

This determines how far in advance customers can schedule appointments.
The default value is 100 days.
Adjust this setting if you want to limit how far ahead customers can book.

Global Settings

These settings manage formats, time zones, and several aspects of your backend view in Calendar Boost.

Date Format

Choose from various date formats used globally and select the one that best suits your business and customers.

Time Format

Similar to the date format, Calendar Boost lets you choose between a 12 hour or 24 hour time display.

Time Zone

Select the time zone for your business operations. This will apply to all employees unless their schedules are set in different zones.
Both you and your employees can modify this setting in the Employee Panel.

Your customers will always see available time slots in their local time zone, but the display behavior can be adjusted in the Customize section.

First Day of the Week

Choose which day your calendar starts on.
By default, it is Monday, but you can select any day that best matches your business week.

Default Phone Country Code

Set the default phone country code used in your region. This code will be automatically applied throughout the system.

Default First Page

Choose the initial page you land on when accessing the admin section.
By default, it is set to Calendar, but you can change it to Dashboard or Appointments depending on your preference.

Dashboard Language

In addition to English, the Calendar Boost dashboard is available in:
Brazilian Portuguese, Czech, German, French, Italian, Dutch, Russian, Spanish, Serbian, Swedish, and Thai.

As new translations are completed, they will be added to the platform.
If you wish to contribute to Calendar Boost translations, please email our support team at help@calendarboost.com.

Services are the foundation of your business, allowing customers to schedule appointments with you or your employees. In this section, we'll guide you through creating, managing, and customizing services using the Calendar Boost booking system.

Video Version

https://youtu.be/Us5wqNga8jQ

Creating Categories

When your account was created, Calendar Boost automatically generated some sample services and placed them in the Default Category. This category is provided to give you a starting point. While it cannot be deleted, you can easily rename it by clicking on the three-dots menu on the category bar and selecting Edit Category.

Creating Categories

To create new categories, click on the + Add Category button located on the left side of the page, just below the Default Category.

Enter the desired category name, then click Add Category to include it in the list on the left side of the page.

You can reorder categories by clicking and dragging the drag-and-drop icon next to each category.

The order you set for categories here will determine how they appear on your Booking Website. Next to each category, you’ll see a three-dots menu offering the following options:

• Edit Category: Modify the category name.

• Share Category: Share the booking form with the selected category preselected.

• Delete Category: Remove the category (except for the Default Category, which cannot be deleted).

Sharing Options

The Share Booking option allows you to share a specific category with your customers. Clicking on it provides several sharing methods:

• Share Link: Direct link to the category.

• Embed Code: HTML code to embed the category on your website.

• QR Code: Scannable code for quick access.

• Email: Send the category link via email.

• Social Media Post: Share the category on social platforms.

• WordPress Plugin Download: Download the WordPress plugin to integrate the category into your site.

When you choose one of these options, the category will be preselected for easy sharing. You can share the entire category or select specific services, employees, locations, date ranges, or time slots as needed.

Note: If all services within a category are hidden, sharing the category will not be possible. You can manually share an individual hidden service, but currently, sharing a category containing only hidden services is not supported.

Creating Services

To create a new service, click the + Add Service button located in the top right corner. A popup modal will appear where you can enter the details for your new service.

Creating a New Service

In this modal for creating a new service, you can configure all the details for the service you’ll offer to your customers on the Booking Website:

• Service Image: Upload the main service photo here. This image will appear on the Services page in your admin dashboard and on the Booking Website to visually distinguish your offerings. Click anywhere in the upload square to select a photo from your files, or simply drag and drop an image into the area.

• Service Name: This field is mandatory and defines the name of your service. Without entering a name, the service cannot be saved.

• Color: Choose a color for the service avatar. This color will be displayed on both the admin services page and the Booking Website if no service photo has been uploaded. Click on the color box to open the palette, or manually enter a HEX or RGB code for a specific color.

• Category: Select the category where this service will be stored. This field is mandatory because every service must belong to one category. Note that a single service cannot exist in multiple categories; however, you can duplicate a service and move the duplicate to another category if needed.

• Description: Use this field to describe your service. While short service names like “Men’s Haircut” may not require lengthy explanations, adding a clear and informative description helps customers understand what to expect. The description appears when customers click “Learn More” on the Booking Website.

• Employees: Choose the employees who will provide this service. While not mandatory, assigning at least one employee is essential for the service to appear on the Booking Website and be available for booking. Services without assigned employees cannot be booked.

• Duration: Define how long the service lasts. The available time slots depend on the Default Time Slot Step set in your General Settings. If the desired duration is unavailable, adjust the Default Time Slot Step accordingly in Settings → General Settings.

• Price: This field is required, though you can set the price to $0.00 if the service is free. The currency format, position, decimal places, and separators are determined by your Payment Settings. You can modify these preferences in Settings → Payments.
  Note: Calendar Boost does not automatically convert exchange rates. If you set a service price in one currency and later change the Payment Settings to another currency, the numeric value will remain the same but will be displayed with the new currency symbol.

• 

• Managing Services

  Once you’ve created a service, you can return to the Service List by clicking Close.
  Alternatively, clicking Go to Service will redirect you to the service’s dedicated page, where you can configure additional options for that specific service.

  You can also access a service’s page by clicking the three-dots menu next to the service name and selecting Edit Service from the dropdown options.

  When editing a service, you’ll find four menu items on the left side of the screen:

  1. General

  2. Pricing

  3. Capacity

  4. Custom Fields

Once you've created the service, you can return to the Service List by clicking "Close." Alternatively, clicking "Go to Service" will redirect you to the service's page where you can configure additional options for that specific service.

You can also access the service's page by clicking the three-dots menu next to the service and selecting "Edit Service" from the options.

When editing a service, you'll find four menu items on the left:

Service Tabs

When editing a service in Calendar Boost, you’ll find two key tabs that let you manage both the visual presentation and advanced configuration of the service:

Appearance

This tab contains all the appearance options you set during the creation of the service. If you wish to modify any of these settings—such as the service image, name, color, or description—you can do so here.

Settings

This tab allows you to configure additional options that determine how the service operates:

• Employees: Select the employees who will be assigned to this service. Only employees assigned here will be able to accept bookings for it.

• Where do you want to provide the service: Define whether the service will be provided Online, On-Site, or at All Locations.

  • To offer the service Online, you must first set up at least one online meeting integration (such as Zoom or Google Meet).

  • For on-site services, the location will be determined by the employee’s assigned Default Location. However, employees can work at multiple locations as defined in their Working Hours or Special Days.

• Service Badge: Assign a badge to highlight the service to your customers. Expand the drop-down menu to view default badges such as Best Value, Most Popular, and Premium.
  Selecting Manage Badges allows you to edit or delete existing badges or add new ones. These badges are great for promoting special offers, featured services, or premium options.

Duration and Buffer Time

• Duration:
  This is the duration you configured when creating the service, but you can adjust it here if needed. The service duration determines how long each appointment will last.

• Enable Buffer Time:
  When this option is enabled, two additional fields appear — Buffer Time Before and Buffer Time After. These settings allow you to define the amount of time before and/or after an appointment during which the employee will be unavailable.

  Customers will not see buffer times on the Booking Website, but they are visible on the Admin Calendar once the appointment is booked. Buffer time reduces the total number of available time slots in a day since it’s added to the appointment’s overall duration.

  Example:
  A 1-hour service with 30 minutes of buffer time will take up 1.5 hours on the calendar and block 1.5 hours in the employee’s schedule.

  • Buffer Time Before: Allows your employee to prepare for the appointment.

  • Buffer Time After: Gives the employee additional time to rest, clean up, or prepare for the next appointment.

  The time slot options available here are based on the Default Time Slot Step defined in your General Settings.

• 

Pricing and Payment Options

• Price:
  This is the price you configured when creating the service, but you can update it here if needed. The price determines what customers will pay when booking the service.

• Tax:
  By default, Calendar Boost does not have any taxes configured. When you expand the Select Tax drop-down, you may see No Data.
  To add taxes, navigate to the Finance section on the left menu, then open Taxes. After adding tax options, you’ll be able to select the appropriate one when editing the service.

• Payment Method:
  If you’ve connected at least one Online Payment method and haven’t disabled the On-Site payment option in Payment Settings, you can choose how this specific service will handle payments:

  • Online: Customers must pay online.

  • On-Site: Customers pay in person.

  • All: Both online and on-site payments are available.

• Enable Deposit Payments:
  This option is disabled by default and cannot be activated until you’ve added at least one Online Payment method. Once available, this feature allows customers to pay a deposit instead of the full amount upfront.

• This is a Private Service:
  When enabled, the service becomes invisible on the Booking Website. However, you can still book appointments for it via the back end (from the Appointments page).
  You can also share this private service with customers by using the Share Booking option at the top of the Calendar Boost dashboard. When accessed through that specific link, the service will be visible only to those who have it.

• Enable Recurring Appointments:
  Enabling this feature allows you to set up the service for recurring bookings. Once activated, you can configure:

  • Recurrence frequency: Daily, weekly, or monthly.

  • Minimum and maximum number of recurring appointments a customer can select.

  • Payment handling: How recurring appointments will be billed (e.g., per session or upfront).

  • Unavailable slots: How the system will handle non-available dates or times in a recurring sequence.

If the minimum number of appointments is set to 0, customers can book a one-time appointment instead of a recurring one.

Redirects and Group Booking

• Redirect URL After a Successful Booking:
  Enabling this option allows you to specify a URL where customers will be redirected after successfully booking an appointment.
  This can be configured individually for each service. If enabled in Service Settings, it will override the Redirect URL defined in the Customize section.
  This is particularly useful for redirecting customers to a thank-you page, a special offer, or a custom confirmation page after booking.

• Enable Group Booking:
  When this option is enabled, two additional fields become available — Min Capacity and Max Capacity. These determine the minimum and maximum number of people who can book the service.

  • By default, both values are set to 1, meaning each appointment is for a single customer only.

  • Increasing the Max Capacity above 1 enables group appointments, where multiple customers can book the same time slot.

  Once Max Capacity is set higher than 1, two more options appear:

  • Customers Can Choose the Number of People When Booking:
    Allows customers to specify how many people they are booking for. If disabled, customers will only be able to book for themselves.

  • Multiply the Price by the Number of People:
    By default, the service price applies to the entire appointment. Enabling this option multiplies the price by the number of people in the booking.

  You can configure capacity globally for the entire service and apply it to all assigned employees, or set different capacities per employee in the employee’s individual settings (see the Employees page for details).

  To allow multiple customers to book the same appointment slot until the maximum capacity is reached, navigate to Features & Integrations → Group Booking, and enable the Group Booking feature there. Once activated, multiple customers can book the same appointment until the defined capacity is full.

Appointment Settings

The Appointment Settings section includes two options that you may have already encountered in Calendar Boost’s General Settings:

• Minimum Time Required Before Booking

• Number of Days Available for Booking in Advance

These settings allow you to override the default behavior defined in Calendar Boost’s General Settings for individual services.

For example, if the global Minimum Time Required Before Booking is set to 1 day, you can customize a specific service to require 7 days’ notice or any other time frame that best fits your scheduling needs.

Similarly, while the Number of Days Available for Booking in Advance is typically set to 365 days by default, you can adjust this for certain services to shorten or extend how far in advance customers can book.

This flexibility allows each service to have its own booking rules, ensuring that your scheduling process aligns perfectly with the specific needs of your business.

Extras

The Extras tab allows you to enhance your services by offering additional add-ons, known as extras. These can serve as upsells that give customers the option to personalize or upgrade their booking experience.

For example, a barber might offer “Beard Oil” as an extra that clients can add to their haircut appointment during the booking process.

When creating or editing an extra, you can configure the following options:

• Picture: Upload an image that represents the extra.

• Name: Enter the name of the extra.

• Price: Set the additional price that will be added to the main service cost.

• Tax: Apply a tax rate to the extra if applicable.

• Duration: Define any extra time required for this add-on.

• Maximum Quantity: Set the maximum number of units a customer can select for this extra.

• Description: Provide details about the extra to help customers understand what it includes.

• Hide this extra on the Booking Website: Choose whether to make this extra visible or hidden on your Booking Website.

• Multiply Extra with the Number of People: Enable this if the price of the extra should be multiplied by the number of participants (useful for group services).

Extras are a great way to boost your revenue, offer more customization, and create a premium experience for your customers.

Gallery

The Gallery tab lets you display images that visually represent your service, helping you create a more engaging and trustworthy booking experience. This section serves as an image showcase for your website, allowing potential customers to see what your service is all about before they book.

You can upload a variety of images, such as:

• Photos of your workspace or office

• Action shots of your employees providing the service

• Before-and-after examples or images of the process

• Industry-related visuals that highlight the atmosphere or quality of your services

All uploaded images will appear as a slideshow on the booking page, providing a professional and visually appealing presentation of your service. This helps customers understand what to expect and builds confidence in booking with you.

Employees are the individuals who deliver services within your company. Depending on your chosen Calendar Boost license plan, you may be a solopreneur where you are the sole employee, or you may have a team of employees. As an admin, you can easily set their unique schedules and monitor their business activities.

If you are the sole service provider, there’s no need to worry. Your admin details were used during the onboarding process to create the first employee. However, it’s important to ensure that this employee is connected to at least one service. If you didn’t set this up during onboarding, you can continue reading to learn how to do it.

Video Version

https://youtu.be/qeegAYnC9Oc

Creating Employees

To add a new employee, go to the Employees page by clicking the icon in the sidebar. Then, click on the "+ Add Employee" button to open the employee details page.

As a new user, you'll see five tabs with options to configure. Keep in mind that the "Special Days" tab is a Custom Feature, which needs to be enabled in the Features & Integrations section to use.

Employee Info

When creating a new employee profile, it's important to start by configuring the employee’s basic information:

Profile Image: Upload an image to help identify the employee in the Calendar, Employees, and Appointments pages. This gives customers a visual reference during the booking process, making it easier to recognize the employee.

First Name: This field is mandatory and must be filled out.

Last Name: Also mandatory, ensure this field is completed for accurate identification.

Email: The email address is used to register the employee as a user in Calendar Boost. It is mandatory and serves as the primary contact for notifications and login purposes. Each email must be unique across all users.

Phone: The default country flag is set in General Settings, but you can adjust it here for individual employees if needed.

Location: This field will not be visible until at least one location is created in the Locations section of Calendar Boost. While an employee can cover different locations during Working Hours, selecting a Default Location is mandatory, especially if you have multiple business locations.

Employee Badge: Calendar Boost provides 3 default badges (Best Value, Most Popular, and Premium), which can be edited or changed. You can also create new badges to promote an employee’s services on the booking website.

Time Zone: The default Time Zone is configured in Calendar Boost’s General Settings. However, since you may have employees in various regions, you can set the time zone per employee. This ensures that when the employee logs into their account, they see appointments in their local time zone. As an admin, you will view appointments in your own time zone, simplifying scheduling and management.

Description: Use this field to provide a brief but informative description of the employee. Including details such as their experience, working style, and specialties helps customers choose the right employee for their specific needs and preferences. This personal touch enhances the customer’s booking experience and builds trust in the services offered.

If you configured the Zoom, Microsoft Teams, or Google Meet integration through their respective pages in Features & Integrations and linked your employee with Google/Zoom/Microsoft accounts, these platforms will appear as locations in the employee's profile.

Employee Badge

The Employee Badges feature in Calendar Boost allows you to highlight specific employees on your booking page, making them stand out from the rest. You can choose from default badges such as Best Value, Most Popular, and Premium, or create custom ones tailored to your business needs.

This feature is ideal for promoting top-performing employees, guiding customers toward preferred choices, or distinguishing specialists with unique expertise. Use employee badges to enhance visibility, improve booking decisions, and increase engagement with your team.

Assigned Services

In the Assigned Services tab, you can manage which Categories and Services an employee will provide by enabling or disabling them. Once services are assigned to the employee, you can set different prices for those services specific to that employee, as well as define custom minimum and maximum capacities.

This feature allows you to tailor each employee’s offerings, pricing, and capacities according to their skills or specialties. If you decide to adjust the default service price or capacity, the process is simple. When updating an employee’s prices or capacities, Calendar Boost will prompt you to choose whether the changes should apply to all employees or only to the selected one. This flexibility is particularly valuable when managing large teams with varied pricing or service capacities.

On the Booking Website, services with different prices will display “From” next to the lowest available price, while the “Choose Employee” step will show a “+” or “–” followed by the price adjustment in parentheses. This ensures complete transparency for customers when selecting both the service and the employee.

This section enables you to configure your employee’s working schedule, which can be a fixed schedule throughout the week or one that varies based on services and/or locations.

By default, the working hours set during the onboarding process will mirror the Office Hours and apply to all Assigned Services and the Default Location. However, you have the flexibility to make adjustments as needed.

At the top of this page, you can also set limits on the number of appointments the employee can have per day, week, or month. These limits will override the available time slots in the employee's schedule.

Working Hours

This section enables you to configure your employee’s working schedule, which can be a fixed schedule throughout the week or one that varies based on services and/or locations.

By default, the working hours set during the onboarding process will mirror the Office Hours and apply to all Assigned Services and the Default Location. However, you have the flexibility to make adjustments as needed.

At the top of this page, you can also set limits on the number of appointments the employee can have per day, week, or month. These limits will override the available time slots in the employee's schedule.

Apply to Other Days

The “Apply to Other Days” feature, located in the bottom right corner of each daily schedule, allows you to quickly replicate working periods from one day to multiple days. Clicking this option opens a popup where you can choose to apply the configured working hours to all days or select specific custom days.

Break Periods

Currently, there’s no direct method to configure break periods within the Working Hours interface. However, you can simulate breaks by creating multiple working periods. The time gap between these periods will automatically serve as a break, during which the employee will not be available for appointments.

Example:
If you create two working periods: 09:00–11:00 and 12:00–15:00,
the time between these periods (11:00–12:00) will act as a break period for the employee.

Days Off

The “Days Off” section allows you to easily manage your employees’ time off—whether for vacations, public holidays, or sick days.

To add a Day Off or a range of days:

1. Click the “+ Add Day Off” button in the top right corner.

2. A popup will appear where you can:

   • Name the Day Off.

   • Select a single day by double-clicking the date.

   • Choose a range of dates by clicking the start and end dates.

   • Decide whether this day will be repeated annually (e.g., Christmas) or will be a one-time event (e.g., vacation).

This feature helps you accurately track employee time off and ensures their schedules in Calendar Boost reflect their real-time availability.

Once you click on "Add Day Off", you'll see a popup at the bottom of the screen, where you'll need to Save Changes.

Special Days

Please Note: The Special Days feature is enabled by default when you start your free trial, but it is a custom feature that must be activated on the Features & Integrations page. If you don’t see it in an employee’s profile, make sure it’s enabled first.

Sometimes, employees may have unique events or appointments that temporarily affect their regular working hours. This is where Special Days come in.

To manage these situations:

1. Click the “+ Add Special Day” button in the top right corner.

2. A popup will appear where you can:

   • Select a single day or a range of dates.

   • Adjust the time periods for these special days.

   • Ensure the time periods reflect the employee’s altered schedule or absence.

Example:
If an employee has a doctor’s appointment on August 2nd from 10:00–12:00, create a Special Day for that date and set time periods that accommodate the absence.

This feature in Calendar Boost ensures that your schedules remain accurate and up-to-date, even when employees have special circumstances affecting their availability.

Click on Add Period in order to add this period to the Special Day. You'll notice that this period has been minimized in the popup. Clicking it will allow you to edit it.

If you intend to include several periods for a Special Day, it's important to add them in sequential order. For instance, add 08:00 - 10:00 first, followed by 12:00 - 17:00. The order matters because the initial period you add will block time slots preceding it. If you add 12:00 - 17:00 before 08:00 - 10:00, you won't be able to select the earlier period afterward. This sequence ensures the correct scheduling for the employee's special circumstances.

After adding the first period, such as 08:00 - 10:00, proceed to add the next period, like 12:00 - 17:00. Click on "Add Period" again if there are additional time slots needed. Once all the necessary periods are added, click on "Add Special Day" to save the entire schedule. It's crucial to remember to click "Add Period" for each new time slot; otherwise, the Special Day will be saved with only the first period included

After clicking "Add Special Day," a popup will appear at the bottom of the screen. Here, you'll need to click "Save Changes" to ensure that the Special Day is saved with all the configured time slots and details.

Working with employee list and tracking their business

On the Employees page, you'll find a comprehensive list of all your employees along with their essential details such as photos, names, emails, and phones. If you have numerous employees spread across multiple pages, you can efficiently search for employees by name or utilize the Filters option to search by Services or Locations they are assigned to.

To manage your employees, you have a few options:

1. Bulk Delete: Select multiple employees using the checkboxes next to their names and use the "Delete" option at the top of the page.
2. Individual Deletion: You can also delete employees one by one by selecting the checkbox next to their name or by clicking on the three-dots menu on the right side of the employee bar and choosing the "Delete Employee" option.

If the employee has future appointments scheduled, you will receive a warning prompt asking for confirmation before deletion. If you proceed with deletion, both the employee and their future appointments will be removed permanently.

Please note that this action cannot be undone.

The three-dots menu (...) also allows you to

• Edit an employee and change the employee's info, assigned services, or working hours;
• Reset the password of the employee;
• Share the booking form where this employee is preselected;
• Disable the employee, so they can't be booked.

As for tracking employees' performances, this can be done by simply clicking on one employee from the list. Once you click on the employee, the sidebar with additional info will open and show:

• Employee's picture,
• First and last name,
• Working hours,
• Employee's business for the next 7 days including:
  • Number of appointments,
  • Cashed (earned money, counting only paid appointments)
  • Percentage of load (counting the number of booked hours compared to the total number of available hours set in working hours)
  • Hours in appointment (number of booked hours)
• The three-dots menu (...) from where you can generate a Booking Link, Edit, or Delete the currently selected employee.

 

Locations

In Calendar Boost, locations are designed for businesses that operate across multiple places. The option to manage multiple locations is a custom feature, automatically activated during your free trial.

By default, Calendar Boost begins with a single location, suitable for businesses that operate from one place. If your business is fully online or you provide services from a single address, there’s no need to configure multiple locations. Simply enter your company’s address in the Company Settings, and it will serve as your default business location.

Calendar Boost also supports Zoom, Microsoft Teams, and Google Meet as online locations. However, if you need to manage multiple physical locations, this guide will walk you through how to create and organize them within the Calendar Boost platform.

The Locations feature is a premium option and counts toward your total number of Custom Features & Integrations.

Enabling the Locations Feature

During your free trial, the Locations feature is automatically enabled. For existing customers who wish to activate it, follow these steps:

1. Go to the Features & Integrations section.

2. Locate the “Multiple Locations” card.

3. Click “Enable.” Once activated, the card will refresh and display the “Disable” button. This means the feature is ready to use and will now appear in the left-hand menu.

Note:
If you’ve already configured Google Meet, Zoom, or Microsoft Teams integrations, these will automatically appear as online locations. These default online locations cannot be modified or removed, as they are used for virtual service delivery.

Creating a New Location

Once you access the Locations section, you can create your first location by clicking “+ Add Location.” A popup modal will appear where you can define the new location by completing the following fields:

• Image: Upload an image of the location to help customers recognize it or provide a visual description. You can click the circle to upload an image or simply drag and drop it.

• Name (mandatory): Enter the name of the location, for example, “Elite Fitness Center, Lagos.”

• Address: Start typing the address, and Google Maps will suggest matches. Select the correct one, and the map below will automatically drop a pin at that location. You can manually drag the pin if needed. If the address isn’t correct, check “Not right address?” to manually enter the latitude and longitude.

• Pin: Choose a pin color from 8 available options to help visually distinguish your locations on the map.

• Phone: Enter the phone number associated with the location.

• Description: Write a short description of the location and the services provided there.

This setup ensures that your customers can easily identify, select, and book services at the right location within Calendar Boost.

Once a new location has been added, a “Success” prompt will appear. You can either close it or click the “Go to Location” button to access additional settings for that location.

If you choose “Go to Location,” Calendar Boost will take you to the detailed overview page of the location. Here, you can review and modify the information you entered during setup. You’ll also find two tabs on the left side of the page:

• Office Hours

• Gallery

The Office Hours tab allows you to set the location’s general operating hours. These hours will be displayed on the location’s page of your mini-website, letting customers know when the location is open. However, these hours do not directly affect the availability of services.

To manage when services are actually available for booking, you’ll need to configure each Employee’s Working Hours. This lets you assign specific locations to employees during their scheduled work times. By aligning employee schedules with particular locations, you ensure that services remain accurately available and bookable at the right times and places within Calendar Boost.

The Gallery tab allows you to enhance the location's profile by adding a gallery of images related to the location. These images will be showcased to customers during their booking process once they select the location.

To add images to the gallery:

1. Click on the field for uploading photos.
2. Upload images from your files to create an engaging visual representation of the location.

Once you have finished entering all location details, remember to click the "Save Changes" button that pops up at the bottom of the screen. This ensures that the location information is saved and displayed correctly on the page for customers to view and select.

Please Note:

For locations to appear during the booking process in Calendar Boost, they must be linked to employees through the Employee Info and Working Hours tabs.

• Choose a default location for each employee.

• Assign specific locations for individual working periods to create customized schedules.

• Since employees can work across multiple locations, Calendar Boost provides flexibility to assign different locations to different working periods.

Working with the Locations List

All locations are displayed on the Locations page, showing essential details such as the location name, address, and phone number. Clicking on a specific location opens a sidebar containing more detailed information.

Sidebar Details:

• Office Hours: View the location’s operating hours.

• Address: The full address is displayed on a map for easy reference.

• Gallery: Displays a collection of images associated with the location (if any).

To edit a location, simply click the “Edit” button at the top of the right-hand sidebar.

If you manage multiple locations, you can easily search for a specific one by typing its name in the search bar.

Each location also includes a three-dots (…) menu on the right side, offering the following options:

• Edit: Modify the location’s details.

• Delete: Remove the location from the list.

Important Note:

If you try to delete a location that has past or upcoming appointments, a warning message will appear to prevent accidental deletion.

If you proceed to delete a location with booked appointments, all associated past and future appointments will also be permanently removed.

⚠️ This action is irreversible and cannot be undone.

On the Booking Website

Customers will find a “Locations” tab at the top of your booking website. Clicking on it will display all your physical locations.
(Please note: Online locations such as Zoom, Google Meet, or Microsoft Teams will not appear in this section.)

Managing Your Business Schedule

Managing your business schedule in Calendar Boost involves several key components: Working Hours, Days Off, Special Days, and Office Hours. Each of these plays a vital role in maintaining an efficient and organized booking system.

Let’s explore these essential elements in detail:

Availability of Time Slots (Services)

The availability of services within Calendar Boost is directly linked to the Working Hours, Days Off, and Special Days configured for your employees.

Here’s how it works:

• If your employees have Working Hours set from Monday to Friday, 09:00–17:00, all services assigned to them will be available for booking during those hours. The availability depends on the duration of each service.

• To customize service availability for a specific employee, you can create multiple working periods in their profile.

Example:
Employee A handles Service 1 from 09:00–12:00 and Service 2 from 13:00–15:00.

You would create two distinct working periods:

• Working Period 1: 09:00–12:00, assigned to Service 1

• Working Period 2: 13:00–15:00, assigned to Service 2

This setup allows you to precisely control which services are available during each period, offering flexibility and accuracy in your daily schedule.

Special Days

Special Days in Calendar Boost let you override an employee’s regular working hours for specific dates or date ranges.

For example, if an employee normally works from 09:00–17:00, you can create a Special Day for a certain date where they’ll work 10:00–14:00 instead.

This feature is ideal for handling temporary schedule adjustments such as:

• Company events

• Training sessions

• Public holidays

• Personal appointments

Note: Special Days offer flexibility but cannot override Days Off.

Days Off

Days Off are used to completely block off an employee’s availability for one or more days. This is helpful for managing:

• Vacations

• Sick leaves

• Personal days

• Public holidays

When a Day Off is assigned, the employee will not be available for appointments on that day, preventing double bookings or scheduling conflicts.

Working Hours

Working Hours are defined per employee, allowing you to set personalized schedules for each team member.

For example:

• John: 09:00–17:00

• Mark: 12:00–20:00

These working hours apply across the week (Monday to Sunday) and automatically repeat each week unless modified.

By setting distinct working hours, days off, and special days in Calendar Boost, you can create a balanced, transparent, and highly flexible scheduling system that reflects your business’s real operations and availability.

Example Scenario: Assigning Services and Locations

In the example above, the employee is scheduled for "Shaving" and "Beard Trim" services from 09:00 to 12:00 at the Barbershop Salem location.
After a 1-hour break (to allow travel time), the next working period begins at 13:00 and ends at 16:00 at Barbershop St. Louis, where the employee offers only the "Haircut" service.

The third working period immediately follows the second and represents an online session where John Doe conducts a "Small Group (up to 40)" lecture via online platforms such as Google Meet, Zoom, or Microsoft Teams.

Although the employee’s Default Location is set to Barbershop St. Louis in the Employee Info tab, this has been overridden within the working hours for specific services.

Understanding Default and Custom Locations

If both the Default Location and Assigned Services are selected in the working periods, the employee will perform all assigned services only at the default location.

This example demonstrates how you can create a flexible schedule by customizing working hours based on specific locations and services.

Weekly Repetition of Working Hours

The Working Hours defined for an employee repeat every week according to the set schedule.
Using the above example, every Monday will automatically follow the same configuration unless changes are made manually.

Managing Service Updates in Working Hours

It’s important to note that the services or locations defined within a Working Hours Period will not update automatically if new services are later added in the Assigned Services tab.

For example, if “Beard Trim” is already defined in a working period, only that service will be available during that timeframe.
If you later introduce a new service that should also be offered during the same period, you must manually add it to that working period.

To ensure that the employee covers all assigned services, leave the service selection blank when setting up the Working Hours Period.
This approach automatically includes All Assigned Services, so any new service added in the future will be available within the employee’s defined working hours.

Special Days

Consider a situation where your employee needs to attend a seminar from November 6th to November 10th. During this period, the employee will still be available for bookings, but only until noon.

To handle such temporary schedule adjustments without affecting advance bookings, use the Special Days feature.

1. Go to the employee’s profile.

2. Navigate to the Special Days tab (enabled automatically during your free trial).

3. Click “+ Add Special Day.”

4. A popup window will appear — select either a specific date or a range of dates to define as a Special Day.

This allows you to customize availability for specific dates without altering the employee’s regular weekly schedule.

For more details on setting up Special Days, please refer to the official guide.

When defining periods in Calendar Boost, such as Working Hours and Special Days, it's important to note that you cannot add periods in reverse order. For instance, if you've configured the first period from 09:00 to 12:00, you cannot add another period earlier, such as from 06:00 to 09:00.

To adjust this, simply edit the earliest period and modify it to the desired time range (e.g., 06:00 to 09:00). Once adjusted, you can add another period that follows the new time slot.

Days Off

The Days Off feature in Calendar Boost takes precedence over both Working Hours and Special Days. It allows you to mark specific dates when employees are not supposed to work at all.

Days Off can be added either directly from an employee’s profile or from Settings → Company Days Off. The difference lies in their scope:

• Company Days Off apply to all employees (e.g., public holidays).

• Employee-specific Days Off affect only that individual’s schedule.

For example, if an employee has a scheduled vacation from July 15th to July 28th, you can easily set this up in their profile. Click on “+ Add Day Off”, enter the event name (e.g., Vacation 2024), and select the date range. You can also double-click to select a single date — ideal for short leaves or sick days.

Additionally, Calendar Boost includes a handy “Repeat this day off yearly” slider. This is perfect for recurring events like birthdays or anniversaries. Once enabled, the system automatically marks that day off each year, saving you time and ensuring consistency in scheduling.

Payment Settings are designed to help you configure the essential parameters for your business transactions.

To use online payment methods, it is necessary to enable the Online Payments feature on the Features & Integration page beforehand.

Payment Settings
The Payments section in Calendar Boost's Finance tab allows you to configure the currency to be used, the price separator, the position of the price symbol, and the number of decimals displayed when prices are presented to your customers.

Price Settings

Currency: This option allows you to set the currency that will be displayed with each price and used for all transactions. For convenience, you can quickly locate your preferred currency by searching for it in the provided field.

The default currency is the US Dollar (USD). Currently, Calendar Boost supports only one active currency throughout the platform.

Price Symbol Position: You can choose one of four positions for the currency symbol — Before, Before with space, After, or After with space.

By default, the Before option is selected, resulting in a price format like $100.

Price Separator: This option lets you define the format of numerical separators in prices. You can choose from Comma-Dot, Dot-Comma, or Space-Comma.

The default selection is Comma-Dot, resulting in a price format like 15,000.00.

Number of Decimals: You can define how many decimal places should be shown in your prices.

The default setting is 2, producing a format like 15,000.00.

Payment Methods

The default payment method in Calendar Boost is On-Site, which allows customers to book appointments without making an upfront payment during the booking process.

If you add your Company Bank Account Number in the Company Settings, the system will automatically include it in customer invoices, allowing clients to pay via bank transfer.

When you first visit the Payments Settings, you’ll see an informational prompt along with a button that redirects you to the Features & Integrations page, where online payment options can be enabled.

To activate and use Online Payment Methods, ensure that the Online Payments feature is turned on in the Features & Integrations page.

After the feature has been enabled, you will see all available online payment methods.

Once you enable at least one online payment method, several new options become available in Calendar Boost:

• Primary Payment Option: You can change the main payment method, which is set to On-Site by default.

• Disable On-Site Payments: You can turn off the On-Site option, ensuring that customers must complete payment before booking.

• Payment Link Redirect URL: This feature works with the Payment via Link option. After customers complete a payment using a link, they will automatically be redirected to the URL you define here.

PayPal Integration

To connect your PayPal account in Calendar Boost:

1. Navigate to Features & Integrations.

2. Locate the Online Payments section.

3. Click Set Up, then select Connect Account in the PayPal card.

4. You’ll be redirected to the PayPal login page. Log in using your credentials.

5. Once connected, you’ll be redirected back to Calendar Boost, where a confirmation message will appear showing your linked PayPal email.

Note:
Only verified business PayPal accounts can be integrated with Calendar Boost for secure payment processing.

Stripe Integration

To connect your Stripe account in Calendar Boost, follow these steps:

1. Go to Features & Integrations.

2. In the Online Payments section, click Set Up.

3. Under Stripe, select Connect Account.

4. You’ll be redirected to the Stripe Sign-in page — log in to your Stripe account.

5. Once successfully logged in, you’ll be automatically redirected back to Calendar Boost, where a confirmation message will indicate that the connection has been established.

Note:
Only verified business Stripe accounts can be integrated with Calendar Boost for secure and seamless payment processing.

Mollie Integration

To connect your Mollie payments account in Calendar Boost, follow these steps:

1. Go to Features & Integrations.

2. In the Online Payments section, click Set Up.

3. Next to the Mollie Payment option, click Connect Account.

4. You’ll be redirected to the Mollie login page, where you can sign in, connect, and authorize website profiles and payment methods.

Within your Mollie account, you can manage transaction details, refunds, chargebacks, permissions, and customize the payment page design.
To ensure seamless payment acceptance between Calendar Boost and Mollie, make sure you have:

• At least one website profile, and

• An active payment method configured in your Mollie account.

Then, on the Online Payments page in Calendar Boost, under Mollie integration, select the desired website profile to link.

Note:
To establish a connection with Mollie, the currency in Calendar Boost must be set to Euro (EUR), as it is the only supported currency across all Mollie payment profiles.

Managing appointments across different time zones can be challenging, but with Calendar Boost’s Time Zone feature, it becomes effortless. Calendar Boost provides flexible time zone settings both in the General Settings and individually for each employee, ensuring smooth coordination of schedules and bookings. This feature is especially useful for businesses and teams operating across multiple time zones, guaranteeing that appointments are accurately displayed and synchronized for both employees and customers.

Global Time Zone

In Calendar Boost’s General Settings, you can define the global time zone for your business. Simply navigate to the bottom of the settings page to select the time zone that applies to your company. If this time zone is intended for all employees, then no further adjustment is needed—the global time zone will automatically apply across your organization.

Employees Time Zone

Employee time zones are essential for businesses with global teams or those offering services across multiple regions. Calendar Boost’s Starter and Scaling plans provide employees with access to their personalized dashboards, where they can set their time zone, working hours, special days, and time-off preferences. For users without dashboard access, administrators and super admins can easily manage these settings on their behalf.

To set your schedule as an employee, log into your Calendar Boost dashboard, navigate to Account Settings > Personal Info, and select your Time Zone. Then proceed to Working Hours to define your availability. Appointments will automatically align with your chosen time zone, working hours, days off, and special days.

Customers can also choose their preferred time zone during the booking process, while administrators can configure a default time zone for the admin dashboard to ensure consistent alignment of appointments across different time zones—customer, employee, and admin.

Additionally, admins can configure an employee’s time zone from the Employees section when editing an employee profile. The Time Zone option in this case is found under the Employee Info tab.

Time Zone Display and Notifications

The time zone display functions based on the employee’s selected time zone. If an employee has designated a specific time zone in their account, all appointments and schedules will follow that setting. However, if no time zone has been selected, Calendar Boost will automatically apply the Default Time Zone defined in the General Settings.

Note: Changing an employee’s time zone after one has already been set will affect their existing availability and scheduled appointments.

Once all time zones and schedules have been properly configured, notifications will automatically adjust to reflect each user’s respective time zone. Customers will receive appointment confirmations, reminders, and updates in their own time zones, ensuring accuracy and convenience. Similarly, employees will receive notifications aligned with their personal time zones, enabling seamless coordination across different regions and smoother global operations.