Onboarding Day 3 - Part 2: Booking Calendars

1. Discovery Call Calendar Setup

1.1. Navigate to Calendars

1. Go to Calendars

2. Click Calendar Settings

3. Locate Discovery Call calendar

4. Click Edit

1.2. Configure Meeting Details

1. Upload or select a Logo

2. Rename the calendar (e.g. Free 30-Minute Consultation)

3. Add a short Description

4. Assign the User who will host the calls

5. Click Save

1.3. Configure Availability

1. Review availability settings

2. Leave defaults if 30-minute calls are required

3. Click Save to proceed

1.4. Attach the Pre-Discovery Form

1. Under Forms and Payment

2. Select the Pre-Discovery Call Form

3. Leave remaining settings unchanged

4. Click Save

1.5. Notifications

• Leave notification settings as-is

• Notifications will be fully configured during the Automations setup

• Click Save

1.6. Customize Calendar Appearance

1. Adjust brand colors if needed

2. Use Preview Widget to review changes

3. Click Save

4. Activate the calendar from Calendar Settings

2. 1-on-1 Programme (Paid Service) Calendar

2.1. Locate the Calendar

1. Find the calendar named 1 on 1 Programme

2. Confirm it is a Service Calendar

3. Click Edit

2.2. Configure Settings

• Same setup as Discovery Call calendar

• Do NOT attach a form

• Disable Auto-Confirm (confirmation occurs after payment)

2.3. Review Notifications

Available notifications include:

• Confirmation (after payment)

• Cancellation

• Reschedule

• Reminder (customizable timing)

Edit all emails to match your programme name and offer context.

2.4. Finalize

1. Preview the calendar widget

2. Activate the calendar

3. Save changes

Verification

• Both calendars are set to active

Change Log

• Initial version created from Day 3 tutorial transcript

What if you got stuck?

Please book a 15-minute troubleshooting session with our tech team using the link from your first onboarding email.

If you can’t find the link, contact us at:
support@wellconnect.freshdesk.com

All done! Now what?

Move to day 3 - Part 3 > > >