Getting Started With Ivorey™ Calendars
Before you steam ahead setting up your calendars, here's some good-to-know information that will ensure you understand how calendars work in Ivorey™, and which type is the right fit for your needs.
Learn the basics of calendars
Learn the basics of calendars
Ivorey™ calendars are designed to replace tools like Calendly, Acuity, Square etc. Once you create a calendar, you can share a direct link or embed it on your site, so other people can book through it online. You can also create appointments manually yourself inside Ivorey™, and create/manage your appointments via the Ivorey™ LeadConnector app.
You can sync your Ivorey™ calendars with your iCloud, Google or Outlook calendars so that any appointments booked through Ivorey, automatically show up on your calendar. Ivorey™ can also check for conflicts on your existing calendars to ensure you never get double booked.
When your contacts book an appointment through an Ivorey™ calendar, it can also generate automatic 'add to calendar' links so they can add the appointment to their own calendar too. Plus, you can set up automated confirmation, reminder and cancellation emails all within the calendar directly - based on the settings you choose. We have pre-made email templates ready for you inside the Ivorey™ Template Library to shortcut this process for you!
How many calendars do I need?
How many calendars do I need?
Most Ivorey™ clients set up multiple calendars, breaking them down by appointment type. For example, a Coach or Service Provider could have all of these calendars:
Sales/Discovery Call Calendar
Coaching Call Calendar for Group Program
Coaching Call Calendar for Mastermind
Consulting Call Calendar for 1-1 Clients
Onboarding Call Calendar
Team Meeting Calendar etc.
By having multiple calendars, you can give each calendar its own unique settings like availability, appointment lengths, locations, confirmation emails etc. A classic example of this, is a business owner who prefers to keep certain days for internal team meetings, other days for client calls, and other days for no-calls so they can focus on deep work (or having time off!)
How long it will take to set up my calendars?
How long it will take to set up my calendars?
Each calendar will take approximately 15 minutes to set up, including all of your automated emails that will attach to each calendar (since we have pre-made all of the templates for you!)
Which type of calendar should I choose?
Which type of calendar should I choose?
There are multiple calendar types available in Ivorey™, each with their own unique/features and settings. Refer to our Choosing Your Calendar Type guide to find the right calendar for your needs.
A Visual Walkthrough and Overview of Ivorey™ Calendars
How To Set Up A New Calendar: A Step-By-Step Guide
Follow these steps in order - we've linked every step and resource you'll need below. Open the first one in a new tab, and come back to this master guide which acts like your project plan, giving you everything you'll need along the way.
Understand how Ivorey™ determines your calendar availability
Decide on which calendar type you'll set up first
Set up your calendar integrations
Set up your first Meetings Calendar or Services Calendar:
Set up your first meetings calendar and optional group here
(best for primarily online businesses or virtual 1:1/group sessions)
OR Set up your first services calendar here
(recommended for in-person bookings with multiple team members, services, or locations)
Set up automated notifications for appointments
Set up tags for contacts who book appointments (optional)
Share or embed your calendar to start taking appointments
How To Manage A Calendar
Learn how to manage your appointments and bookings
Learn how to manage payments made through calendars
Frequently Asked Questions about Calendars
Can I create a calendar that displays all of my upcoming events?
Can I create a calendar that displays all of my upcoming events?
If you have a community (free or paid), you can create a community events calendar that displays all the upcoming events! It can even automatically invite your community members and send reminders.
However, if you want to display upcoming events outside of your community, you'll need to find a third-party plugin to do that (e.g. you can embed your Google calendar or similar). The rest of the Ivorey™ calendars are designed to manage appointments based on team member availability, as opposed to ticketing style events.
Can my clients add the appointments to their own calendars?
Can my clients add the appointments to their own calendars?
Yes! If you use the email templates we have provided, you'll see we have created links so that your clients can add the event to their own Google, Outlook or iCloud calendars.
Can I set different availability for different calendars?
Can I set different availability for different calendars?
Absolutely! Each calendar can have its own unique availability, lengths, rescheduling and cancellation policies, emails and more. You can adjust a calendar's availability when creating a new calendar, or editing an existing calendar.
Can I take payments and offer coupon codes through calendars?
Can I take payments and offer coupon codes through calendars?
You sure can! Whenever you create a new calendar, there is a Payments section you can toggle on or off, which also has an option for coupon codes. You can also edit any existing calendars to add payment collection onto them or adjust payment details.
Can I add the calendar onto my existing website that's not built on Ivorey?
Can I add the calendar onto my existing website that's not built on Ivorey?
Yes, you can easily share your calendar even if you don't have your website built on Ivorey™. Learn more here.
How do I collect information when people book through my calendar?
How do I collect information when people book through my calendar?
If you're only wanting a standard name, email, phone number and notes section - you can use the default form that already appears on the calendars. But if you'd like to collect more specialised information when people book through your calendar, you can create a custom form that appears at the time of booking. Learn more over here.
How do I set up the events calendar inside my community group?
How do I set up the events calendar inside my community group?
The community events calendar needs to be set up and managed from directly inside your community group, NOT from the main Ivorey™ calendar area. Please see our Community Calendar Events Guide for a step-by-step walkthrough.
How can I resolve 404 errors on my calendars and what should I know about domain configuration?
How can I resolve 404 errors on my calendars and what should I know about domain configuration?
If you're experiencing 404 errors on your calendars, it's likely due to a domain conflict. This happens when the branded domain you added to your Business Settings is the same one linked to your Funnel. To resolve this, you need to change your branded domain to a unique subdomain, such as links.yourdomain.com, which is not connected to your funnels. This separation is crucial to avoid conflicts. You don't have to create a branded domain unless you want more customized links for your calendars and forms.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍