Before You Dive In
This article is one step from our Master Help Guide: All About Calendars. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you're looking to:
Create your first calendar on Ivorey™
Customise your calendar settings and branding
Create a group of appointments to display on one calendar link
Important: If you offer in-person services we suggest using the Service Calendar instead, where you can manage inventory, staff, and clients booking for multiple services at once.
Step 1: Set Your General Profile Availability
This is a foundational step that all team members involved in appointments must complete. This acts as your master availability so typically, you will set these hours to be your general working days/hours. They can be broad (e.g. M-F 9am-5pm) because each individual calendar will have more granular settings. Learn more about how Ivorey™ determines your calendar availability here.
To set each users general availability:
From the main menu of Ivorey™, have each team member go to Settings > Profile > and scroll to the Availability section.
Enter the general days and hours of work in the availability section, and keep it up-to-date if things change over time.
Step 2: Create A New Calendar And Optional Calendar Group
Ivorey™ calendars let you easily manage discovery calls, coaching sessions, team meetings, and any other form of appointment. Each service or session type should have its own calendar so you can clearly manage availability, booking links, and settings.
The next step is to choose your calendar type, (see our calendar comparison guide here) and then create it in Ivorey™. Once you've created your individual calendars, you also have the option to add them to a calendar group, where people can look through all your different booking types in the one place.
Click here for the written steps to: Create a new meeting calendar
Click here for the written steps to: Create a new meeting calendar
From the main Ivorey™ menu, select [Calendars] then > [Calendar Settings] then > [Create Calendar]
Choose Calendar Type – Select Personal (1:1), Round Robin (shared team), Class/Collective, or Service depending on your needs.
Add Basic Details – Enter a name and meeting title, upload a logo (optional), set a custom URL, assign a team member, choose duration, then click Confirm.
Set Availability – Define weekly or date-specific hours, adjust duration, intervals, buffer time, and ensure your user availability matches.
Forms & Payments – Attach a default/custom form, add a thank-you message or redirect page, and enable payments if required.
Notifications – Customize email or in-app notifications for bookings, cancellations, and reminders. We suggest customising and pulling in the email templates we've already created for you.
Customize Appearance – Upload a cover image, set colors, edit button text, preview your booking widget.
Groups & Service Menus (Optional) – Create a group or service menu to share one booking link for multiple calendars or services.
Click here for the written steps to: Create a calendar group
Click here for the written steps to: Create a calendar group
From the main Ivorey™ menu, go to [Calendars] then > [Calendar Settings].
On the right, select [Create Group] and follow the prompts to create your new group, then press [Save]. If you plan to have multiple groups, you can create them all now.
Next, it's time to tell Ivorey™ which calendars you want to be included in each group. To do this, go back to your list of all calendars, and click the three buttons besides each calendar and select [Edit].
When you're back inside the calendars settings, you'll see a section to choose what group this calendar belongs to, then press [Save].
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide On Calendars to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Still 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 🤍