How to Create and Set Up a Calendar?

Modified on Mon, 2 Nov at 7:24 AM




What this covers

This guide provides a step-by-step process for creating a calendar in TheraSaaS, configuring it for scheduling, and integrating it with forms and external platforms.

Access the Calendar Module
  • 1Navigate to Calendar Settings
    In the sidebar, select Calendars. Alternatively, go to Settings and choose Calendars under Business Services.
Create a New Calendar
  • 1Click "Create Calendar"
    In the calendar list, click the blue Create Calendar button in the top right.
  • 2Choose the calendar type
    Select from the available calendar types:
    Service CalendarSimple CalendarRound RobinClass BookingCollective Booking
    Tip

    For one-on-one meetings, choose Simple Calendar.

Configure Calendar Details
  • 1Calendar name and description
    Give your calendar a name and a brief description.
    FieldExample
    Name30-Minute Call with Troy
    DescriptionJoin me for a 30-minute call
  • 2Custom URL
    Create a custom URL. If you leave it blank, a default URL will be generated.
  • 3Meeting duration and availability
    Set the meeting duration (e.g., 30 minutes). Under Booking Availability, select the days and times for appointments (e.g., Thursdays and Fridays, 8 a.m. to 5 p.m.). Available times are generated automatically based on the duration you set.
  • 4Meeting location
    For virtual meetings, enter the meeting link (e.g., a Zoom or Google Meet URL). This link is shared with contacts when they book.
Customize Advanced Settings
  • 1Calendar logo and branding
    Add a logo and choose button colors, date, time, and background colors for branding.
  • 2Booking intervals
    Set a buffer interval between bookings (e.g., 30 minutes) to prevent back-to-back appointments.
  • 3Scheduling notice
    Define a minimum scheduling notice (e.g., 1 day) to prevent last-minute bookings.
Set Up Forms and the Confirmation Page
  • 1Attach a form
    Select a form for clients to complete during booking. You can also add a consent checkbox or prepopulate fields.
  • 2Confirmation page
    Enable a confirmation page to appear after booking.
Notifications & Additional Options

Make sure your preferred notification settings are enabled, including notifications for assigned users and for the contacts scheduling the meeting. Notifications can currently be set up via email and in-app notifications.

Booking notifications
  • Appointment Booked Confirmation
  • Appointment Cancelled
  • Appointment Rescheduled
  • Appointment Reminder
  • Appointment Follow-Up


Booking settings
  • Enable or disable rescheduling of a meeting
  • Enable or disable cancellation of a meeting
SMS notifications

A notification system through SMS can be set up through automation.

Finalize and Share the Calendar
  • 1Save the calendar
    Once all details are set, click Save.
  • 2Share the calendar link
    Click the three dots next to the calendar, select Share, copy the scheduling link, and send it to contacts.
  • 3Embed the calendar on a webpage
    To display your calendar on a webpage, select Embed Code, copy the code, and paste it onto your site.
Summary

By following these steps, you can set up a customized calendar in TheraSaaS, configure it for appointments, and share it with clients directly or through your website — allowing seamless scheduling and integration with external calendars.

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