Set Your Availability and Business Hours

In this lesson, you'll learn how to adjust your availability, time zone, and business hours in the Notary Success CRM to streamline appointment scheduling and ensure clients can book services during your working hours. Setting your time zone correctly is crucial, especially if you work with clients or team members across different regions. You'll also set up your preferred meeting location, which is vital for appointments. As a mobile notary, you can initially use your phone number as the meeting location if you do not have a physical office location you want to share. Finally, you'll define your working hours, which will help the CRM set up your booking calendar accurately. We'll cover later on how setting these hours is key to using your booking tools and features!