How To Edit Your Calendar

Editing Form and Notification Settings on Calendars

1. Accessing Calendar Settings

   • Click on the three dots on the calendar and choose to edit.

2. Editing Form Options

   • Select the form and payment option on the left-hand side.

   • Choose between a default form or a Loan Signing Service appointment booking form.

   • Edit the message that appears after booking an appointment.

3. Auto-Confirmation Settings

   • Leave the calendar on auto-confirm new appointments for automatic confirmation and notifications.

   • Manually confirming appointments will require turning off this setting.

4. Notifications and Appointments

   • Ensure the acknowledgement email is set to go out to both you and the contact.

   • Allow Google Calendar and Outlook to send invitations and updates.

   • Assign the contact to their respective service staff member.

5. Cancellation and Rescheduling Policies

   • Set policies for rescheduling and cancellation within a specific time frame.

   • Adjust the time frame for rescheduling and cancellation as needed.

6. Customizing Calendar Appearance

   • Change the color of the calendar by clicking on the color icon or entering a color hex code.

   • Edit the button text for scheduling appointments (e.g., Schedule Notary Signing).

7. Previewing and Saving Changes

   • Click on the Preview Widget button to preview changes.

   • Once satisfied, hit save to finalize the settings.

8. Completing Updates

   • Click on Save & Close to finish updating the calendar interface on the backend.

Link to Loom

https://www.loom.com/share/44ac605a9114463090c62ea483a8e47d

SOP: Updating and Confirming Appointments

Objective

To confirm and/or edit appointment details after an appointment has been booked.

Key Steps

1. Access Calendar Section

   • Toggle over to the calendar section from the main dashboard.

   • View all calendar appointments and select the "Appointments" option.

2. Add a New Appointment Manually

   • Click on "New Appointment" to open the booking window.

   • Add contact details and select the calendar for booking.

   • Select the team member for the appointment.

   • Set the due date and adjust availability if needed.

3. Book Appointment

   • Adjust start and end times for the appointment.

   • Set calendar settings for meeting location and confirmation details.

   • Click on "Book Appointment" to confirm.

4. Confirmation Process

   • Ensure auto-confirmation is turned on in the calendar setup settings.

   • If auto-confirmation is off, manually toggle to confirm new appointments.

5. Managing Appointments

   • Mark appointments as "Showed" to confirm completion.

   • Change appointment status to "No-show," "Cancel," or "Invalid" if needed.

   • Edit appointment details by selecting the three dots on the appointment and make necessary changes.

6. Save Changes

   • Save any edits made to appointment details.

Cautionary Notes

• Ensure to select the correct team member for the appointment.

• Double-check all details before confirming the appointment.

• Make sure to update the status of the appointment accurately.

Tips for Efficiency

• Use custom availability for setting up unique timeframes.

• Communicate any changes to the contact if needed.

• Regularly check and update appointment details to avoid confusion.