🔗 Calendar Connections & Blocking Time

Welcome back! This is Part 2 of our calendar setup walkthrough for GymDoc CRM. In this section, we’ll cover:

• How to connect an external calendar (Google, Outlook, iCloud, etc.)
• How to check for availability conflicts
• How to manually block off time

👉 If you haven’t watched Part 1 (Availability Setup) yet, we highly recommend starting there.

🔧 Step 1: Access Calendar Connections

To begin, follow these steps:

1. Go to Calendars in the left-hand menu.
2. Click Calendar Settings for your selected calendar.
3. Navigate to the far-right tab: Connections.

From here, you’ll see any connected calendars (like Google) or the option to add one.

🌐 Step 2: Connect Your External Calendar

Click Add New. You’ll be prompted to choose from:

• Google Calendar
• Outlook
• iCloud
• Calendly

Tip: Even if you use other tools (like MindBody or WellnessLiving), you can sync those to Google Calendar first—then connect that Google Calendar to GymDoc.

This creates a “middleman” connection, ensuring all appointments, regardless of origin, are accounted for.

✅ Connecting the Calendar:

• Click Connect.
• Sign in with your account.
• Select the specific calendar you want to link.
• You’ll see your connected calendar under “Main Calendar.”
• Make sure to check for conflicts by selecting one or more calendars to monitor availability.

🧠 Step 3: Conflict Management

After connection:

• Click the Edit icon.
• Under Conflict Calendars, select any calendars you want GymDoc to check before allowing bookings.
• Example: You have personal and business sub-calendars—select both to prevent double-bookings.

All selected calendars will be scanned in real time to prevent leads from booking over existing events.

👥 Step 4: Review Staff Calendar Connections

If you're an admin:

• Click the dropdown menu to view all staff connections.
• Easily confirm that each user has connected their calendar properly.
• This is critical before launching ads and routing leads to book.

⛔ Step 5: Manually Block Off Time

Want to schedule a lunch break or mark yourself unavailable?

Here’s how:

1. Navigate to your calendar view.
2. Click directly on the time slot you want to block (e.g., 2:00 PM tomorrow).
3. Click Book Appointment → select Blocked Off Time.
4. Enter a title (e.g., “Lunch”) and time range (2:00 PM–3:00 PM).
5. Click Confirm → Block Off Time.

This blocks time only on your profile—not for other users on the same calendar.

Note: Each user must block off their own time individually. Blocking time on a shared calendar (like Jumpstart) only applies to the user who made the change.

🎉 You’re All Set!

You’ve now:

• Connected your external calendar
• Synced conflict checks
• Learned how to block off personal time

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