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Getting Started Quickly Using Templates [New]

Booking Calendar Templates help you get up and running faster by using pre-configured blueprints. This approach allows Administrators to provide a professional starting point while still giving users the freedom to customize their own settings. It is the ideal solution for reducing setup friction and accelerating team onboarding.


Establishing a Getting Started template follows a simple, two-step process:

Step 1: Administrator Prepares the Template

The Administrator creates a template to act as a starting point for the team.

  • Defining Defaults: The Administrator pre-configures common settings like booking questions, booking settings, brand colors, and notification emails.
  • Staying Flexible: The Centralized Control toggle is kept OFF. This ensures all settings are provided as helpful suggestions rather than enforced rules.


Step 2: User Creates the Booking Calendar using a Template

Users skip the manual configuration and go live in seconds using templates.

  • Instant Setup: When creating a Booking Calendar, the user selects From Template to instantly pre-fill all fields with the template settings.
  • Personal Adjustments: Because settings are unlocked, the user can immediately tailor their duration, location, hosts, or availability to fit their specific workflow.


As long as the Centralized Control toggle is kept OFF, any modification to the templates will not update the existing Booking Calendar.

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