Calendr Onboarding Guide for Listing Owners

Build Better MyListing Websites. One Guide at a Time.

Table of Contents

Overview

Guide Updated: 10/13/2021

Our Calendr Onboarding Guide for Listing Owners guide will show you how to start taking bookings right from within your Listings.

Here are just some of Calendr’s features.

  • Calendr provides all of its premium plan features for FREE, for up to 10 bookings per month.
  • Unlimited Event Types
  • Unlimited Calendar Connections
  • Scheduling Pages
  • Stripe Integration (i.e. Payments can be taken right from the form.)
  • Zoom Integration
  • Google (Calendar/Meet) Integration
  • Microsoft 365 (365/Teams) Integration

Unlimited Bookings Calendr Account

Whether you want to remove the ’10 bookings per month’ limitation right away or you find you need more bookings down the road, we can help you save 75% off the retail price to get you started.

If you anticipate having 10 bookings or less per month, please skip down to the Calendr Setup section below, for instructions on how to start taking bookings.

  1. Purchase the deal below, by clicking on the ‘Grab The Deal’ button. (Note: You will receive a unique coupon code in your email inbox.)
  2. Sign up for Calendr. (Note: You are required to enter your credit card to get the deal.)
  3. Apply your unique coupon code to your Calendr account.

At this point, your account with Calendr is ready to go and you can enjoy 6 months of unlimited bookings.

Calendr Setup

  1. Sign Up for Calendr.
  2. Fill in your profile information. (Note: For crispness and to not cut off the subject matter of your profile photo, please use an image that is 160 x 160 px and has the subject matter as centered as possible.).
  3. Click ‘Next’ to proceed to the ‘Integrations’ portion of the setup.

Integrations

As outlined above, Calendr provides some nice integrations and we will cover those here,

Google (Calendar / Meet)

  1. Click on the ‘+’ button under ‘Integrations’.
  2. Choose ‘Google (Calendar / Meet)’.
  3. Sign in with the desired Google account.
  4. Click ‘Allow’ to give Calendr the permissions it needs.

Microsoft (365 / Teams)

  1. Click on the ‘+’ button under ‘Integrations’.
  2. Choose ‘Microsoft (365 / Teams)’.
  3. Sign in with the desired Microsoft account. (Note: If the account you are using for Calendr is not an admin-level Microsoft 365 account, you will also be prompted to sign in with an admin-level account.).
  4. If prompted (see the previous step), click the link to sign in with an admin-level account, enter those credentials, and choose to grant the necessary permissions for Calendr.
  5. Click ‘Allow’ to give Calendr the permissions it needs.

Stripe

Before you begin this section, you need to have a Stripe (Free) account set up a verified.

  1. Click on the ‘+’ button under ‘Integrations’.
  2. Choose ‘Stripe’.
  1. Authenticate with your Stripe account.
  2. Select an existing Stripe sub-account or create a new account. (Note: For this guide, we are creating a new sub-account, and this is because Stripe may, in the near future, require new sub-accounts to be created on a per solution basis, rather than using a sub-account with multiple solutions.).
  3. Select an existing Stripe sub-account to copy your legal information from or start anew. (Note: For this guide, we are copying over our existing legal information from another account.).
  4. Click ‘Next’.
  5. Enter your new business details and click ‘Submit’.

Zoom

  1. Click on the ‘+’ button under ‘Integrations’.
  2. Choose ‘Zoom’.
  3. Sign in with your Zoom account.
  4. Click the  ‘Pre-approve’ button.
  5. Click the ‘Authorize’ button.

Sync

As mentioned above, Calendr provides unlimited calendar connections and if you were to utilize multiple calendar connections, the Sync settings are where you would specify which calendar has precedence.

  • Specify the calendar(s) that you want to absolutely avoid double-booking in.
  • Configure the primary calendar for syncing booking entries into.

Availability

This is where you will let people know when you are available for booking and you have the option to choose between a simple configuration or a more complex configuration.

Booking Page

At the bottom of the ‘Availability’ setup, you’ll notice a ‘Make Your First Booking Page!’ button, and clicking on that button brings up the Booking Page Editor.

Booking Page

  1. Event Details > Enter your desired information. (Note: In the right-hand panel you can see how your booking page will look once published.).
  2. Payments > If you want to charge for the bookings, choose the Stripe account that you set up using this guide, set your desired currency, and enter your payment terms. (Note: If you are going to charge for bookings, we recommend including a link to your Terms & Conditions policies as part of your payment terms.).
  3. Event Duration > Set the maximum number of minutes the event can last and enter your fee amount. (Note: Additional durations can be added and unique pricing can be applied to each of them.).
  4. Location Settings > Set the location for the event.
  5. Event Hosts > Leave as-is for now and optionally circle back later to update your booking page if you decide to set up an organization where you work with other team members.
  6. Location > Choose the integration you would like to use to conduct the meeting or use the ‘Custom’ option. (Note: For the purposes of this guide, we are using the ‘Custom’ option with some text to say that meeting information will be shared over email after the booking is submitted.).
  7. Availability > Use the default or specify a custom availability for the meeting.
  8. Booking Options > Meeting available every > Set the max number of bookings you are willing to allow per hour.
  9. Booking Options > Minimum notice > Set the minimum amount of notice you need before you can be booked. (Note: To avoid any last-minute bookings, you can set a minimum notice period. This will ensure that if, for example, we are at 13:00 on a Tuesday afternoon, and you have set the minimum notice period to 2 hours, then the earliest time slot that a Guest can book with you will be 15:00.).
  10. Booking Options > When can events be scheduled? > Set your desired period of time to allow bookings.
  11. Guest Questions > Add any additional questions you would like to ask the guest.
  12. Email Notifications > Chose your desired reminder interval and optionally provide additional reminder intervals.
  13. Shareable Link > Leave the link as-is or specify a custom link that you can share with others.
  14. Click ‘Save & Exit’.

At this point, you will be presented with some optional steps to ramp up your bookings.

  • Book meetings straight from LinkedIn by copying your unique link to your profile page. Click to open LinkedIn.
  • Tell your LinkedIn connections that you’re now open for meetings & appointments, by posting to LinkedIn.
  • Add your unique booking link to your email signature. (Note: Clicking on the link Calendr provides, they will give you email signature options with your booking information automatically injected.).
  • Maximize traffic conversions by embedding your event on your website, with the provided link.

Event Management

Visting your Calendr dashboard gives you the option to do a number of things related to events.

Note: You can also get to your dashboard by clicking on the Calendr icon in the header.

  • View the events as visitors would see them on the front end
  • Copy your unique event links
  • Edit your Booking Pages
  • Add new events
  • Generate and copy email signatures
  • Grab your embed code
  • Design your embedded form
  • Delete an event

Add a Calendr Booking Form to Your Listings

Embedding booking forms within your Listings is super simple and we will cover those steps here.

  1. Edit your Listing.
  2. Enter the name of your Calendr event in the ‘Booking Form’ field of your Listing.
  3. Save the changes to your Listing.

Note: If your event name is multiple words, you will need to add underscores between the words. Please see the example below.

Calendr Event Name: ‘Wine Tasting’
Name entered into your Listing:  wine_tasting

WooCommerce Subscriptions Ready

The latest version of the WooCommerce Subscriptions plugin is included (unlicensed) and once you have a Starter Site in hand, you can easily put in your own pricing, package features, graphics, etc.

Should you not wish to use WooCommerce Subscriptions, you can simply turn the Listing Subscription packages into standard MyListing packages in just a few clicks and be on your way.

  • Custom WooCommerce Endpoint Design
  • WooCoommerce Subscriptions Setup
  • Listing Subscription Packages
  • Listing Subscription Switching
  • Stripe Payment Gateway Plugin
  •  and more…

Note: The latest version of the WooCommerce Subscriptions plugin is included, but you need to purchase your own license or sign up for a qualifying MyListing Website Care plan if you wish to receive future plugin updates and support.

Premium Assets

Get licensed, premium plugins, valued at over $600 in the first year alone, making a Starter Site investment a no-brainer.

You will get licensed copies of all the plugins listed below, with the exception of the WooCommerce Subscriptions and WooCommerce Product Vendors, and the licenses are yours to keep, for as long as the plugins remain on your website.

  • Admin 2020 ($39)
  • Crocoblock Suite ($130)
  • Elementor Pro ($49)
  • Perfmatters ($25)
  • Permalink Manager Pro ($45)
  • SEOPress Pro ($39)
  • WooCommerce Product Vendors ($79) 
  • WooCommerce Subscriptions ($199)
  • WP Rocket ($49)