Introduction to SavvyCal

SavvyCal is a scheduling tool that helps you find optimal times to meet with others. Whether you've never used a scheduling tool before or you've used other tools, and the process felt awkward, you're in the right place. We've specifically designed SavvyCal to be a delightful, collaborative experience for all parties involved! ✨

Setting up your account

When you sign up for SavvyCal, we'll walk you through a simple wizard to get your account ready to use:

  • Choose a URL where your scheduling links will live (for example, savvycal.com/your-name)
  • Connect your calendars to automatically block out busy times and create new events. We integrate with Google Calendar and Microsoft Outlook (Office 365).
  • Connect your video conferencing app. We integrate natively with Zoom, Whereby, Google Meet, and Microsoft Teams.

Once the wizard is complete, we'll guide you through the process of creating your first scheduling link, testing it out, and fully activating your account.

How scheduling links work

Scheduling links allow you to share your availability with others to find an optimal time to meet. This is what the link editor looks like:

On the left-hand side, you'll see a variety of different configuration options.

  • Title and Description
  • Link Type: whether this link is a one-on-one (collective), round-robin, or group link.
  • Duration: how long meetings booked with this link should last.
  • Attendees: who should be included on the calendar invitation.
  • Availability: what ranges of time should be made available to schedulers.
  • Location/Conferencing: where the meeting will take place.
  • Calendar Invitations: where we should create events and various settings for the invitation.
  • Booking Page Options: custom form fields, branding, and other settings for the booking form.
  • Automations: reminders, workflows, and integrations.

On the right-hand side, you'll see a preview of your own calendar events and the ranges of time when you are available. Unavailable times will be grayed out. We automatically block off anywhere you already have a "Busy" event on your calendar.

To override your availability, you can highlight ranges of time on the calendar:

To see what your public booking page will look like, click the Preview button.

The recipient will be able to click anywhere that is not grayed out to select a time:

The recipient also has the ability to overlay their calendar if they want to preview their calendar events directly on your link! This experience is designed to feel very similar to using a calendar app. When the recipient clicks Schedule, we'll automatically create an event on your calendar and email the details to all the attendees. ⚡️

Links are designed to be lightweight; feel free to create as many as you need for your different types of meetings.

Customizing your availability

By default, we set up new accounts with one (default) availability preset called Work Hours. You can find this under Availability. Click on the preset to adjust your settings:

On the left-hand side, you'll find a few ways to define availability:

  • Recurring ranges represent ranges of time you are available on a weekly basis.
  • Time blocks allow you to mark yourself as available when you have a calendar event with a particular name (for example, an event called Meeting Times). (Learn more about time blocks)

You can add more than one recurring range to implement complex rules:

Availability presets help you stay organized and reduce the amount of configuration work you have to do every time you create a new link:

Congrats, you're ready to start scheduling!

Your scheduling workflow is about to get a whole lot easier 💪. This is just scratching the surface of what SavvyCal can do. Here are some more resources to learn how to leverage the product to the fullest:

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