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    Step 4 of 9

    Set Up Your Booking Calendar

    Connect and configure your booking calendar so leads and clients can easily schedule time with you.

    CRM How-To: Set Up Booking Calendars for More Deals

    Let Ask AI Build It For You

    Let Ask AI Help

    Skip the manual setup. Let Ask AI create or configure your primary booking calendar.

    Help me create my primary appointment calendar in ProEdge CRM. First review my existing user profile, business information, connected calendars, and current calendar settings so you do not ask me for information you already have. Then ask me only the questions you still need, one at a time. Confirm: - Calendar name - Appointment type - Appointment duration - Available days and hours - Buffer time - Minimum booking notice - How far ahead people can book - Meeting location - Confirmation/reminder settings Once you have what you need: 1. Create or configure my primary appointment calendar. 2. Connect it to the correct user and connected calendar. 3. Configure availability and booking settings. 4. Configure the meeting location. 5. Check for obvious setup issues or conflicts. 6. Give me the booking link. 7. Tell me what you completed and anything I still need to finish manually. Do not create a duplicate calendar if an appropriate one already exists. If one exists, ask whether I want you to update it.

    Marking this step complete saves your progress and returns you to Get Connected.