Template
Calendar setup checklist
Availability, buffers, reminders, and connections.
Week 4
Related training lesson: Week 4: Calendars and Appointment Flow
Purpose
Use this checklist to plan calendar type, availability, buffers, reminders, booking fields, and CRM connections before publishing a booking link.
When to Use This Template
- Before creating a new booking calendar
- Before changing appointment availability
- Before connecting a calendar to workflows
- Before adding reminders
- When bookings are missed or double-booked
How to Use It
- Complete the setup decisions first, then test the booking path from the public booking link through the CRM record, pipeline, workflow, notification, and confirmation.
Template / Checklist Content
Calendar Setup Decisions
| Decision | Answer |
|---|---|
| Appointment purpose | |
| Calendar type: solo, service, group, round-robin, or collective | |
| Appointment owner or assigned team | |
| Duration | |
| Timezone | |
| Minimum notice | |
| Buffer before | |
| Buffer after | |
| Maximum appointments per day, if needed |
Availability Map
| Day | Available hours | Notes or exceptions |
|---|---|---|
| Monday | ||
| Tuesday | ||
| Wednesday | ||
| Thursday | ||
| Friday | ||
| Saturday | ||
| Sunday |
Booking Form and Reminder Checklist
- Name, email, and phone fields are correct
- Business name is included only if useful
- One qualifying question is included only if needed
- Consent language is included where needed
- Confirmation message is clear
- Reminder timing is documented
- Reschedule/cancel path is clear
- Internal notification is assigned
CRM Connection Checklist
- Booking creates or updates the correct contact
- Booking creates or updates the correct opportunity
- Correct pipeline stage is used
- Correct source tag or field applies where needed
- Correct workflow starts
- Pre-booking nurture stops when booking happens
- External calendar sync is tested
- Test booking completed on mobile
Before You Finish
- ✓Public booking link was tested
- ✓Confirmation was received
- ✓External calendar event appeared where expected
- ✓Contact record was reviewed
- ✓Pipeline and workflow behavior were verified