Calendars

The Calendars module makes it easy for clients to book appointments with you or your team. It eliminates back-and-forth scheduling and automatically sends reminders to reduce no-shows.

📅 Calendar Types

• Personal Calendars – individual availability for one team member.

• Round-Robin Calendars – distribute bookings evenly among a team.

• Group Calendars – let multiple people attend the same meeting (e.g. webinars, classes).

🔧 Setup

1. Go to Calendars → Settings.

2. Create a new calendar and give it a name.

3. Set your availability (days, times, buffer periods).

4. Sync with Google or Outlook to avoid double bookings.

5. Assign users or teams to the calendar.

✉️ Automated Reminders

Drip CRM automatically sends reminders by SMS, email, or both:

• Confirmation: when an appointment is booked.

• Reminders: 24 hours and 1 hour before.

• Follow-up: after the appointment to request feedback or reviews.

🔗 Booking Links

• Each calendar generates a shareable booking link.

• Embed calendars into websites, funnels, or email campaigns.

• Customize branding and booking forms for a seamless client experience.

📌 Example Use Case

A fitness studio creates a Round-Robin Calendar for trainers:

• Prospects book directly through the website.

• Bookings are auto-assigned to available trainers.

• SMS reminders go out 24 hours before each session.

• After the session, an automated workflow sends a review request.

✅ Next Step

With calendars in place, you’re ready to power up your workflows. Continue to Core Modules → Automations & Workflows to see how to connect your CRM, forms, and calendars into powerful automations.