From your Fugent Dashboard, select the Menu dropdown and "Scheduling Assistant".
Select, "My Schedules".
Select, "New Schedule".
The next screen will allow you to customize your new schedule:
Refer to the bullet points below for each reference outlined in red.
A. Customizing the name of your schedule allows you to easily identify what the schedule is intended for if you have multiple schedules. This can be a unique name given to a:
- Group of Contacts
- Geographical Region
- Time Period Available
B. By Selecting, "YES", you allow the name chosen above to be displayed publicly.
C. When requesting an appointment, there are three options available (In-Person, Web/Virtual Meeting, Phone Only) . Select all that apply for your usual appointments.
D. Multiple meeting time intervals are made available to the requestor. You are able to customize which are visible for all visitors. Calendar invitations sent to all parties will reflect the meeting length chosen here.
E. A lead time allows for a customizable buffer time between the current time and the next available time slot on your schedule. Choosing an appropriate lead time discourages last minute scheduling.
Example: If the current time is 9:15 AM. With a lead time of one hour chosen, My next available appointment would be 10:15 AM.
F. A wrap time allows for a buffer time from the meeting you just held prior to the next scheduled opening in your calendar schedule. Typically, wrap times are used for entering notes about the meeting you just had and/or prep for the next meeting.
G. If you want to set a standard meeting location for In Person meetings, you can enter the address here.
H.. Choosing the correct email template will allow you to further customize your meeting registration emails sent out of your Fugent account to meeting requestors.
Depending on the access granted to you by your company admin, you will only have one default option available.
The next section will allow you to customize the available times/dates for each day of the week. (Pictured Below)
Select the "Edit" icon (the pencil to the right of the day) to further customize each selected day available.
A. All times are associated with your chosen time zone when creating your account.
B. Select the "+" icon when adding multiple time blocks in each day.
C. 15,30, 60 Minute time blocks are available for each date chosen
The last section to customize your availability will ask how long you are looking to allow the booking.
This defaults with a 90 day, 3 month window of availability. Requestors will not have access into your calendar past that 90th day. This option can be further customized.
"Date Range" will only show availability between two dates.
Selecting, "Forever" will have no parameters around your future availability.
Now select, "Save Settings" to save your new schedule.