How do I create a new booking calendar in ASNSpark! CRM?

A booking calendar is what families, referral partners and hospital case managers use to schedule time with your team, such as a care consultation or an in-home assessment. You can build one yourself in Calendar Settings, or let the Calendar Setup Assistant walk you through it with a few simple questions.

Option 1: Create a personal booking calendar yourself

A Personal Booking calendar is the simplest choice for one-on-one appointments with a single staff member, like an intake coordinator's consultation calendar.

1. Go to Calendars and click Calendar Settings.
2. Click Create Calendar.
3. Choose Personal Booking.
4. Fill in the name, description, meeting length, availability and other settings.
5. Click Save.

The person who creates the calendar is added as its team member automatically. You can change that to someone else. A Personal Booking calendar works like a Round Robin calendar, except it is limited to one team member. If you want bookings spread across several staff, use Round Robin instead.

Thinking about an Event calendar? Event calendars are meant for in-person events and do not create Zoom or Google Meet links. Read the note on the create screen that explains how this type is different before you choose it.

Option 2: Use the Calendar Setup Assistant

The assistant opens as a side panel in Calendars. You describe what you need in plain words, answer its follow-up questions, and it builds the calendar for you.

1. Go to Calendars and open the Calendar Setup Assistant panel.
2. Click Create a new calendar, pick a suggested option or type your request. For example: "Set up a 1:1 calendar for care consultations" or "Create a calendar for me and my community liaison."
3. Answer the questions it asks, such as the calendar name, team members, how bookings are assigned, where you meet, and your available days and hours.
4. Watch the booking page preview on the side to see the name, length, time zone and open time slots.
5. Review the summary. Ask for changes if anything looks off, then click Create it.
6. Copy the booking link it gives you, or click Book a test appointment to try it the way a family would.
7. Click Go to calendar settings to fine-tune anything else.

For team calendars, the assistant may ask whether bookings should go to whoever is available or whether the person booking can pick their host.

After you create it

Every calendar, however it was built, can be edited later in Calendars > Calendar Settings. Always book a test appointment before you share the link, so you can confirm the times, the form and the confirmation look right.

Common questions

• I do not see the Calendar Setup Assistant. It may not be turned on for every account yet, or your user role may not have permission to create calendars. You can still create calendars manually.
• I cannot create a calendar at all. Your user role needs the calendar setup permission. Ask your account admin, or Submit a ticket.

Have a question about your own account? Submit a ticket and our team will follow up.