Welcome to Scheduler! This wonderful program is the ideal solution for both individuals and businesses. With this app, users can quickly sync their schedules and choose a time that works for everyone involved, regardless of where in the world they may be. There are 2 plug-and-play plan options available for Scheduler: Personal and Business. 

There is currently one package available under the personal plan, which we recommend if you’re a solo user, and two under the business plan, which we recommend if you’d like to filter multiple teams and multiple event types. We also offer a custom package, an a la carte option where the app will be modified to the client's specifications. This plan also supports white labelling. 

Here is a brief guide on how to set up your account.

How to set up your account?

1. Login

1. You will first be introduced to a login screen where you can enter your information and select a login email. If you don't already have an account, you can make one after selecting "business" or "personal" as the initial profile type. If you select a personal account, input your personal details such as name, address, and location. Since only one package is available under a personal plan, you can select this plan, confirm your email for verification and set up a password.

2. If you wish to select a business account, enter your company details instead of your personal details. You then have the option of choosing from two packages under your business account. Select your preferred plan according to what suits you the best, and then, once again, proceed to the email verification confirmation and password setup. Remember that the business plan has more options than the personal plan!

2. Onboarding

1. Congratulations! Your account is now ready for use! Now that you have set up your account, you can choose to share your links to begin using Scheduler. However, if you have selected a business package, you are entitled to additional plug-and-play settings. So, next, you will need to enter your preferences to set up your account. This includes your time zone and date/time format. This information will be vital when synchronizing your time with other schedules, so watch for it.

Another interesting fact is that now you can create your own landing page with Scheduler! Choose between our pre-designed templates and customize them as you prefer. Whether you are a Personal Package or Business Package user, you are entitled with the landing page option. 

The customizable landing pages offer the following:

i.  Pre-designed template choices.

ii. Branding elements (logo, introduction, contact details, links to social media and website, reviews, trust badges, etc.).

iii. Integration of Scheduler for seamless scheduling.

2. Importing a CSV file from Google Sheets or Microsoft Excel is a simple way to sync your contact list, which is the next step in setting up your account.

3. It's time to begin adding your users! For example, if you're putting together a work team or teaching a group of students, add their general information, such as their name and a profile picture. Users, Team Leaders, and Admins can be set up from the user page.

4. If you are creating a team, add your own team title and select your members. You can choose to have either a larger number of team leaders or a larger number of teams if you go with this option. It is possible to have ten people on 'Team 01' and two people on 'Team 02', respectively. Remember, if you have selected the business package and are making teams for personal use, they can serve as a way to distinguish between, say, friends, family, and gym class buddies.

3. The view of the user

Scheduler’s communication types and event templates can vary from meetings, seminars, and client briefings. According to what you have planned, you can select from Scheduler’s three types of events: One-to-One, Many-to-one, and Public Event. 

Once again, if you have selected Scheduler’s personal package, you are entitled to only the one-to-one event type. On the other hand, if you have selected Scheduler’s business package, you are entitled to the one-to-one package and the many-to-one and public event types! But wait, there’s more. When you invite people to a meeting via the Many-to-One event type, everyone's schedules will automatically sync to create a common time slot for all attendees. How convenient!

One to One: One host. One invitee. Let an invitee meet with you by selecting a time slot.

Many to One: This plan consists of many hosts and one invitee. Meet an invitee with members of your team at the same time.

Public Event: Create a public event with the ability to add payments. Ideal for webinars, training, etc.

1. After deciding on an event type, all that's left to do is fill in the rest of your settings. Here is what you can expect.

2. Input your event name and description, then select the location of your event. You can opt for a physical or online event via Zoom, Google Meet, Microsoft Teams, and Scheduler itself!

3. Next, you must include the duration of your event. Select and fill out general settings such as date/time management. If you opt for a team event, you can assign your team members for that meeting. However, this option is available only for Many-to-One and Public Event event types.

4. Now, it’s time to select the availability for your event. You will have three options: Automatic, use an existing schedule and create a custom schedule.

a. The automatic schedule allows you to synchronize all your team members' schedules into one and find a common slot for all members for the event.

b. When selecting an existing schedule, you must create a schedule for your event prior to creating your event. This can be done in the Availability section in your settings. You must add your schedule details such as name, and description, and schedule a time zone for your event. You can then create a schedule by adding timeslots that you are available on. 

c. A buffer time will be added for those who have many events and need time before and after an event to either plan for the event and gather ideas, or perhaps to take down notes of the event. This buffer time before and after will block out another individual trying to schedule you within that time slot. 

d. Moreover, if any of your reservations conflict with another one of your events, a section of date overriding will have to be entered manually after selecting your buffer times as a new event altogether to revoke what has been made before in your previous schedule. 

e. To give you a better idea, if a reservation is made on a day that you are unavailable, such as a holiday, the date must be overridden to block out the entire day in this case, under the "Date Overrides" section.

f. Creating a custom schedule follows the same steps as the existing schedule, however, instead of selecting from an existing schedule, you will create a brand new schedule within that setting and screen.

5. Lastly, you can view all your schedules if you have synced your calendars. It is also possible to integrate your schedules with Google Calendar and Microsoft Outlook and view them in one calendar overview. Dates, times, and event types can be viewed by filtering your calendar monthly, weekly, or daily, the perfect setup to keep your events organized. 

6. You are now ready to pass on your link, share your schedule with invitees, and get a booking!

4. Ready to invite your members?

If you wish to invite your members now to book their time slot with you as an admin, you can do so as follows:

1. Share your link with your invitees so they can select their preferred duration of the session. This can be a 30/45 minute meeting. 

2. They will be directed to your Scheduler Landing Page. 

3. Allow them to book their date and pick a time slot and a time zone.

4. Lastly, they must enter their name, email, and any additional notes or messages to confirm the booking!