Settings: Calendars

Overview

Calendar settings in PXME are designed to simplify availability management and integrate with tools such as Google Calendars, Outlook, Zoom, Stripe, and Google Ads. These settings are especially useful when working with Group Calendars (Round Robin Calendars), where user availability and primary calendar connections are critical. Unassigned calendars are also affected by these settings, and you can customize the week view directly from this area.

This guide walks you through the settings interface and key considerations when managing calendars in PXME.

Flexible Reordering of Booking Widget Steps

• PXME allows you to reorder the steps in your booking widget, giving more control over the booking process.

• This ensures you can collect important lead information, even if the appointment is not completed or payment fails.

How to Reorder:

1. Go to Calendar Settings → select your calendar → Forms & Payments.

2. Rearrange the order of the Date & Time Selector and Form steps.

3. The Payment step always remains last.

4. Save your changes.

Calendar Descriptions with Rich Text Editor

• Enhance calendar descriptions with formatting, images, or links to create visually appealing and informative content.

How to Edit:

1. Navigate to Calendar Settings → Meeting Details.

2. Use the rich text editor tools to format your description.

3. Save changes to update the booking widget.

Creating and Managing Groups

How to Create a Group:

• In Calendar Settings, click Create Group.

• Provide a Group Name, Description, choose a Template (Classic or Neo), and set the Group URL.

• Groups are displayed in the group column with a folder icon.

Group Tab Overview:

• Rearrange calendar display order by clicking the three dots → Rearrange Calendars.

• Search group settings with keywords.

Group Actions (Dropdown Menu):

• Edit Group

• Copy Group Embed Code

• Copy Group Link or Scheduling Link

• Rearrange Calendars

• Deactivate Calendars in the group

• Delete Group

Calendar Group Deletion Enhancement:
When deleting a group, you can now:

• Retain calendars and appointments (delete only the group).

• Delete the group and all associated calendars/appointments.

How to Delete a Group:

1. Go to Calendar Settings → Calendars → Group Tab.

2. Click the three dots next to the group → Delete.

3. Check/uncheck the box to retain or delete calendars.

4. Confirm.

Calendar Tab Overview

From the Calendar Tab you can:

• Search calendars with keywords.

• Apply filters.

• Use the action dropdown to:

  • Edit calendar settings

  • Duplicate a calendar

  • Share a calendar

  • Deactivate a calendar

  • Move a calendar to another group (if it’s Round Robin)

  • Delete

Note: If “Move to Group” isn’t visible, it’s an Unassigned/Event Calendar.

Creating a Group Calendar

• Click Create Calendar.

• Select Round Robin Booking as the type.

• Choose Group.

You can also add a group later:

• Open the calendar’s main menu (three dots) → Move to Group, or

• Edit the calendar and assign it to a group under Meeting Details.

? For more details, see Calendar Setup 101.

Account Preference vs User Preference

Account Preference:

• Choose the start day of the week for calendar views.

• Select booking widget language and time format.

• Adjust the booking widget’s week start day.

User Preference:

• Add custom meeting locations (Zoom, phone, physical address, Google Meet).

Connections Tab

The Connections Tab includes integrations for calendars, video conferencing, and Google services.

• Calendars: Connect third-party calendars (Google, Outlook, etc.) to sync appointments and prevent double bookings.

• Video Conferencing: Automatically generate unique Zoom or Google Meet links for appointments.

• Google Organic Booking: Allow clients to book directly from your Google Business Profile (appears within 24–48 hours).

• Local Services Ads (LSA): Generate leads directly from Google ads for eligible industries (Home Services, Legal, Real Estate). Ensure company name and address match your LSA account.

Availability Settings

• Availability plays a critical role in Group Calendars. PXME checks the availability of group members before showing time slots in the booking widget.

• Set your timezone under Calendar Settings.

• Add additional timeframes for availability.

• Use the Monday section to copy settings across all days.

Summary of Benefits

• Customization: Reorder widget steps, add styled calendar descriptions, and set flexible group settings.

• Integration: Sync with Google, Outlook, Zoom, Stripe, and more.

• Control: Decide whether to retain or delete calendars when removing groups.

• Efficiency: Manage availability, timezones, and user preferences in one place.

FAQs

Q1: Can I rearrange the booking widget steps?
A: Yes, you can reorder the Date & Time Selector and Form steps, but Payment always remains last.

Q2: How do I format my calendar descriptions?
A: Use the rich text editor under Meeting Details to add styling, links, or media.

Q3: Can I move calendars between groups?
A: Yes, Round Robin calendars can be reassigned. Event calendars cannot.

Q4: What happens if I delete a group?
A: You can either retain the calendars and their appointments or delete them along with the group.

Q5: Can PXME integrate with Zoom and Stripe?
A: Yes, PXME supports both Zoom video conferencing and Stripe payment processing for appointments.