📧 Email Configuration and CNAMEs

Currently, TidyCal does not support adding CNAMEs or validating your sending email addresses.

How TidyCal Sends Emails:

• Reminders: Sent from TidyCal's mail servers
• Calendar Invitations: If you've connected Google/Office/Apple calendars, invitations will be sent from those connected accounts

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👥 Adding Team Members

Available on Agency Plan only

To add users to your TidyCal account:

1. Navigate to the "Teams" tab in your dashboard
2. Click "Create Team" if you haven't already created one
3. Select "Invite Team Member" and enter their email address
4. Click "Send Invitation"

Team members will receive an email invitation to join your TidyCal account.

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🔄 Understanding Reading Enabled/Disabled

Calendar Connections in TidyCal

TidyCal can connect to up to 10 different calendars (e.g., 10 Gmail calendars) and has two main ways of interacting with them:

Reading Events (Blocking Out Times)

• Reading Enabled: TidyCal will read events from your connected calendar and block out times marked as "Busy" to prevent double-booking
• Reading Disabled: TidyCal will only see events it created itself, ignoring any other events in the connected calendar

Writing Events (Adding Bookings)

TidyCal can only write (add) events to one calendar at a time:

• The designated "Primary" calendar is where all new bookings will be added
• If you want to add events to different calendars for different booking types, you will need multiple TidyCal accounts

Recommended Setup

For most users, the optimal configuration is:

• Connect all calendars you use with "Reading Enabled"
• Set your main work calendar as "Primary" (for writing events)

This ensures TidyCal has complete visibility of your schedule while adding new bookings to your preferred calendar.

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🖼️ Profile Image Recommendations

TidyCal doesn't enforce specific image dimensions for profile pictures, but we have some recommendations for best results.

Recommended Profile Image Specifications:

• Minimum Size: 200 x 200 pixels
• Recommended Size: 400 x 400 pixels for best quality
• Aspect Ratio: 1:1 (square) is best for proper display
• File Format: JPEG or PNG (PNG recommended for images with transparency)
• Maximum File Size: Keep under 5MB for optimal loading

Tips for Professional Profile Images:

• Use a professional, high-quality photo with good lighting
• For personal brands, a headshot works best
• For company accounts, use your logo
• Ensure your face is clearly visible if using a personal photo

Your profile image appears on your booking page and helps build trust with potential clients.

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☁️ Microsoft Exchange Support

Currently, TidyCal does not support Microsoft Exchange calendars.

Supported Microsoft Calendar Services:

• Office 365
• Outlook.com
• Live.com
• Hotmail

Alternatives for Exchange Users:

1. If possible, migrate to one of the supported Microsoft calendar services
2. Consider adding your Exchange calendar to Outlook or Google Calendar, then connect that calendar to TidyCal
3. Check our updates regularly as we continue to expand our supported calendar integrations

This limitation is due to technical constraints in Microsoft's API for Exchange servers.

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🔒 Two-Factor Authentication (2FA)

Currently, TidyCal does not support Two-Factor Authentication (2FA) for account security.

Alternative Security Measures:

1. Strong Passwords: Use a unique, complex password for your TidyCal account
2. Password Manager: Consider using a password manager to generate and store secure credentials
3. Secure Email: If you login with Google or another provider that offers 2FA, enable it on that account

Account Security Best Practices:

• Regularly update your password
• Don't share account credentials with others
• Log out when using shared or public computers
• Keep your email account secure, as it's used for password resets

We're continually evaluating security enhancements, including 2FA, for future updates.

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🍪 TidyCal Cookies

TidyCal uses a minimal number of cookies to ensure proper functionality.

Cookies Used for End Users:

• tidycal_session: Maintains user session state
• XSRF-TOKEN: Security token to protect against cross-site request forgery attacks

Cookie Properties:

• These cookies are essential for the functioning of the service
• They do not store personal information beyond what's needed for basic functionality
• Session cookies expire when the browser session ends

Privacy Compliance:

TidyCal's cookie usage complies with major privacy regulations including GDPR and CCPA. For complete details on how we handle data, please refer to our Privacy Policy.

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🏷️ AppSumo Plus Membership

TidyCal is not currently included in the AppSumo Plus membership package.

How to Get TidyCal:

• TidyCal must be purchased separately through AppSumo
• Visit https://appsumo.com/products/tidycal to purchase
• AppSumo frequently offers special deals on TidyCal - check their site for current promotions

Your AppSumo Plus membership benefits (like additional redemptions) can be applied to your TidyCal purchase, but the product itself is not included in the membership.

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⏰ Setting Your Availability

Individual Booking Type Availability

Each booking type can have its own unique availability settings:

1. Go to your Dashboard
2. Edit the specific Booking Type
3. Navigate to the "Availability" section
4. Choose between:
   • Weekly Schedule: Set recurring weekly availability with custom unavailable dates
   • Specific Dates: Select only certain dates when you're available

Global Availability

To set default availability for all booking types:

• Use the "Global Availability" tab in your account settings
• Add "Busy" events to your connected calendar (with reading enabled)

Global settings will apply to all booking types unless overridden by individual booking type settings.

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🔍 Troubleshooting: No Available Meeting Slots

If your booking page shows no available slots, check these common causes:

1. Calendar Conflicts: Events in your connected calendar marked as "Busy" may be blocking slots
   • Test: Go to Integrations and disable "Reading" from connected calendars
   • If slots appear, your calendar events are blocking availability
2. Meeting Configuration Issues:
   • Verify your meeting duration + padding time fits within your available slots
   • Check that your "How far out users can book" and "Bookers can't schedule within" settings are configured correctly
3. Availability Settings:
   • Confirm your Global Availability settings allow for bookings during your desired times

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⏱️ Setting Business Hours

TidyCal doesn't currently offer a single "Business Hours" setting that applies to all booking types. However, there are effective workarounds.

Recommended Method for Consistent Business Hours:

1. Create your first booking type with your desired business hours in the "Availability" section
2. Add any specific "Unavailable date overrides" for dates you're not available
3. Save this booking type
4. Use the "Clone" or "Duplicate" function to create additional booking types
5. All cloned booking types will inherit the same availability settings
6. Adjust other settings (duration, price, description) as needed

Alternative Approaches:

• Global Availability: Set a baseline schedule in Global Availability that applies to all booking types
• Connected Calendars: Block off non-business hours in your connected calendar (with reading enabled)

We're considering adding universal business hours in future updates based on user feedback.

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📋 Managing Booking Schedules

Each booking type in TidyCal has its own independent scheduling settings.

Setting Up Individual Booking Schedules:

1. From your dashboard, select the booking type you want to configure
2. Click "Edit" to modify its settings
3. Navigate to the "Availability" section
4. Configure the specific schedule for this booking type:
   • Set available days and times
   • Define buffer times between appointments
   • Configure how far in advance bookings can be made
   • Set minimum notice period
5. Save your changes

Efficient Management:

• To create multiple booking types with similar schedules, set up one booking type and then duplicate it
• Use Global Availability settings for foundational scheduling and adjust individual booking types as needed
• Connected calendars with reading enabled will block out times across all booking types

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🗓️ Using Date Polls

Date polls are a powerful TidyCal feature that helps coordinate meeting times with multiple participants.

How Date Polls Work:

1. You create a date poll with multiple potential meeting times
2. Participants receive a link to vote on their preferred times
3. TidyCal identifies the best time based on everyone's availability
4. Once a time is selected, the meeting is automatically scheduled

Ideal Use Cases:

• Team meetings with multiple stakeholders
• Client consultations where flexibility is needed
• Event planning with multiple participants
• Coordinating across different time zones

Date Poll Features:

• Multiple Options: Propose several dates and times
• Real-time Feedback: See responses as they come in
• Time Zone Smart: Automatic detection for participants
• Automatic Confirmations: Notifies all attendees of final time

Date polls help eliminate the back-and-forth of scheduling and find times that work for everyone.

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❓ Bookings Not Showing in Connected Calendar

If your TidyCal bookings aren't appearing in your connected calendar, try these troubleshooting steps:

Common Solutions:

1. Reconnect Your Calendar:
   • Go to the Integrations page in your TidyCal account
   • Remove the current calendar connection
   • Add the calendar again
2. Check Calendar Permissions:
   • Ensure you've granted TidyCal all the necessary permissions to write to your calendar

For Google Calendar Users:

1. Visit https://myaccount.google.com/permissions
2. Remove all TidyCal permissions
3. Open a new Incognito/Private browser window
4. Log in to your TidyCal account
5. Reconnect your Google calendar and grant all requested permissions

For Outlook Calendar Users:

Contact Outlook support to verify that calendar permissions are correctly configured.

If problems persist after trying these steps, please contact TidyCal support for further assistance.

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🔗 Adding Hyperlinks to Meeting Descriptions

To add clickable links in your meeting descriptions:

1. Edit your booking type
2. In the description field, highlight the text you want to convert to a link
3. Click the "hyperlink" button (chain icon) in the editor toolbar
4. Enter the URL in the popup dialog
5. Click "Save" or "OK" to apply the link
6. Save your booking type changes

Your selected text will now appear as a clickable link to users.

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📤 Importing Booking Types

TidyCal currently offers importing booking types from Calendly only.

How to Import from Calendly:

1. Go to your TidyCal Integrations page at tidycal.com/integrations
2. Find the "Import from Calendly" button
3. Follow the prompts to connect your Calendly account
4. Select which booking types you want to import
5. Confirm the import

What Gets Imported:

• Booking type names
• Durations
• Descriptions
• Basic availability settings

We're considering adding support for importing from other scheduling platforms in the future.

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↕️ Changing the Order of Your Booking Types

You can easily rearrange the order in which your booking types appear on your booking page.

How to Change Booking Type Order:

1. From your TidyCal Dashboard, click the "View your bookings page" button
2. On your booking page, you'll see all your active booking types
3. Click and hold on any booking type
4. Drag the booking type to your preferred position
5. Release to set the new order
6. The changes will be automatically saved

Strategic Ordering Tips:

• Place your most popular or profitable booking types at the top
• Group related booking types together
• Consider creating a logical flow from introductory to advanced services

This ordering affects how booking types appear on your public booking page and can influence which options clients choose.

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🔌 Embedding Multiple Calendars on a Single Page

TidyCal supports embedding multiple booking calendars on a single webpage.

How to Embed Multiple Calendars:

1. Get the embed code for each calendar you want to include:
   • Go to your Dashboard
   • Select a booking type
   • Click "Share" and choose the "Embed" tab
   • Copy the provided embed code
2. On your webpage, paste each embed code in the location where you want each calendar to appear
3. You can style or arrange the embedded calendars using your website's CSS

For best results, consider using appropriate spacing or styling between multiple calendars to ensure they're visually distinct for your users.

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🖼️ Cover Image

The cover image feature in TidyCal is specifically designed for showcasing your booking types in the TidyCal directory.

Cover Image Purpose:

• Makes your listing stand out in the TidyCal directory (https://tidycal.com/directory)
• Helps potential clients understand your services visually
• Enhances your professional presence in the directory

Cover Image Recommendations:

• Size: 1280x720px (16:9 aspect ratio) works best
• Content: Choose images relevant to your services
• Quality: Use high-resolution, professional images

Cover images only appear in the directory listing and do not display on your booking pages themselves.

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🔄 Rescheduling and Cancelling Bookings

TidyCal allows clients to reschedule their bookings, and this feature cannot be disabled.

Default Rescheduling Behavior:

• Clients receive a booking confirmation email with reschedule and cancel options
• Rescheduling is available up until the meeting start time (or based on your minimum notice period)
• When a client reschedules, both you and the client receive notification emails

Managing Cancellations:

• Clients can cancel bookings through their confirmation email
• You can set a minimum notice period for cancellations
• For paid bookings, you can define your refund policy

Potential Workarounds:

• Set a longer minimum notice period to prevent last-minute changes
• Include a note in your booking description about your rescheduling policy
• For critical meetings, consider following up with direct calendar invites

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📅 Deleting Bookings

Currently, there is no self-service option to delete bookings in TidyCal.

How to Remove Bookings:

1. Contact the TidyCal Support team via your account or through the help center
2. Provide the specific booking details you want removed
3. Our team will delete the booking(s) for you

Alternatives to Deletion:

• For future bookings, you can allow clients to cancel or reschedule them
• You can also manually cancel bookings, which will remove them from your active calendar

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📇 Importing Contacts

Currently, TidyCal doesn't offer a feature to import contacts from external sources.

Alternatives:

• Contacts are automatically created when someone books with you
• You can manually add contacts in the "My Contacts" section
• For large contact lists, consider using integrations like Zapier to sync contacts from other platforms

We're constantly improving TidyCal, so contact importing may be added in future updates.

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🗑️ Deleting Contacts

You can remove contacts from your TidyCal account, but there are important considerations to keep in mind.

How to Delete Contacts:

1. Navigate to the "My Contacts" tab in your dashboard
2. Find the contact you wish to delete
3. Click the delete option (typically a trash icon)
4. Confirm the deletion when prompted

Alternative Approaches:

• If you just want to organize your contacts, consider tagging or categorizing them instead
• If you're concerned about privacy, note that TidyCal complies with data protection regulations like GDPR

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📞 Collecting Phone Numbers from Bookers

TidyCal allows you to collect phone numbers and other custom information from people booking appointments.

How to Add a Phone Number Field:

1. Edit the booking type where you want to collect phone numbers
2. Navigate to the "Questions" or "Form Fields" section
3. Click "Add Question"
4. Set the question type to "Text" or "Phone"
5. Enter a label like "Phone Number"
6. Toggle the "Required" switch if you want to make this field mandatory
7. Save your changes

Other Custom Fields

Using the same method, you can create any custom fields you need:

• Company name
• Address
• Specific questions relevant to your service
• Multiple choice options

All responses will be saved with the booking and accessible in your TidyCal dashboard.

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💳 Payment Processors Supported in TidyCal

TidyCal supports several payment processing options for paid booking types.

Available Payment Processors:

• PayPal: Accept payments through PayPal accounts or guest checkout
• Stripe: Process debit and credit card payments securely
• TidyCal payment processing: (No longer supported for new users - requires Stripe Connect)

Setup and Configuration

For detailed instructions on setting up payment processing, watch our video guide:

https://youtu.be/bzLJG3R-6fg

Payment Features:

• Set fixed prices or allow clients to choose an amount
• Configure currency options
• Manage payment confirmations and receipts

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💰 Offering Discounts and Coupons

While TidyCal doesn't currently have built-in discount or coupon functionality, you can use this workaround:

Creating Discounted Booking Options

1. Create a duplicate of your regular booking type
2. Set a lower price on this duplicate
3. Mark it as "Private" (only accessible via direct URL)
4. Share this direct URL with clients you wish to offer a discount to

Best Practices

• Use descriptive names for your discounted booking types (e.g., "Strategy Call - VIP Discount")
• Consider using different durations or perks for discounted sessions to add value
• Track which clients received discounted links for your records

This approach allows selective discounting without affecting your standard pricing.

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📱 Mobile Applications

TidyCal Mobile Apps

Currently, TidyCal does not offer native mobile applications for any platform (iOS, Android, or others).

How to Use TidyCal on Mobile Devices

TidyCal is fully accessible through our responsive web application:

• Open your mobile browser (Safari, Chrome, etc.)
• Visit tidycal.com and log in to your account
• The web interface automatically adapts to your screen size

All features available on desktop are accessible through the mobile web experience.

We continually evaluate the development of dedicated mobile apps based on user feedback.

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🔄 Webhooks

TidyCal does not currently offer native webhook support. However, you have several alternatives for integrating TidyCal with other platforms:

Integration Options:

• Zapier: Connect TidyCal with hundreds of other apps using Zapier's pre-built integration
• Alternative Automation Tools: Use platforms like Pabbly Connect (https://www.pabbly.com/connect/integrations/tidycal/) for similar functionality
• API: For developers, TidyCal's API can be used to create custom integrations

We're continually expanding our integration capabilities based on user feedback.

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⚙️ API Documentation

TidyCal offers a comprehensive API for developers who want to create custom integrations or extend TidyCal's functionality.

Accessing the API Documentation:

The complete TidyCal API documentation is available at:

https://tidycal.com/developer/docs/

API Features:

• Create and manage booking types
• Access booking information
• Manage user availability
• Work with contacts and more

For technical support with the API, please contact our development team through the support channels.

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⚡ Zapier Integration

TidyCal integrates with Zapier to automate workflows with hundreds of other apps, but there are some limitations to be aware of.

Multiple Questions Handling:

When passing multiple custom questions from TidyCal to Zapier, all questions and answers will be combined into a single variable in Zapier.

Example:

If your booking form has questions like:

• Question 1: "What's your company size?"
• Question 2: "What's your biggest challenge?"

In Zapier, these will appear as a single text block like:

What's your company size?: 10-50 employees
What's your biggest challenge?: Finding qualified leads

Working with Question Data:

• Use Zapier's Formatter step to split or parse this combined data if needed
• For complex data processing, consider using webhooks or custom code steps in Zapier

We're continually working to improve our Zapier integration based on user feedback.

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📊 Facebook/Meta Tracking Pixels

TidyCal doesn't currently support direct integration with Meta (Facebook) tracking pixels on booking pages.

Workaround Solution:

1. Create a custom "thank you" page on your website with your Meta pixel installed
2. In TidyCal, edit your booking type
3. Navigate to "After Booking" settings
4. Enable "Redirect after booking" and enter the URL of your custom thank you page
5. Save your changes

With this setup, users will be redirected to your tracking-enabled page after completing a booking, allowing you to track conversions.

Additional Tips:

• You can pass booking information to your thank you page using URL parameters
• Consider using different thank you pages for different booking types for more detailed analytics
• Test your setup thoroughly to ensure tracking works correctly

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🔔 Notification System

TidyCal provides built-in notifications to keep you informed about booking activities.

Internal Notification Types:

• New Bookings: Alerts when someone schedules a meeting
• Cancellations: Notifications when bookings are canceled
• Reschedules: Alerts when appointments are rescheduled

Notification Delivery Methods:

• Email: Notifications sent to your registered email address
• Calendar Invites: Events added to your connected calendar

Extending Notifications:

For additional notification options, you can use third-party integrations:

• Connect TidyCal to Zapier to receive notifications via Slack, SMS, or other platforms
• Use automation tools to create custom notification workflows

Notification settings can be configured for each booking type individually.

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