Comprehensive FAQ

TidyCal FAQ Guide

TidyCal Comprehensive FAQ Guide

Welcome to the comprehensive FAQ guide for TidyCal, your all-in-one email marketing solution. This guide answers the most common questions about using TidyCal to grow your audience, improve engagement, and streamline your email marketing workflow.

Table of Contents

What calendar integrations does TidyCal support?

TidyCal offers robust calendar integration capabilities:

Supported Calendars

  • • Google Calendar
  • • Microsoft Outlook
  • • Apple Calendar

Each integration allows for:

  • • Real-time availability syncing
  • • Automatic event creation
  • • Preventing double-booking

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What is TidyCal and how does it work?

TidyCal is a powerful scheduling and booking platform that allows individuals and businesses to: • Create personalized booking pages • Sync multiple calendars • Manage appointments and meetings efficiently

Key Features

  • • Customizable Booking Types: Create different scheduling options for various services
  • • Calendar Integrations: Connect with Google, Outlook, Apple Calendar, and Microsoft Teams
  • • Time Zone Management: Automatic time zone detection and conversion
  • • Team Scheduling: Collaborate with team members and manage group bookings

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How do I troubleshoot calendar sync issues?

Common Sync Problems

  • Ensure correct calendar permissions are granted
  • Verify email addresses match between TidyCal and calendar accounts
  • Check that events are marked as "Busy" in source calendar

Sync Troubleshooting Steps

  1. Disconnect and reconnect calendar integration
  2. Refresh browser and clear cache
  3. Verify time zone settings

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How do I set up a TidyCal account?

To set up your TidyCal account:

  1. Go to https://tidycal.com/register
  2. Create a free account using your email address
  3. Log in and complete your profile
  4. Create your first Booking Type by:
    • Configuring available time slots
    • Connecting your calendar
    • Setting up integration preferences

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Can I customize my booking page?

TidyCal provides multiple customization options:

Customization Features

  • • Logo Upload: Add your company logo
  • • Custom Fields: Create additional questions for bookings
  • • Availability Rules: Set complex scheduling parameters
  • • Buffer Times: Add padding between meetings

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What are the different TidyCal pricing tiers?

Free Tier

  • Basic booking link creation
  • Limited calendar integrations

Tier 1 (Lifetime)

  • Multiple booking types
  • Advanced calendar sync
  • Basic team features

Tier 2 (Agency Plan)

  • Team booking capabilities
  • Round-robin scheduling
  • Advanced team management

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What video conferencing integrations are available?

TidyCal supports:

  • Zoom integration
  • Google Meet
  • MS Teams
  • Custom video conference link support

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How does team scheduling work in TidyCal?

Team Scheduling Features

  • • Agency plan allows creating multiple team booking types
  • • Each team member needs their own TidyCal account
  • • Availability is determined by connected personal calendars

    • Availability Synchronization

  • • Team members must connect personal calendars
  • • "Busy" events in connected calendars block out unavailable times
  • • Individual account availability settings are not automatically applied

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    What payment methods does TidyCal support?

    TidyCal currently supports two primary payment integrations:

    • Stripe - Recommended for most users
    • PayPal - Alternative payment option

    Important Payment Limitations

    Currently, you can only select one payment processor per booking type. If you want to offer both Stripe and PayPal, you'll need to create two identical booking types with different payment methods.

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    Can I delete my TidyCal account?

    Yes, you can delete your TidyCal account by:

    1. Contacting TidyCal support directly
    2. Providing the email address associated with your account
    3. Requesting complete account and data deletion

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    How do I connect my calendar to TidyCal?

    TidyCal supports multiple calendar integrations, including:

    • Google Calendar
    • Microsoft Outlook
    • Apple Calendar

    Integration Steps

    1. Go to Calendar Integrations in your TidyCal dashboard
    2. Select your calendar provider
    3. Grant required permissions
    4. Ensure "Reading Enabled" is selected

    Common Integration Issues

    • Verify calendar events are set to "Busy"
    • Disconnect and reconnect calendars periodically
    • Check browser extensions that might interfere

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    How do I activate my TidyCal license?

    To activate your TidyCal license, follow these steps:

    1. Log in to your existing TidyCal account using the email address associated with your purchase
    2. Navigate to https://tidycal.com/plan
    3. Verify that your license has been automatically applied

    Troubleshooting License Activation

    • Ensure you're using the same email address for login that you used during purchase
    • If you encounter errors, contact support@tidycal.com with your purchase details
    • Have your AppSumo order number ready when reaching out to support

    Multiple Account Scenarios

    If you have multiple email addresses, TidyCal support can help you activate the license on the correct account. Be prepared to provide: • Purchase email • Target TidyCal account email • Order confirmation details

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    How do I set up my first booking type in TidyCal?

    Setting up a booking type is straightforward:

    1. Log into your TidyCal account
    2. Navigate to the Booking Types section
    3. Click Create New Booking Type
    4. Configure:
      • Meeting name
      • Duration
      • Available time slots
      • Location (in-person or virtual)
    5. Save and share your unique booking link

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    Can I Sync Multiple Calendars?

    Yes! TidyCal supports multiple calendar integrations, including:

    • Google Calendar
    • Outlook
    • iCloud

    Calendar Sync Tips

    To ensure smooth synchronization:

    1. Grant full permissions when connecting calendars
    2. Ensure calendars are set to public
    3. Verify third-party app access with domain administrators

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    How can I change my TidyCal account email?

    To change your account email:

    1. Log into your existing TidyCal account
    2. Go to https://tidycal.com/profile
    3. Update email address
    4. Verify the new email

    Note: Ensure you don't create duplicate accounts during this process.

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    Can I request new features for TidyCal?

    Yes! TidyCal encourages feature suggestions through:

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    How does TidyCal handle time zones?

    TidyCal automatically detects time zones based on:

    • Client's browser settings
    • Computer's time zone configuration

    Important Considerations:

    Clients may receive booking confirmations in their local time, which might differ from your intended time zone. Recommend that clients:

    1. Check their device time zone settings
    2. Verify email account time zone configurations

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    How can I embed TidyCal on my website?

    TidyCal offers embedding options for:

    • WordPress websites
    • Custom HTML sites

    Embedding Steps

    1. Go to your booking type settings
    2. Copy provided embed code
    3. Paste into your website's HTML

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    How do refunds work in TidyCal?

    TidyCal does not automatically process refunds. Here's what you need to know:

    Refund Process

    • Refunds must be manually issued through your connected payment platform (Stripe/PayPal) • TidyCal does not have direct refund capabilities • Account owners are responsible for implementing their own refund policies

    Recommended Best Practices

    • Clearly communicate your refund policy in your booking type description • Manually process refunds through Stripe or PayPal • Consider setting explicit cancellation terms for clients

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    How do I set up my TidyCal account for the first time?

    Getting started with TidyCal is straightforward. Here's a step-by-step guide:

    Initial Account Setup

    1. Log in to your TidyCal account created during purchase
    2. Integrate Your Calendar
      • Navigate to Integrations > Calendars
      • Connect Google, Microsoft Office 365, or Apple iCal
      • Ensure you select a Primary Calendar for booking sync
    3. Create Your First Booking Type
      • Click "Create New Booking Type"
      • Set duration, availability, and meeting details
      • Customize booking page appearance

    Pro Tip: Check out TidyCal's Getting Started video tutorials for visual guidance!

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    What are the team/agency plan capabilities?

    The team plan allows:

    • • Adding multiple team members
    • • Shared booking management
    • • Individual and collective scheduling
    • • Centralized team calendar view

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    How secure is TidyCal?

    TidyCal prioritizes data security through:

      • SSL Encryption: Secure data transmission • OAuth Authentication: Secure third-party integrations • Regular Security Audits • GDPR Compliance

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    Can I export my booking data?

    Yes! TidyCal allows:

    • • CSV export of booking information
    • • Comprehensive Data Export: Includes client details, booking times, questions and notes
    • • Easy Download: Directly from booking management dashboard

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    What Booking Features Does TidyCal Offer?

    Booking Type Options

    • Individual Booking Pages: Create personalized scheduling links
    • Team Booking: Round-robin meeting distribution
    • Approval Settings: Configure manual booking approvals
    • Time Zone Management: Automatic time zone detection

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    Is There Mobile App Support?

    Currently, TidyCal does not have a dedicated mobile app. The platform is fully responsive and works through mobile web browsers.

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    Feature Request and Development

    Users can submit and vote on feature requests at: TidyCal Roadmap

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    Support and Resources

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    How do I resolve login or activation issues?

    Troubleshooting steps:

    1. Check spam/junk folder for activation emails
    2. Verify you're using the correct email address
    3. Reset password if needed
    4. Contact support with specific details about the issue

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    Is TidyCal a lifetime purchase?

    For AppSumo purchases, TidyCal offers a true lifetime plan with:

    • No recurring yearly or monthly fees
    • Permanent access to purchased features
    • Potential future updates and improvements

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    What is TidyCal and how does it help me manage my scheduling?

    TidyCal is a powerful scheduling and booking management tool designed to streamline your meeting and appointment processes. Key features include:

    • Create personalized booking links to share with colleagues, clients, and prospects
    • Automatic calendar availability checking to prevent double-booking
    • Customizable booking settings to control your availability and meeting preferences
    • Multiple calendar integrations including Google, Microsoft, and Apple calendars

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    Can I transfer my TidyCal license to another email?

    Yes! You can transfer your license by:

    1. Contacting support
    2. Providing both current and new email addresses
    3. Confirming account ownership

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    Can I create multiple booking types for different team members?

    Yes! With TidyCal's Tier 2 upgrade, you can:

    • Create separate booking types for team members
    • Connect individual calendars
    • Set unique availability for each team member
    • Receive booking notifications for each type

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    How do I set up global availability for bookings?

    To configure global availability:

    1. Go to Availabilit tab
    2. Add specific dates or select days of the week
    3. Configure time blocks long enough for your meeting durations
    4. Ensure sufficient time between bookings

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    What are TidyCal's GDPR compliance details?

    • Data stored on US-based servers

    Note: Currently no Standard Contractual Clauses (SCC) for EU data storage

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    Can I Create Team Booking Types?

    Yes, TidyCal supports team bookings with Tier 2 plans:

  • • Invite team members to your account
  • • Create team booking types
  • • Set individual team member availability
  • • Manage team scheduling and permissions

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    • How Do I Handle Unavailable Dates?

    To mark dates as unavailable:

  • • Use Global Availability settings
  • • Add specific unavailable dates
  • • Ensure booking type settings reflect your availability

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    How do I cancel my TidyCal subscription?

    TidyCal offers a unique approach to subscriptions:

    • Most TidyCal purchases are lifetime licenses, not recurring subscriptions
    • For AppSumo purchases, you can request a refund within 60 days
    • To request a refund, contact AppSumo support

    Refund Process

    1. Go to your AppSumo account
    2. Navigate to the Products page
    3. Find the TidyCal product
    4. Select "Refund" from the dropdown menu

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    What licensing tiers does TidyCal offer?

    Tier Options

    • Free Plan: Basic scheduling features
    • Individual Plan: Enhanced personal scheduling
    • Agency Plan: Team and advanced features

    Upgrade Considerations

    Some early AppSumo tiers cannot be directly upgraded. In such cases, you might need to:

    1. Purchase a new license
    2. Transfer the license to your preferred email
    3. Contact support for specific migration assistance

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    Can I create different booking types with unique calendar rules?

    Yes! TidyCal offers flexible booking type configurations:

    • Individual bookings can sync with personal calendars
    • Team/Agency plans allow more complex routing
    • You can create booking types that:
      • Check specific team member calendars
      • Ignore calendar availability for group sessions

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    Can I cancel or reschedule bookings?

    Booking Management

    • At this time, there is no way to disable cancellations • Automatic refunds are not provided • Manual refund processing required through payment platform

    Recommended Practices

    • Clearly communicate cancellation policy • Provide clear instructions for rescheduling • Manually handle payment adjustments

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    Can I add services with one-time payments and subscriptions?

    Currently, TidyCal only supports one-time payments for services. Subscription-based payments are not available. If you're interested in this feature, you can submit a feature request on their roadmap page.

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    Can I offer pricing in multiple currencies?

    Currently, TidyCal does not support offering booking prices in multiple currencies simultaneously (USD/GBP/Euro). You can submit this as a feature request on our roadmap.

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    Can I add promotional or discount codes?

    TidyCal does not currently support adding promotional codes during checkout. You can suggest this feature on their roadmap for potential future implementation.

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    I purchased a TidyCal license. How do I activate it?

    To activate your TidyCal license:

    1. Log in to your TidyCal account
    2. Verify the email associated with your purchase
    3. If not automatically activated, contact support with your:
      • Purchase receipt
      • Email address
      • Purchase date

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    How can I prevent clients from seeing all my booking types?

    Use the Booking Privacy settings:

    1. Go to your Booking Type settings
    2. Configure visibility options
    3. Limit access to specific booking links

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    Can I collect additional information during booking?

    Yes! TidyCal allows you to add custom question fields:

    • Go to Booking Type settings
    • Add custom questions
    • Select question types (e.g., phone number, text)

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    How many calendars can I sync?

    Depends on your plan:

    • Free Plan: 1 calendar
    • Tier 1 Plan: Up to 10 calendars total

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    What should I do if my payment isn't processing?

    Troubleshooting steps:

    1. Check payment method validity
    2. Verify internet connection
    3. Clear browser cache
    4. Try alternative payment method
    5. Contact TidyCal support with specific error messages

    Pro Tip: Screenshot any error messages to help support diagnose the issue quickly.

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    How do Team Accounts work in TidyCal?

    Team Account Features

    TidyCal Teams allow businesses to:

    • Create a centralized booking page
    • Book with entire team or specific members
    • Use Round-Robin scheduling
    • Offer Collective Meetings

    Team Account Requirements

    • Requires Tier 2 (Agency) Plan
    • Can invite multiple team members
    • Customize team booking page

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    How do I create a Team in TidyCal?

    1. Log into TidyCal.com
    2. Click Teams in top navigation
    3. Click Create Team button
    4. Optional: Upload team logo
      • Aspect Ratio: 1:1
      • File Type: JPEG or PNG
      • Max File Size: 2 MB
    5. Enter team name and description
    6. Customize team booking page URL
    7. Invite team members via email

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    How do I customize my booking page's appearance?

    TidyCal offers multiple customization options:

    Color Customization

    • The color picker affects accent colors, not full background
    • Changes impact:
      • Date selection outlines
      • Button highlights
      • Small interactive elements

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    How does the Team/Agency Plan work?

    Key features of the TidyCal Agency Plan:

    Licensing Details

    • Multiple team members can be invited
    • Each invited member remains on a free account
    • Premium features do NOT automatically extend to team members

    Round Robin Functionality

    • Assigns bookings to available team members
    • Considers external calendar availability
    • Does NOT use individual members' global availability settings

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    Why aren't all my available times showing up?

    Several factors can impact booking availability:

    Potential Causes

    • Calendar events marked as "Free"
    • Incorrect timezone settings
    • Conflict with existing bookings
    • Restrictive booking type configurations

    Troubleshooting Steps

    1. Review calendar event statuses
    2. Verify timezone configurations
    3. Check booking type availability windows
    4. Ensure no overlapping events

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    What is the reCAPTCHA Feature?

    TidyCal uses invisible reCAPTCHA to prevent booking spam:

    How It Works

    • Prevents multiple booking attempts from same IP
    • Blocks potential bot attacks
    • Invisible to most users

    Managing reCAPTCHA

    1. Can be disabled in account settings
    2. Located at https://tidycal.com/settings
    3. Recommended for preventing spam

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    How can I resolve PayPal payment button issues?

    If clients are experiencing problems with the PayPal payment button:

    1. First, try reconnecting your PayPal account
    2. As a temporary workaround, integrate a Stripe account
    3. If the issue persists, contact PayPal support directly

    Note: TidyCal does not have direct control over PayPal's payment gateway functionality.

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    How do I handle calendar synchronization issues, especially with Apple Calendar?

    Apple Calendar Integration Challenges

    Apple calendars are known for sync difficulties. Here are some key considerations:

    • Use app-specific passwords when integrating iCloud email
    • Ensure your calendar is set to public
    • Grant full read/write permissions to TidyCal

    Troubleshooting Sync Problems

    If time slots aren't updating after deleting events:

    1. Manually refresh calendar integration
    2. Disconnect and reconnect the calendar
    3. Check that deleted events are completely removed from all calendar views

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    What security measures does TidyCal implement?

    TidyCal takes data protection seriously with several key measures:

    • GDPR-compliant data storage
    • Encryption for data in transit and at rest
    • Strict access controls
    • Continuous system monitoring

    For full details, review the Privacy Policy and Terms of Service.

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    How do Team Booking and Round Robin features work?

    Availability Logic

    Key points about Team Booking Types:

    • Time slots only appear if ALL team members are available
    • Round Robin does not automatically rotate bookings
    • Zoom links are generated from the Agency Owner's account

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    What should I do if I'm experiencing reCAPTCHA errors?

    For reCAPTCHA verification issues:

    1. Clear browser cookies
    2. Try an incognito/private browsing window
    3. Use a different browser
    4. Check for any browser extension conflicts

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    Can I upgrade my TidyCal plan?

    To upgrade your plan:

    1. Log into your AppSumo account
    2. Go to the Products Page
    3. Find the TidyCal product
    4. Select "change plan"
    5. Complete the checkout for the higher tier

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    Why Are My Booking Dates Not Showing Correctly?

    Potential Causes

    • Calendar Conflicts: All-day or "Busy" events can block booking availability
    • Sync Issues: Calendars may not sync immediately
    • Global Availability Settings: Booking types might not use global availability

    Troubleshooting Steps

    1. Check calendar events and mark conflicting events as "Free"
    2. Manually resync calendars
    3. Verify global availability settings for each booking type
    4. Clear browser cache
    5. Try using an incognito/private browser

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    How Can I Prevent Bot Bookings?

    Current Anti-Bot Features

    • Google reCAPTCHA integration
    • Manual booking approval option

    Recommended Strategies

    1. Enable manual booking approval
    2. Add more required fields to booking forms
    3. Verify contact information before confirming
    4. Monitor Stripe payment details for declined transactions

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    Payment and Booking Link Issues

    Stripe Payment Troubleshooting

    • Check Stripe dashboard for specific decline reasons
    • Advise customers to contact their bank
    • Offer alternative payment methods

    Booking Link Problems

    1. Verify meeting URL configuration
    2. Use hyperlink formatting in emails
    3. Check booking type settings

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    Customization and Embed Options

    Currently Limited Features:

    • Basic iframe embedding
    • Limited customization options
    • No advanced iframe modification

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    Customer Support Recommendations

    • Always provide specific details about your issue
    • Include screenshots when possible
    • Check TidyCal help documentation
    • Contact support at support@tidycal.com for complex issues

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    What Happens If I Can't Log Into My Account?

    If you're experiencing login issues:

    • Verify you're using the correct email address
    • Reset your password using the forgot password link
    • Clear browser cache and cookies
    • Try logging in via incognito mode
    • Contact support@tidycal.com if problems persist

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    What Should I Do If I'm Not Receiving Booking Notifications?

    Troubleshooting steps:

    1. Check spam/junk folders
    2. Verify email settings
    3. Ensure service@tidycal.com is not blocked
    4. Contact your hosting provider
    5. Reach out to TidyCal support

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    How Do I Delete My Account?

    To delete your TidyCal account:

    • Contact support directly
    • Provide the email address associated with your account
    • Confirm account deletion request

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    What should I do if my license key is not working?

    Troubleshooting Steps

    • Verify you're using the correct email address
    • Check if you have an existing TidyCal account
    • Contact AppSumo support for license issues

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    Why are my calendar events not blocking availability in TidyCal?

    Common reasons include:

    • Calendar not enabled for reading
    • Events set as "Free" instead of "Busy"
    • Private event settings
    • Incorrect timezone configuration

    Troubleshooting tips:

    1. Check calendar integration permissions
    2. Verify event visibility settings
    3. Ensure correct timezone is selected
    4. Manually resync calendar

    How do I remove TidyCal branding?

    For Lifetime Pro users, TidyCal retains minimal branding to keep pricing affordable. Currently, there's no direct option to completely remove branding. The logo and links are kept subtle to maintain our competitive pricing strategy.

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    Can I set up Round Robin scheduling for my team?

    Yes! To set up Round Robin:

    1. Create a team in TidyCal
    2. Configure meeting type settings
    3. Adjust scheduling intervals
    4. Ensure team members have correct permissions

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