Smarter Calendars, Simplified Setup

Smarter Calendars, Simplified Setup!

March 30, 20251 min read

The latest updates to Calendars within the [Agency Name] platform focus on reducing friction and making the user experience more intuitive. From faster email template setup to clearer payment integration, these upgrades aim to simplify workflows and improve scheduling efficiency.

Create Email Templates Right from Calendar Notifications

No more bouncing between different sections just to send a simple notification.

Here’s how it works now:

  • While setting up your calendar, go to Notifications.

  • Click to create a new email template directly within the notification settings.

  • Once created, the template is immediately available in the dropdown list.

  • Select it and move on — no extra clicks, no switching to the Marketing tab.

Key Benefits:

  • Save time with fewer steps

  • Stay focused within one screen

  • Speed up onboarding and setup for teams

Clearer Payment Integration Display in Calendars

Confused about whether your payment provider is connected? This update clears it up.

New changes include:

  • A visible tag when no payment method is linked

  • A quick-access button to connect a payment provider

  • Display of the default selected provider

  • A full list of supported providers for reference

Why This Matters:

  • No more guesswork about payment setup

  • Easier troubleshooting and configuration

  • Better transparency for users managing multiple integrations

Quick Summary of What’s Improved

  • Email Templates:
    Create them right in the calendar setup — no extra navigation needed.

  • Payment Visibility:
    Instantly see your payment connection status and make updates with ease.

These small but impactful changes are designed to improve how you interact with scheduling tools across the platform. They reduce the steps required to get started, streamline communication, and make collaboration between modules more intuitive.

Let these updates work in the background so you can focus more on growing your business and less on switching tabs.

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