CalendarApp

Manage client CalendarApp account

Manage Your client’s Accounts

As an agency managing your clients’ accounts is essential. Not only does it save time and is more convenient than forwarding every bit of information to your client. But in most cases you are more of an expert in handling the tool in question. That’s why in your CalendarApp Dashboard you can easily add and remove your client’s Manychat pages and Google Accounts. Giving you full control over the events created. 

In this article, you will learn the 3 very simple steps to add your client’s account in order to manage events to fully automate the booking process. 

If you are new to the CalendarApp or simply exploring it’s agency capabilities then sign up for a free account and start your 14 day trail. 

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To use the CalendarApp effectively, you need to be familiar with Google Calendar. Learn the Google Calendar Basics.

Table of Contents

1. Add Manychat Page

The first step to successfully managing your client’s accounts is adding the Manychat page. This helps you to manage your client’s Social Media Pages as well as it’s customers, data and confirmation messages. 

In case your client doesn’t have a Manychat account yet create one for free. 

 

To add the Manychat page to your CalendarApp account:

Creating a Google Calendar is super simple and can be done following these steps:

  1. Open calendar-app.de and sign in
  2. Navigate to -> Settings
  3. Under Manychat Page click on + Manychat Page
  4. Open manychat.com sign into your account. Select your clients page and navigate to -> Settings -> Apps -> CalendarApp
  5. Copy and paste MemberID and API Token and paste them into the according fields
  6. Click Save
  7. Your client’s page will show up in the list. If you don’t see it refresh your page
Navigate to Settings Manychat page and click on + Manychat page
Copy MemberID and API Token
Paste MemberID and API Token into the according fields

Congratulations! You have successfully connected your client’s Manychat page!

2. Add Google Account

After connecting your client’s Manychat page it’s now to connect your client’s Google Account more precisely your client’s Google Calendar. Eventually, the appointments scheduled must show up in your client’s Google Calendar not yours.

If your client doesn’t have a Google Account you client can create a Google Account here.

To connect your client’s Google Account:

  1. Navigate to -> Settings
  2. Select -> Google 
  3. Click on  Google Account +
  4. Click the Copy Icon to copy the authorization URL to your clipboard
  5. Send an Email to your client containing the URL 
  6. Once your client clicks the URL they can start the authorization flow.
  7. When your client successfully authorized the Google Calendar you will find it in your list. Click the Edit Icon to set your client’s business niche.
Navigate to Settings then select Google
Click on Google Account + to add another Google Account to your calendarApp account
Click the Copy Icon to copy the URL to your clipboard
Your client will be prompted to authorize their Google Calendar
Select the pencil icon next to your clients Google Account
Select the niche of your client

3. Create CalendarApp Event Using a Template

After you have successfully added your client’s manychat page and Google Account to your CalendarApp account you can start creating events on your client’s behalf. The easiest and fastest way of doing so is using one of our CalendarApp Event Templates.

For the purposes of this article we are using a the Classic 1:1 Event Event Template. This way a customer can book a 1:1 appointment with your client at the available hours.  

To create a CalendarApp event:
  1. Navigate to -> Events
  2. Click on the Classic 1:1 Event Template
  3. Select your clients Google Account 
  4. Select your clients Manychat Page
Use a CalendarApp Event Template to create a Classic 1 on 1 event for your client
select your clients Google Account
select your clients manychat page
A new calendarapp event has been created

Awesome! You have successfully connected your client’s Manychat page and Google Calendar to your CalendarApp account.

Finally, you can work on adjusting the created event to your client’s needs by following the instructions on the article about the CalendarApp Classic 1:1 Event.

In case the Classic 1:1 Event Event Template doesn’t fit your client’s use case you can also pick from the following templates:

  • Group Event
  • Restaurant
  • Customer Selects Employee
  • Sports Class (Multiple Trainers)
  • Accommocation (Airbnb)
  • Accommodation (Hotel)
  • Webinar

 

If you have any questions on how to manage your client’s account or how to utilize the CalendarApp Event templates do not hestitate to submit a support ticket.

Submit Support Ticket