Calendar Solutions for Purpose-Driven Entrepreneurs
How to set up and manage personal and business calendars in Better Story Marketing OS
With a multitude of tasks, meetings, and deadlines to juggle, effective time management isn't just beneficial — it's essential. In the fast-paced world of entrepreneurship, every second counts
This guide is designed to help you master your schedule, optimize your time, and gain control over your day. Here’s what we’re going to cover:
- How to connect your business and personal calendar to your Marketing OS
- How to create custom calendar options for your business needs.
Whether you're a seasoned entrepreneur or just starting your journey, these strategies will help you easily navigate your calendar, freeing up time to focus on what truly matters - growing your business.
Let's get started on transforming how you manage your time and, ultimately, your success.
How to connect your business and personal calendar to your Marketing OS
Connecting your calendars is the first step to effectively managing your calendar as a purpose-driven entrepreneur.
We recommend that you connect both your work and personal calendars because you’re a whole person, and you don’t want a client meeting to be scheduled during a doctor's appointment or a kid’s soccer game.
Connecting your business calendar
You first need to connect your business calendar before you can configure it.
Here’s what you need to do:
- Log into Better Story Marketing OS
- Select Calendars from the left side menu
- Click Calendar Settings in the top menu
- Click Connections in the new menu
- Choose from Google Calendar, Outlook, or iCloud.
- Select your business calendar from the dropdown in the Main Integration Calendar section.
- Click on My Profile in the left menu and select your business calendar in the Primary Calendar section.
Once your calendars are connected, they will show the Active icon next to the account.
Connecting your personal calendar(s)
If your personal calendars are shared with your work calendar, then you can have the Marketing OS check them for scheduling conflicts.
Here’s how you do that:
- Click on Settings at the bottom of the left menu.
- Click on My Profile in the left menu.
- Click “edit” in the Check for Conflicts section.
- Choose which additional calendars you want to check to determine your availability.
How to create custom calendar options for your business needs.
Imagine a booking calendar full of new clients.
Enhance your scheduling with Better Story Marketing OS's calendar features! Define your availability and tailor appointment types to your business needs, making client interactions smoother and more efficient.
Setting your overall availability
You can set your availability so customers can only book appointments during times you want.
- Click on Settings at the bottom of the left menu.
- Click on Calendar in the left menu.
- Click Availability in the top menu.
You can select your overall working hours. Each day can be unique and can even have multiple time slots. Just click “+ Add Time” to create multiple time slots in a given day. This feature is helpful if you want to ensure you’ll still have a lunch break.
What you’re setting here are the broad parameters for your availability. When you create custom calendars, you can tighten your availability even more.
The Marketing OS will also check your current schedule to determine when you are free.
Creating new customer calendar options
Each entrepreneur handles their scheduling uniquely, and the Better Story Marketing OS gives you the tools and flexibility to create calendar options that work for you.
When you click Create Calendar, you’ll see the following options.
Each calendar type is designed to meet the needs of your business. Here are some of the calendar uses you could create for your business.
- Discovery sessions a potential client can initiate.
- A paid session that is either single or recurring.
- Registering for an event like a webinar or workshop.
- Scheduling a customer support session.
When you click Select, you’ll want to click “Advanced Settings” at the bottom to customize the calendar fully.
Here are some of the calendar options you’ll want to pay attention to:
- Select which team member(s) will be automatically assigned when a meeting for this calendar is created.
- See a meeting invite title that will make sense both to you and the client.
- If you create this for a single event like a webinar or workshop. Select “Custom” as the Availability Type, and you can choose specific dates.
- If you are doing a workshop, you can limit the number of seats in the Class Booking.
- You will want to customize the thank you message.
- If you want to collect specific information about the person scheduling the meeting, you can select a custom form to be included in the booking process.
- You can add a price by toggling on the Accept Payments option.
- Be sure to select who will be notified about the booking.
Related Guides
Related Guides
Mastering calendar management is a game-changer for entrepreneurs.
By effectively organizing your schedule, defining your availability, and tailoring appointments to your business needs, you can streamline your operations and create more room for growth.
Remember, time is your most valuable asset.
Use the strategies from this guide to gain control of your calendar and transform how you operate. Harness the power of efficient scheduling to drive productivity, reduce stress, and ultimately elevate your entrepreneurial success. It's time to make every minute count.
Action Plan
As a purpose-driven entrepreneur, it’s vital to make it easy for current and potential clients to connect with you. You need a solid calendar solution.
If you haven’t already signed up for a free trial of the Better Story Marketing OS and set up your new calendars. If you need help, just book your Marketing OS Onboarding Session.
Frequently Asked Questions
Marketing Automation
What is marketing automation?
Marketing automation is the use of software to automate repetitive marketing tasks. This includes email marketing, social media posting, and ad campaigns, allowing businesses to nurture prospects wit
Why should a small business use marketing automation?
Marketing automation can save time and increase efficiency by automating repetitive tasks. It can also provide valuable data on customer behavior, helping to refine marketing strategies and improve c
Can marketing automation help with customer retention?
Yes, by providing personalized content and timely communication, marketing automation can help nurture customer relationships and increase customer loyalty.
Is marketing automation expensive?
The cost of marketing automation tools varies widely, and many offer scalable pricing based on the size of your business and specific needs. Some tools offer free versions with limited features.
Does marketing automation make marketing impersonal?
While it does automate certain processes, the goal of marketing automation is to enable more personalized and targeted communication by understanding customer behavior and preferences.
