Getting Started

• Signing Up for neatCal
• Login to Your Account
• Customize Your Business Details
• Set Your Availability
• Sync Your Calendar
• Add an Event Type
• Add/Remove your Team Members
• Attach Team Members to Services
• View your Appointments in the Dashboard
• Accessing and Editing the Booking Page
• Add neatCal to your Website
• Scheduling Appointments with neatCal

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Manage Your Availability

• Set Business Hours
• Manage Business Days Off
• Manage Staff Working Hours
• Manage staff days off
• Use Time-Blocks to Set your Unavailable Times
• Buffer Time Between Appointments
• Time Zone Setting
• Minimum Scheduling Notice
• Setting the Maximum Advance Booking Time

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Integrations

• Google Calendar
• Google Contacts
• Google Analytics
• Google Meet
• Microsoft Teams
• Outlook Contacts
• PayPal
• Stripe
• Twilio (SMS)
• Vonage (SMS)
• iCal (import/export)
• Zoom
• Webhooks
• SMTP (Send emails from your server)
• Custom domain
• Office 365/Outlook Calendar
• Mutlucell

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Booking Page

• Your neatCal booking page
• Customize your booking page
• Deactivate your booking page
• Customer reviews
• Welcome box
• Your booking policies
• Change your scheduling page link
• Business templates
• Customize your booking flow
• Pre-fill booking form data
• Custom fields & attachments
• Customer information fields
• Translate your booking page
• Custom CSS & JavaScript

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Event Types

• Event types overview
• Manage categories
• Change the order of categories and event types
• One-on-one meetings
• Classes
• Courses
• Resources (Rentals)
• Customize your booking form
• Sell products with your services
• Service schedule link
• Clone event types
• Set up Email & SMS Notifications
• Set up Email & SMS Reminders
• Customize service pricing
• Wait lists
• Cancel and reschedule bookings
• Private and public events
• How to send follow-ups for bookings
• Add guests to your events
• Custom fields & attachments
• Opt-in bookings
• Online payments & deposits

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Team Scheduling

• Pooled availability
• Round robin scheduling
• Collective meetings
• Team scheduling pages
• Invitee staff selection
• Team member scheduling page

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Locations

• Manage your locations
• Staff working hours by locations
• Accept appointments at your customer location
• Set your category locations

Customers

• Create, update, delete customers
• Customer lists
• Import & Export contacts
• Customer notes, files, appointments and payments
• Custom fields for contacts
• Booking customer fields

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Calendar

• Calendar overview
• Timeline
• Create, update, cancel appointments in your calendar
• Recurring appointments
• Events
• Calendar settings
• Admin calendar
• Shared calendars

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Staff

• Staff accounts
• Add, edit, delete staff members
• Assign event types to staff
• Staff working hours
• Staff reports

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Settings

• Your profile
• Business information
• Change your email and password
• Application settings
• Calendar settings
• Booking settings
• Remove neatCal branding

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Add neatCal to Your Website

• Embed overview
• Embed neatCal to your website
• Add neatCal to your Wordpress site
• Add neatCal to your Wix site

Booking Application

• Add guests to your events
• Reports
• Sales & Invoices
• Products
• Custom fields & attachments
• Customer information fields
• Translate your booking page

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Account Management & Billing

• Change your email & password
• Delete your account
• Your subscription details