Xtimely: Your Ultimate Online Scheduling Software Solution
Welcome to Xtimely, the extremely efficient and reliable calendar management and scheduling software
tailored for businesses and professionals like barbers, lawyers, tax preparers, beauty salons, auto care
businesses, and personal trainers. This documentation will guide you through Xtimely's features, empowering
you to manage your time like never before.
Account Creation with Xtimely
Getting started with Xtimely is quick and simple:
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Email Signup: Create an account using your email. Upon registration, you'll receive a
verification email to confirm your account. This ensures your account is secure and ready for use.
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OAuth Authentication: Prefer using an existing account? Sign in with your Google
account for a seamless setup experience. This eliminates the need to remember another password and
integrates your Google ecosystem effortlessly.
Searching Public Calendars
With Xtimely, finding the right calendar is straightforward:
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Use the built-in search functionality to browse and discover public calendars. These calendars may
include events, appointment slots, or services offered by other Xtimely users, making it easy to find
and book what you need.
Booking Appointments
Booking appointments with Xtimely is intuitive and user-friendly:
- Navigate to the Desired Calendar: Browse through available calendars to find the one
that suits your needs.
- Select Your Preferred Date and Time: Use the interactive calendar interface to choose
the most convenient time slot.
- Provide Necessary Information: Fill out any required fields such as name, contact
details, or specific notes.
- Finalize the Booking: Click the "Book" button to confirm your appointment. You'll
receive a confirmation and any associated reminders to keep you on track.
Integrations: Connect with Your Favorite Tools
Zoom Integration:
- Navigate to the integration menu and click "Zoom" to connect your account.
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Once connected, bookings made through Xtimely will automatically be added to your Zoom account, ensuring
your virtual meetings are synced and ready.
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To disconnect, go to the integration page and click "Disconnect." This will unlink your Zoom account
without affecting existing bookings.
Google Calendar, Outlook Calendar, and Google Meet Integration:
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Follow the same steps as for Zoom to connect or disconnect these platforms. This ensures all your events
are synchronized across your preferred tools, allowing you to stay organized and efficient.
Creating Calendars
Xtimely provides multiple methods for creating and managing calendars:
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Quick Calendar Creation: From the main page, create a new calendar in just a few
clicks. This option is ideal for users who need a simple and efficient setup.
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Advanced Calendar Management: Use the admin dashboard to create and customize calendars
with additional options, giving you full control over your scheduling needs.
Managing Events
Creating Events:
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Easily create one-time events directly from the main dashboard. Specify details such as event name,
time, and description to ensure attendees have all the necessary information.
Sharing Events:
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Share event links with clients or colleagues via the dashboard. Public events will also be visible on
your main profile, making them accessible to a wider audience.
Profile Page
Your Xtimely profile page serves as your digital storefront:
- Showcase your public calendars and events, allowing users to view your availability and offerings at a
glance.
- Display essential contact or business information to facilitate communication.
- Share a unique QR code, enabling clients to quickly access your profile and schedule appointments
effortlessly.
Calendar Dashboard
Efficiently manage your scheduling tasks with the Xtimely calendar dashboard:
- View and Modify Schedules: Keep track of your appointments, events, and availability
all in one place.
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Create New Bookings: Directly add new bookings without navigating to separate pages,
saving you time and effort.
User Management
Collaborate efficiently by managing users under the admin center:
- Add new users to your account, assign roles, and manage permissions to streamline teamwork and
scheduling.
Profile Settings
Take control of your account settings with ease:
- Update Account Information: Modify personal or business details whenever needed.
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Terminate Your Account: If you decide to stop using Xtimely, you can terminate your
account directly from the settings tab.
Subscription Management
Xtimely offers flexible subscription options to suit your needs:
- View your current subscription details under the settings tab.
- Upgrade or downgrade your plan at any time to match your changing requirements.
Booking List Management
Stay on top of your appointments with the booking list feature:
- View Bookings: Access a comprehensive list of all your appointments directly from the
main dashboard.
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Modify Bookings: Make changes to existing bookings with just a few clicks, ensuring
your schedule remains accurate and up-to-date.
Experience the efficiency and flexibility of Xtimely—designed to keep you extremely on time and extremely
efficient. Start optimizing your calendar today!