Setting up your Jumpalead booking calendar is like having an assistant who works 24/7. Imagine waking up to a full schedule without lifting a finger. This guide will walk you through creating your calendar, adding yourself as a team member, setting up automated reminders, and connecting your personal calendar so everything stays in sync.

Setup Your Personal Booking Calendar

Your personal booking calendar is the foundation of your scheduling. Once it’s up, you’ll wonder how you ever managed without it.

1. Go to Calendar > Calendar Settings
2. Click Create Calendar
3. Choose Personal Booking (best for one-on-one meetings)
4. Fill in the details:
   
   • Give it a name
   • Select yourself as the host
   • Create a custom URL
   • Choose appointment duration
   • Set your available hours
     
5. Click Confirm
6. Copy your calendar link or embed code
7. Share the link with your clients so they can book straight into your calendar

You can also customise the appearance of your calendar to match your branding.

Add Yourself as a Team Member

Even if you’re working solo, adding yourself as a team member makes sure everything runs smoothly.

1. Go to Settings > My Staff
2. Click Add User
3. Add yourself and save the details

From here, you can also add extra team members in the future if needed.

Setup Automated Reminders

Automated reminders mean fewer missed appointments and happier clients. Think of them as your calendar gently nudging clients so they don’t forget about your meeting.

1. Go to Automation
2. Click Create Workflow and select Recipe

3. Choose the recipe Appointment Confirmation + Reminder

4. Edit the Confirmation Email action
5. Update your meeting link (Zoom, Google Meet, etc) and click Save Action

6. Review all actions in the workflow
7. Click Publish
8. Click Save

Tip: You can customise the wording of the reminder emails to match your style. Friendly, personal reminders often reduce no-shows even further.

Integrate Your Personal Calendar

Connecting Jumpalead with your personal calendar makes sure everything stays in sync.

1. Go to Calendars > Calendar Settings
2. Open the Connections tab and click Add New to connect your Google or Outlook calendar
3. Open the Video Conferencing tab and click Add New to connect Zoom, Google Meet, or another tool
4. Double-check that your connections are syncing correctly

Now you’ll never worry about double-bookings again.

👉 You’re ready to share your Jumpalead calendar with clients and let bookings roll in automatically.