Scheduler Setup

The Scheduler offers a straightforward SSO sign up process, allowing you to choose between Google or Microsoft Office 365 (via Graph API) based on your preferred calendar provider.

1. To sign up click on create an account, choose your desired data center and click continue with either Google or Microsoft Office 365. Work email, is for only the developer login or specific users and will not work for other users.
2. After wich we will ask you to authorize Cronofy to access to your calendar. For more information on what data we process and whan access we have to said data, you can visit our Data Management Policy.
3. Finally you will need to create an OU (Organizational Unit) in Cronofy and give it a name. If you have been invited to Cronofy by another user you will be asked if you want to join their OU.

Cronofy offers a 14 day free trial for new accounts, after which regular charges apply accounting to our pricing page.

An organizational unit or OU in Cronofy is the environment your account will reside in, like a workspace. Once you sign-up to Cronofy, you will be prompted to create one by naming it, unless you have been invited to one.

You can invite users in this OU to share availability between yourselves and give them roles. Visit the Add Users article for more information.

There are some options and user management you can look into by visiting our User and Organization Management article.

To create a new OU you can click on your account name on the bottom left corner in the dashboard. Then click on the "Create a new org Unit"

Preferences are located in the left-hand menu on the main page. Set these in accordance with your needs. These are always set initially to default values, so you don't need to change them to start scheduling with Cronofy. But in case you need to:

Availability

Here is where you will define the time you are available, in turn we will translate these to time slots that a invitee can choose from:

• Your work hours, the time you are available during the week. Click to drag and edit your availability in the table below.
• Included calendars, you will already see the calendar you signed up with, and you can add more to share your availability.
• Interview times, set automatic placeholders in interviewers' calendars that can be shared as available slots with a candidate.
• Duration, how long you would like events to be.
• Scheduling period, the period you would like to offer slots to recipients.
• Buffers, the minimum number of minutes that must be free before and after calendar events created with these preferences.
• Minimum notice, how much notice would you like to have ahead of an event.

Event Details

Are where you would set the technical parameters of events.

• Target calendar, is where events will be placed, you can only have one target calendar. Below you will see can add calendars to share availability across them.
• Conferencing, set which conferencing service should the Cronofy Scheduler use by default. Below that you can add more and if you have signed up with Google, then you will have Google meet there already.
• Location, that we will use by default.
• Rescheduling option, enable or disabled.
• Reminder email, sends a timed email to you before an event starts.
• Mark events as Private. This will hide the details from people with access to your calendar unless you have expressly allowed them to see your private events.
• Profile Image, for your Cronofy account.

Public Link: A reusable link for booking events based on your preferences. Visitors can provide their details before scheduling a meeting. To set one up, visit our guide for Public Links.

Public Booking Link

A reusable static link for you to share anywhere, where people can book events with you. The parameters of these event are determined by the Preferences you set. Visitors can provide their details before scheduling a meeting and you can set one additional information prompt for them to fill out.

Primary organizational Unit, determines under which organization the event is booked which will set the appropriate branding.

Data capture, sets prompts for the invitee to fill our before they can book with you. You can collect the phone number and/or an additional prompt, which can be any question or statement you would like.

Generate new Public Link, if you need a new public link. It will decommission the old one making it unusable.

You can add conferencing services by:

1. Head to Preferences.
2. Event details and click “Add Conferencing Service”
3. Choose your provider and click connect.
4. You will taken to an authorization flow, in which you will authorize the provider with Cronofy.
5. Done! You can then choose your default conferencing in Event Details.

Alternatively, you can add them in your account.

If your preferred option is not there you can contact our support and we will try to help you.

You can add more calendars to your account and share their availability across them. Keep in mind that you still can only have one target calendar, where event will be placed. You can change the target calendar in event details any time. To add more calendars:

1. Head to Preferences.
2. Event details and click “Add Calendar Services”
3. Choose your provider and click connect.
4. You will taken to an authorization flow, in which you will authorize the provider with Cronofy.
5. Done! You can now choose which calendars to take into account when sharing by clicking to the + symbol in availability and change your target calendar in Event Details.