Set up Spir for your needs

• I want to streamline appointment scheduling, but I'm not sure where to start.

• To help you get started, we've created a list of essential tasks to complete.

👋 Let's start by utilizing "Share Availability from Templates," used by over 90% of users!

• While Spir offers multiple scheduling methods, we strongly recommend newcomers start by utilizing “Share Availability from Templates”. (In fact, over 90% of our users utilize this feature.)
• If you want a comprehensive understanding of different scheduling methods, we recommend this article:
🗓️What is the difference between templates, scheduling, and group polls?2024/1/22 0:252024/3/13 5:12

• Templates allows you to share the latest available schedule that matches your set conditions via URL. Your guests can confirm scheduling by simply selecting from the latest available time slots.

• It's reusable, significantly reducing the effort required for recurring schedule proposals.

✅ Initial Setup To-Do List

[1] Create Templates

• By specifying your preferences, you can create a Share Availability from Templates proposing the latest suitable dates and times.

• If you're unsure about setting specifics, feel free to use the general items we've prepared.

[2] Check how it looks to invitees

• Once you've created Templates, copy the URL from the Share Availability URL page and send it to your guests for scheduling.

• As a trial, we recommend testing how it appears yourself. Please note, it may not display correctly when opened in your own browser, so consider using Incognito mode.
1. Copy the Template URL.
2. Open your browser in Incognito Mode and paste the URL.
▼ Incognito Mode Instructions
Browse in private - Computer - Google Chrome Help
If you don’t want Google Chrome to remember your activity, you can browse the web privately in Incognito mode.  On your computer, open Chrome. At the top right, click More
https://support.google.com/chrome/answer/95464
3. Open the Template URL and register an event.
▼ Opponent's View Reference
👓What will scheduling URLs display to the other party?2024/1/22 0:252024/3/13 5:12

[3] Block your time

• Templates streamlines scheduling, but ensure you block personal time (lunch, walks, etc.) in your calendar beforehand to maintain control. (This emphasizes the action and uses active voice)

• Schedule your unavailable times in advance in your Google Calendar or other platforms to automatically exclude them from Template URL suggestions, maximizing your productivity.
▼ Creating Recurring Schedules
Create a recurring event - Computer - Google Calendar Help
When you create an event in Google Calendar, you can make it repeat on certain days. Set up a new repeating event On your computer,
https://support.google.com/calendar/answer/37115

• After blocking off your calendar, recheck your Templates.

Conclusion

• Spir provides many tools for diverse scheduling needs. For new users, we've outlined key settings to get started effectively.

• Got questions about Spir? Check our User Guide or chat with us (bottom right)!