Calendars
How to Add a Physical Meeting Location to a Calendar
Last Updated: November 13, 2025Use this process to connect a physical address to a calendar for any in-person meetings (such as Info Sessions or in-office Interviews). This applies across all site types and versions — ProfitShare Sites or Market Center Sites where a calendar will be used for in person meetings. 1️⃣ Access the Calendar Settings You’ll begin by...
Adding A Virtual Meeting Link to Calendars (3.0)
Last Updated: November 13, 2025This resource is specific to Market Center Sites 3.0 as it uses URL Redirects for select calendars. Use this process to connect a virtual meeting link (such as Zoom or Google Meet) to any virtual calendar within your system. 1️⃣ Create a Generic Virtual Meeting Link This link will be reused for all meetings on...
Editing Calendar Forms and Adding Custom Fields
Last Updated: August 28, 2025Calendars and forms in Market Center Sites work together to schedule appointments and collect recruit information. Sometimes, you may want to customize the form, such as adding a field where recruits can share additional details or questions. This guide walks through duplicating a calendar form, adding a custom field, and connecting the updated form to...
How to Add a Zoom Link to Your Calendar
Last Updated: August 18, 2025Hosting a virtual info session or career night? You’ll want to make sure your Zoom link is added so recruits can easily join. Here’s how to set it up step by step: Step 1: Create a Recurring Zoom Meeting Step 2: Add the Zoom Link to Your Recruiting Calendar Step 3: Insert the Zoom Link...
Configuring & Managing Session Calendars
Last Updated: August 7, 2025Use this guide to configure your group info session calendars properly—ensuring accurate availability, clean display, and maximum attendance. 🔍 What Are Session Calendars? Session calendars are group event calendars used to schedule Info Sessions and optional group events for recruits. These include: ⚙️ How to Configure a Session Calendar 1. Navigate to Calendar Settings You’ll...
How to Take Attendance After an Appointment
Last Updated: August 1, 2025Keeping track of who actually shows up to your recruiting conversations is a critical part of managing your pipeline. Whether it’s a one-on-one call or a group info session, marking attendance ensures that each candidate moves forward (or back) based on real engagement, not just scheduled time. Follow the steps below to take attendance quickly...
Connecting Your Calendar
Last Updated: July 24, 2025Below are the instructions on linking your Google or Outlook Calendar.
Appointment Smart Views
Last Updated: July 3, 2025Appointment Smart Views allow you to easily filter and organize those who booked appointments with you. During some stage in your opportunity pipelines, recruits will be prompted to book an appointment with you, be it a 1-on-1 or a 1-to-many. After that appointment, you’ll need to log into the system and mark them as having...
Setting Up Your Calendar
Last Updated: November 12, 2025Calendar Settings make it easier to manage availability, automate scheduling, and integrate with tools like Google Calendar, Outlook, Zoom, Stripe, and Google Ads. These settings power both individual and group (round-robin) calendars, so it’s important to configure them with your Users’ availability and primary calendar connections in mind. IMPORTANT: If you use Outlook rather than...