Unleashing the Power of AI with Sidekick

Unleashing the Power of AI with Sidekick

Table of Contents

1. Introduction
2. Connecting Your Calendar
3. Creating a Scheduling Page
4. Customizing Your Scheduling Page
5. Setting Meeting Blocks and Duration
6. Allowing Same-Day Scheduling
7. Adding Meeting Options
8. Team Pages (Paid Feature)
9. Adding a Description
10. Meeting Questions
11. Setting a Custom URL
12. Duplicating and Managing Pages
13. Main Scheduling Page
14. Additional Resources
15. Conclusion

Introduction

Welcome to Sidekick AI! In this article, we will guide You through the process of using our scheduling tool to book meetings efficiently. Whether you're a first-time user or looking to optimize your scheduling experience, we'll provide step-by-step instructions to help you get started.

Connecting Your Calendar

To begin, it's essential to ensure that your calendar is connected to your Sidekick account. If you signed up through Google or Microsoft, you probably already have this integration set up. If not, don't worry! We'll Show you how to sync your calendar with Sidekick, allowing seamless scheduling.

Creating a Scheduling Page

Once your calendar is connected, you'll be directed to the Scheduling Pages account page. Here, you can Create new pages for different purposes. We'll walk you through the process of creating a new page, naming it, and setting specific parameters for your meetings.

Customizing Your Scheduling Page

After creating a new scheduling page, we'll explore the various customization options available. You can personalize your page by adding time blocks, specifying meeting durations, and even allowing buffer time between appointments. We'll also introduce a fantastic feature that lets you offer different meeting options to your guests.

Setting Meeting Blocks and Duration

To ensure effective scheduling, you'll need to set up meeting blocks and determine the duration for each appointment. We'll show you a simple method to configure your scheduling page with time slots that Align with your availability.

Allowing Same-Day Scheduling

For those who prefer last-minute meetings, Sidekick AI allows you to enable same-day scheduling. We'll explain how to activate this option to accommodate spontaneous bookings while still maintaining a manageable schedule.

Adding Meeting Options

Offering flexibility to your guests is crucial when it comes to scheduling appointments. We'll demonstrate how to provide various meeting options, such as in-person, phone, or video meetings, giving your guests the freedom to choose their preferred method of interaction.

Team Pages (Paid Feature)

For teams working collaboratively, Team Pages offer an excellent solution. We'll discuss the benefits of upgrading to this paid feature, including the ability to invite team members to your scheduling page, facilitating group meetings and enhancing overall productivity.

Adding a Description

To provide Clarity and Context to your guests, it's essential to add a description to your scheduling page. We'll guide you on crafting a concise and informative description that outlines the purpose of the meetings and any specific requirements.

Meeting Questions

Sometimes, gathering additional information from your guests before the meeting is crucial. Sidekick AI allows you to include meeting questions, ensuring you have the necessary details to make the most out of each appointment. We'll demonstrate how to add and customize these questions for your scheduling page.

Setting a Custom URL

Creating a Memorable and easy-to-share URL for your scheduling page is essential. We'll provide a simple walkthrough on how to set a custom URL that reflects your brand or the purpose of the meetings you'll be scheduling.

Duplicating and Managing Pages

Having multiple scheduling pages can be advantageous, especially when dealing with various types of appointments or guests. We'll explain how to duplicate and manage pages effectively, allowing you to streamline your scheduling process and maintain organized records.

Main Scheduling Page

Your main scheduling page acts as a hub for all your individual pages. We'll explain how to access your main page and showcase the features it provides, such as displaying multiple scheduling pages and allowing guests to navigate effortlessly.

Additional Resources

To further enhance your understanding and usage of Sidekick AI, we offer additional resources. We'll direct you to our YouTube Channel, where you can find useful tutorials and demos. Additionally, we'll mention our blog, which provides valuable insights and updates to optimize your scheduling experience.

Conclusion

Thank you for taking the time to Read this article and familiarize yourself with Sidekick AI's scheduling tool. We hope this guide has helped you set up your team pages, connect your calendar, and start booking meetings efficiently. If you have any further questions or require assistance, please don't hesitate to contact our support team. We're here to ensure that your scheduling experience is seamless and productive.

Highlights

1. Connect your calendar seamlessly with Sidekick AI's scheduling tool.
2. Create personalized scheduling pages for different purposes.
3. Customize your scheduling page with time blocks, meeting durations, and meeting options.
4. Enable same-day scheduling for last-minute meetings.
5. Upgrade to Team Pages for collaborative group meetings.
6. Include a description and meeting questions to provide clarity and Gather necessary information.
7. Set a custom URL for your scheduling page for easy sharing.
8. Duplicate and manage pages efficiently to streamline your scheduling process.
9. Access your main scheduling page for a centralized hub of all your individual pages.
10. Explore additional resources on our YouTube channel and blog to enhance your scheduling experience.

FAQ

Q: Can I sync multiple calendars with Sidekick AI? A: Yes! Sidekick AI allows you to sync multiple calendars, whether they are from Google, Microsoft, or other platforms.

Q: Can I customize the available meeting options on my scheduling page? A: Absolutely! Sidekick AI gives you the flexibility to offer meeting options like in-person, phone, or video meetings. You can even provide multiple choices for guests to select their preferred method of communication.

Q: Can I upgrade to Team Pages at any time? A: Yes, you can upgrade to Team Pages at any time to enjoy the benefits of collaborative group meetings. Simply follow the upgrade instructions provided by Sidekick AI.

Q: Is it possible to change the meeting durations and time slots on my scheduling page? A: Yes, you have full control over the meeting durations and time slots. You can adjust them to align with your availability and preferences.

Q: How many personal scheduling pages can I create under the free plan? A: With the free plan, you can create up to three personal scheduling pages. If you require additional pages, you can consider upgrading to unlock unlimited page creation.

Q: Can I share the link to my scheduling page with anyone, even if they don't have a Sidekick AI account? A: Absolutely! You can share the link to your scheduling page with anyone, regardless of whether they have a Sidekick AI account or not. It's a convenient way for guests to book meetings with you.

Q: How can I manage and keep track of multiple scheduling pages? A: Sidekick AI provides an intuitive interface to manage and organize all your scheduling pages. You can easily duplicate pages, adjust settings, and access them through your main scheduling page.

Q: Where can I find more resources and tutorials to maximize my usage of Sidekick AI? A: To enhance your scheduling experience, we recommend visiting our YouTube channel, where you'll find helpful tutorials and demos. Additionally, our blog offers valuable insights and updates on Sidekick AI's features and best practices.

Q: Is there a limit to the number of meeting questions I can include on my scheduling page? A: The number of meeting questions you can include on your scheduling page is not limited. You can add as many questions as necessary to gather relevant information from your guests.

Q: Can I contact Sidekick AI support for assistance with any questions or issues? A: Of course! If you have any questions, encounter issues, or need assistance with Sidekick AI, you can reach out to our support team. They are available through the chat support feature on our website or via our contact page.