Extensive Guide to Knot

Welcome to the walkthrough help manual guide to help you integrate Knot into your daily system. This lets you manage your day-to-day meetings and facilitates the swift allotment of meetings to respective members.

Here’s how to get started with Knot:

Client Access and Member Creation

As soon as you enter your credentials, you will immediately be redirected to the dashboard. The first step would be required to create your existing members via the dashboard.

1. On the right side of the panel, click on “Member”.

1. At first, you will get the list of the existing members on your team. Since it’s your first time logging in, you will be required to add the fresh members.

1. Click on “Create Member” at the top right corner.

1. A new pop-up will show up. Simply add the name of your member and his/her email address, and click on “Create Member”.

1. A new member will be added to the current list, as shown below in the image. Client can view the details, edit the information, or delete the members from the list menu.

1. By navigating to the “Details” button, you can get the detailed report on basic details, events, booking details, and summary stats that showcase the number of bookings, events, and associated clients.

1. Now the next step required is to create an event.

Creating an Event

To create an event on the RCV Scheduler to facilitate a seamless meeting and leverage integrated features of Google Calendar, follow the steps below:

1. On the right side of the panel, navigate to Appointment Bookings >> Events.

2. Click on the “Create Event” at the top of the menu list.

3. Add the event name, description, and the duration of the meeting.

4. After that, you would be required to select the event type that is bifurcated into three categories:

• One-on-One single appointment, where the meeting will be scheduled directly with the assigned member and will remain occupied for that duration.

• Group Meetings allow you to add the maximum number of participants at one time with the same link.
• Robin Round facilitates the random allocation of meetings among the members based on their availability.

5. The next step requires you to add the member for whom you want the event to be allotted. In the case of Robin Round, multiple members can be selected.

6. Select the location type and location details, along with the timezone, to add more details about the meeting. 

7. You also have an option to add buffer time (before and after the meeting) to ensure the next event has breathing space for your members.

8. Tick the event to make the timeslot bookable, and if you want to enable the confirmation, click on the checkbox to require confirmation.

Please note that if you select the group event type, there will be an additional dialogue box where you will be required to set the maximum number of participants.

Availability of Schedule

Once you have filled in all the necessary information, the next step would be to fill in the availability & schedule.

1. Enter the start and end periods of the event. If you don't want the end period of the event, tick the “Unlimited End Date”.

2. For the next step, you have an option to generate the slot, either in automatic form or to enter the timeslot manually.

• When you select the automatic option, all you have to do is enter the working hours and select the working days. And the system will automatically manage the events.

•  If you select the manual option, you will be required to enter the timeslot manually. For example, if you select the event day for Monday, click on “Add Slot” to enter the customized slot and break it down as per your convenience. 

Once everything is filled, click on “Create Event Type” to create the new event. The new event will be created.

Once the event is created, you are required to copy the link to start event booking. In the left panel, click on Appointment Booking >> Events >> Newly Created Event.

Click on the view icon.

Click on "Copy" to share the link.

Customers will be navigated to the new window, where they can schedule their timeslot as per their preference.