OTMS Training & Support

Calendars & Scheduling

The Calendars & Scheduling training hub gives OTMS users a clear path to mastering appointment booking, availability, calendar connections, reminders, and day-to-day schedule management inside the platform. This page is a central library of core calendar trainings, designed to help users quickly find the lessons they need for setting up calendars, managing bookings, connecting external calendars, and improving the client scheduling experience.

  • Understanding How Calendars Work

Understand how calendars connect to contacts, pipelines, and availability so you always choose the right calendar type and avoid double-booking in OTMS.

  • Setting Your Preferences

Set your calendar preferences for time zones, booking limits, buffers, and notifications so OTMS schedules work the way you do.

  • Setting Your Availability

Define when you’re bookable by setting your working hours, date-specific exceptions, and buffers so OTMS only shows time slots that truly work for you.

  • Setting Up Your Calendar Integration

Connect OTMS to Google, Outlook, or iCloud so your external calendars sync, conflicts are avoided, and all your appointments stay in one clean schedule.

  • Creating Your First Calendar (1:1, and Group/Class)

Set up your first OTMS booking calendar step-by-step, from a simple 1:1 calendar to group/class calendars that let multiple attendees book the same time slot.

  • Setting Up Paid Appointments

Enable payments on your calendar so clients can pay when they book, whether you charge a full amount, deposit, or recurring appointment fee.

  • Automate Calendar Reminders (Text & Email)

Set up automatic text and email reminders for your appointments so clients show up on time and you cut down on no‑shows without manual follow‑up.

  • Managing Appointments & Bookings

View, reschedule, and cancel bookings from your OTMS calendar so you can keep your schedule organized and every appointment up to date.

  • Adding Calendar to Websites

Add your OTMS calendar to a website or funnel so visitors can book appointments directly from your page without leaving the site.

Training Library

Browse Training by Category

Find support by feature, tool, or task so you can jump straight to the training you need.

Setup & Integrations

  • Set Up Your Business Info
  • Connect Your Email & Phone
  • Integrate Your Social Media
  • Trust Center & A2P Setup
  • Integrating Zoom & Stripe
  • Adding Users + Setting Permissions

Conversations

  • Navigate the Conversations Inbox
  • How to Reply by Email, SMS, or Social
  • Assign to Team Members
  • Understand Conversation History
  • Custom Fields & Values

Calendars & Appointments

  • Calendar Overview & Integrations
  • Create Calendars & Calendar Groups
  • Set Your Availability + Preferences
  • Syncing Google or Outlook Calendars
  • View Appointments & Bookings

Contacts & Smart Lists

  • Importing & Exporting Contacts
  • Adding / Restoring / Deleting
  • Custom Fields & Tag Best Practices
  • Building Smart Lists

Opportunities & CRM

  • What is a Pipeline?
  • Creating + Customizing Pipelines
  • Adding Leads to a Pipeline
  • Automating Stage Movement

Payments, Invoices & Contracts

  • Connect Stripe or PayPal
  • Create + Send Invoices
  • Use Payment Links
  • Manage Documents & Contracts

Marketing & Social

  • Schedule Social Media Posts
  • Email Campaigns vs. Automations
  • Designing Email Templates
  • Setting Up Brand Boards

Automation & Workflows

  • Creating Workflows
  • Understanding Triggers & Actions
  • Reviewing & Testing Workflows
  • Using Recipes to Save Time

Sites, Funnels, Forms & Chat Widgets

  • Understanding Sites & Funnels
  • Creating Your Website
  • Creating a Funnel
  • Designing Forms
  • Add Your Branding

Memberships & Courses

  • Setting Up Your First Membership
  • Creating a Simple Course
  • Setting Up Paid Access
  • Organizing Members with Groups

AI Tools

  • Build a Site with AI Studio
  • Setup AI Chat Bots
  • Generate On-Brand Copy
  • Manage AI-powered Tools

Reputation & Reviews

  • Why reviews matter
  • Connect Google and Facebook
  • Send review requests easily
  • Automate review follow-ups
  • Showcase reviews to convert

Google, Ads & Analytics

Strategy & Bonus Resources

Still Need Help?

If you cannot find what you need in the training library or FAQs, submit a support request and our team will point you in the right direction.

Additional Resources

Looking for support beyond OTMS? Explore trusted services, recommended partners, and helpful business resources.

Website or Marketing Help

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Branded Swag & Merch

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Business Coaching

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NKY/Cincinnati Networking

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