OTMS Training & Support

Connect Calendar

Learn how to connect your calendar to OTMS so you can start accepting bookings, avoid scheduling conflicts, and sync appointments across all your devices. This quick training walks you through connecting Google, Outlook, or iCloud calendars and setting up the key settings that keep your availability accurate.

Video Walkthrough

Step-by-Step

Access Calendar Connections

  • Go to Calendars in the left-hand menu

  • Click Calendar Settings

  • Select Connections

Connect Your Calendar

  • Click Connect Calendar

  • Choose your provider (Google, Outlook, iCloud, or Calendly)

  • Follow the login prompts and grant permissions

iCloud Users (Important)

  • Do not use your Apple ID password

  • Generate an app-specific password in your iCloud account

  • Enter your Apple ID + app-specific password when connecting

  • Use the linked guide if needed

Set Your Linked Calendar

  • Choose the calendar where new OTMS appointments will be added

  • Make sure it’s the correct calendar if you have multiple

Add Conflict Calendars

  • Select any calendars that contain existing events (work, personal, etc.)

  • This prevents double-booking by blocking off unavailable times

Set Up Video Conferencing (Optional)

  • Go to Video Conferencing in settings

  • Click Add New

  • Connect Zoom, Google Meet, or Microsoft Teams

What’s Next

  • Your calendar is now connected and syncing

  • Next, create a booking calendar so clients can schedule appointments

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.