0:00 Okay, we're on to the next setting down which is my profile. This one's pretty self-explanatory, literally again going from sort of left column to right column.
0:08 Upload an image of yourself, make sure that it's square otherwise this will distort. first name, last name, email, you can put your phone number in again here.
0:16 so obviously, you know, all of your staff are going to have my profile as well so they'll be able to add their own bits and pieces in.
0:23 Now, further on down we've got calendar. So, if you've got a particular type of calendar, so it, it, I'll explain this more down in the calendar section, but if you've got a particular calendar that is only yours, you can actually add it here and you'll automatically, people will booking will automatically
0:40 just be able to book into your, into your, into your calendar. You can add that here if you want to.
0:45 Further on down, you can enable a signature for all outgoing messages, so if you want your message, ah your email to be consistent, whether you're sending from Outlook or Gmail or wherever, you can, and you're wanting to send from this system because you can send from this system, you can add your email
0:59 . email signature in here. I don't actually send much personally from Voyage Financial because normally I'm in broker OS, like another profile that I've got in here, so mine is not set up particularly well, but, or really at all.
1:11 but anyway, so yeah, add your signature in there. If you're, so further on down, we've then got calendars. So, this is where you will actually connect your primary external calendar.
1:22 So if you're using, as it says here, Google Calendar, Outlook, or iCloud, then this is where you would add that.
1:28 And what it's going to do is whenever it's looking to book an appointment into your calendar, it's going to check your primary calendar first.
1:35 So whether that's Google Calendar, Outlook, iCloud, whatever, then the same with video conferencing as well. So, if you've got a Zoom account, which I would assume most of you probably do, and you're wanting to incorporate Zoom into your meetings, like if you're wanting the meeting to be a video call
1:50 , if it's not in person, then you can connect your Zoom account here. So all that should be pretty self-explanatory, but if not, if I'm getting some people saying they don't understand it or don't get it, then I will make sure that that's cleared up.
2:01 Ah, video conferencing is going to basically just brings up the same, yep, the same window, the same pop-up. So, that's all pretty self-explanatory.
2:10 Now, down here is what is termed sort of like your overall availability. So, I will explain this briefly now, but I'll get into this more in calendars.
2:21 The way that the calendar system works in BrokerOS is that if someone is trying to book in your calendar, and let's say it is a calendar that is, maybe there's a couple of different brokers on it, because we set, we can set up like round robin calendars, or maybe it's a calendar that is just booked in
2:34 with you. calendar, you're going to be able to set up times that you just want for that particular calendar. So, maybe it's your like, like intro chats calendar, and you only want to have those intro chats on a Tuesday.
2:47 So, what it's going to do is, you can narrow the intro chats calendar down to just Tuesdays, but what it's going to then do, so it's going to check there first.
2:54 So, if someone's trying to book in, it's going to check in the that calendar first, then it's going to as, as sort of, once it delves deeper, it'll have a look at that calendar availability, but then it'll also have a look at your master availability.
3:07 So, I would probably recommend keeping your availability pretty wide open, and then restricting the times that you're wanting to have particular types of conversations.
3:16 in the actual calendar settings itself. But if you want to, you can restrict your time here as much as you like.
3:22 So, it'll check first the calendar, and then it'll, the calendar settings, availability settings, and then it'll check the user availability settings.
3:29 Here you can see these are red because from 10am to 12am doesn't really make any sense, but once you start to refine your your times, then it'll go from red to black as you can see here.
3:39 So, if this just changes from am to pm, you'll see it's turned black. You can just send, you can just make it, let's say, you know, from 9am to, I don't know, 5pm, and then just copy across everything.
3:54 That works out. and split times as well. So, if you're wanting to have some time in the morning and some time in the afternoon, either on all days or any particular days, you can do that just here.
4:04 So, it's quite flexible. You can choose which days, you know, you can basically set up whatever you want. Divvy up your time however, however you like.
4:12 But as I said, I'd probably recommend keeping this availability. And then restricting according to the actual particular calendar and each type of appointment that you're wanting to hold.
4:22 Then, of course, just click update availability down the bottom. Change password, pretty straight, self-explanatory. Two-way email sync, so if you're wanting to actually set up emails.
4:32 So, over here, sorry, down here, we've got synced out calendars. If you're wanting to actually sync your emails back and forth as well, then you can do that here either via Gmail or Outlook.
4:43 So, for us, it'll be Outlook. We click connect, that's going to open up M365 and we can log in and it'll just automatically sync.
4:52 Cool, right, that's pretty, pretty simple for my project. Proof of all.
