# Help Center - How to setup your Scheduler Set up your account, add the Cronofy extension to your browser and configure your calendar availability. You’ll also find information on organisational units and their setup, as well as instructions for setting up conferencing. ## Scheduler Setup Welcome to **Cronofy**! This powerful and user-friendly scheduling tool is perfect for managing complex scheduling needs. In this article we will help you setup your **account**, add the Cronofy **extension** to your browser, and set your **calendar** availability. In addition, you will find information about **organisational** **units** and their setup, setup **conferencing** for all members and more. Just follow the simple steps below to get started. Click on the **icons** below to move to the section you want. **Sign up** How do you sign up fo a scheduler account as and plain user or as an admin. **Set up an Organizational Unit** Setup an organizational unit in Cronofy for your company, including integrated conferencing and more. **Preferences** Setup conferencing, additional calendars and working hours in your account. **Web extensions** Download our web extension ## How can I sign-up to the Cronofy Scheduler? The Scheduler offers a straightforward SSO sign up process, allowing you to choose between **Google** or **Microsoft Office 365 **(via** **Graph API) based on your preferred calendar provider. 1. To sign up click on create an account, choose your desired data center and click continue with either **Google** or **Microsoft Office 365. ****Work email**, is for only the developer login or specific users and will not work for other users. 1. After wich we will ask you to **authorize** Cronofy to access to your calendar. For more information on what **data** we process and whan access we have to said data, you can visit our [Data Management Policy](https://docs.cronofy.com/policies/data-management/). 1. Finally you will need to create an **OU** (Organizational Unit) in Cronofy and give it a name. If you have been invited to Cronofy by another user you will be asked if you want to **join** their OU. Cronofy offers a **14 day free trial** for new accounts, after which regular charges apply accounting to our [pricing](https://www.cronofy.com/pricing) page. ## How do I login to the Scheduler? To login you can choose again between **Google** or **Microsoft Office 365 **(via** **Graph API) based on your preferred calendar provider. You must sign in with SSO (Single Sign-On) by clicking the "Continue with " option. Ensure you choose the correct data center associated from the **dropdown**, with your account when you registered. **Work email**, remember is for only the developer and will not work for most users. ## What is an Organizational Unit in Cronofy? An **organizational** **unit** or **OU** in Cronofy is the environment your account will reside in, like a workspace. Once you sign-up to Cronofy, you will be **prompted** to create one by naming it, unless you have been invited to one. You can **invite** **users** in this OU to **share** **availability** between yourselves and give them roles. Visit the [Add Users](https://www.cronofy.com/guides/user-onboarding/add-users) article for more information. There are some options and user management you can look into by visiting our [User and Organization Management](https://www.cronofy.com/guides/user-onboarding/manage-organization-user) article. To create a **new** OU you can click on your account name on the bottom left corner in the dashboard. Then click on the **"Create a new org Unit"** ## What are my preference options? **Preferences** are located in the left-hand menu on the main page. Set these in accordance with your needs. These are always set initially to default values, so you don't need to change them to start scheduling with Cronofy. But in case you need to: **Availability** Here is where you will define the time you are available, in turn we will translate these to time slots that a invitee can choose from: - **Your work** **hours**, the time you are available during the week. Click to drag and edit your availability in the table below. - **Included** **calendars**, you will already see the calendar you signed up with, and you can add more to share your availability. - **Interview** **times**, set automatic **placeholders **in interviewers' calendars that can be shared as available slots with a candidate. - **Duration**, how long you would like events to be. - **Scheduling** **period**, the period you would like to offer slots to recipients. - **Buffers**, the minimum number of minutes that must be free before and after calendar events created with these preferences. - **Minimum** **notice**, how much notice would you like to have ahead of an event. **Event Details** Are where you would set the technical parameters of events. - **Target** **calendar**, is where events will be placed, you can only have one target calendar. Below you will see can add calendars to share availability across them. - **Conferencing**, set which conferencing service should the Cronofy Scheduler use by default. Below that you can add more and if you have signed up with Google, then you will have Google meet there already. - **Location, **that we will use by default. - **Rescheduling** option, enable or disabled. - **Reminder** **email**, sends a timed email to you before an event starts. - **Mark** **events** **as Private**. This will hide the details from people with access to your calendar unless you have expressly allowed them to see your private events. - **Profile** **Image**, for your Cronofy account. **Public Link**: A reusable link for booking events based on your preferences. Visitors can provide their details before scheduling a meeting. To set one up, visit our guide for Public Links. **Public Booking Link** A reusable static link for you to share anywhere, where people can book events with you. The parameters of these event are determined by the **Preferences** you set. Visitors can provide their details before scheduling a meeting and you can set one additional information prompt for them to fill out. **Primary organizational Unit, **determines under which organization the event is booked which will set the appropriate branding. **Data capture, **sets prompts for the invitee to fill our before they can book with you. You can collect the **phone** **number** and/or an **additional** **prompt**, which can be any question or statement you would like. **Generate new Public Link, **if you need a new public link. It will decommission the old one making it unusable. ## How do I setup my conferencing? You can add conferencing services by: 1. Head** **to** Preferences. ** 1. **Event details** and** **click** “Add Conferencing Service”** 1. Choose your provider and click **connect**. 1. You will taken to an authorization flow, in which you will authorize the provider with Cronofy. 1. Done! You can then choose your default conferencing in **Event** **Details.** Alternatively, you can add them in **[your account. ](https://app.cronofy.com/user/conferencing_services/new)** If your preferred option is not there you can contact our [support](mailto:support@cronofy.com) and we will try to help you. ## Can I add more calendars? You can add more calendars to your account and share their availability across them. Keep in mind that you still can only have one **target** **calendar**, where event will be placed. You can change the target calendar in event details any time. To add more calendars: 1. Head** **to** Preferences. ** 1. **Event details** and** **click** “Add Calendar Services” ** 1. Choose your provider and click **connect**. 1. You will taken to an authorization flow, in which you will authorize the provider with Cronofy. 1. Done! You can now choose which calendars to take into account when sharing by clicking to the** + symbol i**n availability and change your target calendar in **Event** **Details.** ## How to I add your Scheduler Web-Extension? Our web extension enables you to easily create a request from **any** browser tab. It woks with our ATS integrations and **automatically** detects the invitees email.** Available for :** - **[Google Chrome](https://chromewebstore.google.com/detail/cronofy/anglfpgnejdnlomjepkpjlfnhigepkip?hl=en)** - **[Mozilla Firefox](https://addons.mozilla.org/en-GB/firefox/addon/cronofy/)** - **[Microsoft Edge](https://microsoftedge.microsoft.com/addons/detail/cronofy/lbdiedeaaaohjkebpinhcifflnedfiil)****.** Click the links above to install the extension on your browser. If your IT department manages extensions, admin **approval** may be required. Once installed, sign in to the extension as you would for your account—this only needs to be done once. ## Whats next? ### Public Links --- ### Create a Scheduling Request ## FAQ **Q: How do I setup Google meet?** A: Google meet is already included when you sign up with a Google account. You will need to enable it as a default conferencing service in the preferences tab or the main scheduler page. **Q: What is work email and can I sign up/login using that?** A: Some users confuse the work email option with their own work email, and use that to login. Which will not work. Work email is used for developer sign up/login since they don't authorize with a calendar. In addition if you have setup Cronofy with a Exchange on-prem Server then your users will need to login using that. **Q: Cronofys authorization scopes seem a bit extensive, can this be limited?** A: The cronofy Scheduler needs authorization to read and write in a calendar and hence its **Q: I'm getting an error "Unable to find a Cronofy account that matches that external account. Do you need to create an account?" when I try to sign in. What can I do?** A: If you have been invited in a OU, make sure to click "Set up a Scheduler Account" and not the Sign in. Unless you have an account already in that same datacenter. Next, always ensure you select the correct data center where your account was initially created: - 🇦🇺 Australia - [Log In](https://app-au.cronofy.com/session/new?redirect_url=%2F) - 🇨🇦 Canada - [Log In](https://app-ca.cronofy.com/session/new?redirect_url=%2F) - 🇩🇪 Germany - [Log In](https://app-de.cronofy.com/session/new?redirect_url=%2F) - 🇸🇬 Singapore - [Log In](https://app-sg.cronofy.com/session/new?redirect_url=%2F) - 🇬🇧 United Kingdom - [Log In](https://app-uk.cronofy.com/session/new?redirect_url=%2F) - 🇺🇸 USA - [Log In](https://app.cronofy.com/session/new?redirect_url=%2F) Finally, make sure that you are using the same provider that you used to sign-up. If you are still having issues please contact support. **Q: Are iCloud calendars supported?** A: At this time you cannot sign up with SSO for the Scheduler with iCloud. We are considering making this an option in the future however. If you like to let us know if this would interest you, please reach out to [support](mailto:support@cronofy.com).