Introduction

In this detailed overview, we explore the step-by-step process of installing and configuring a comprehensive template designed for a mini course.

This template encompasses subfloors, triggers, and automations, all integrated to streamline the user experience and facilitate course delivery.

The instructions are tailored for users aiming to implement this setup within their workspace, ensuring they understand each component's purpose and how to verify successful installation.

Download templates

Click the link below to instal the free Calendly template, and watch the video to get started.

https://www.uchat.com.au/templates/ayx7bsme0geaaasy8boz3bcw5bauieio

Step-by-Step Breakdown of the Installation Process

1. Accessing the Template

• Locate the Link:
  Users should find a link provided in the video description, which directs to the installation page.

• Navigate to the Page:
  Clicking the link takes you to a dedicated page where the template can be reviewed and installed.

• Review the Details:
  The page displays:

  • All steps involved in the setup

  • Custom fields used

  • Tags assigned

  • Flows and triggers built into the template

• Preparation:
  Users are encouraged to review this information thoroughly before proceeding to the next step.

2. Installing the Template

• Click "Install":
  After review, click the "Install" button to initiate the process.

• Messenger Integration:
  The template is built within Messenger, allowing installation on any page within your workspace.

• Final Review:
  Before confirming installation, users can perform a final review of the setup.

• Complete Installation:
  Confirm and proceed with the installation.

3. Post-Installation Verification

• Folder Structure:
  Upon successful installation, users will see specific folders in their workspace, notably:

  Folder Name	Description
  Free Calendar Appointment Booking Template	Contains scheduling flows
  Sub-flows	At least six sub-flows are included, each representing different automation or trigger sequences

• Sub-flows:
  These are essential components that manage various automation sequences, such as appointment booking, notifications, and user engagement.

• Verification:
  The presence of these folders and sub-flows confirms successful installation.

4. Understanding the Components

• Flows:
  Automated sequences that guide user interactions, such as booking or follow-up messages.

• Triggers:
  Events that initiate flows, like user actions or specific conditions.

• Custom Fields & Tags:
  Used to personalize interactions and segment users effectively.

5. Future Steps

• Flow Breakdown:
  The subsequent videos will detail each flow's purpose and configuration.

• Implementation Guidance:
  Users will learn how to customize and optimize each component for their specific needs.

Final Thoughts and Next Steps

Successfully installing this template provides a robust foundation for managing a mini course through Messenger. It automates key processes, enhances user engagement, and simplifies scheduling. Remember:

• Thoroughly review all components before installation.

• Verify folder and flow presence post-installation.

• Watch upcoming videos for detailed flow explanations and customization tips.

This setup empowers you to deliver a seamless learning experience, automate routine tasks, and efficiently manage user interactions within your workspace.

Summary Table: Key Steps and Components

Rich Text Elements

• Bold: Highlights key actions and components.

• Italics: Emphasizes important notes.

• Tables: Organizes verification steps and components.

• Underlines: Used for emphasis in headings and critical points.

Closing Remarks

Implementing this template is a strategic step toward automating your mini course delivery. By following these structured instructions, you ensure a smooth setup process, laying the groundwork for effective automation, personalized user engagement, and streamlined scheduling. Stay tuned for detailed walkthroughs of each flow, enabling you to tailor the system precisely to your needs and maximize its potential.