Setting up Smarty

Introduction

Welcome to Smarty! This guide will help you in setting up your account and exploring the vast array of features available. Let’s dive in!

Step 1: Sign In and Start Your 7-Day Free Trial

1. Visit the Smarty product website to begin.

2. Sign in and integrate your Google calendar & contacts for a seamless experience.

3. Grant the necessary permissions to allow integration.

4. Good news — no credit card is required to start experimenting with Smarty.

5. If you decide to subscribe, head to our billing page at any point during your trial.

Step 2: Onboarding Flow

Select Your Defaults

• Default calendars: Choose the calendars Smarty should prioritize, helping you visualize your most crucial appointments at a glance.

• Default duration: Set a standard length for your events and tasks, streamlining the scheduling process by pre-filling the duration field.

• Default timezone: Establish your primary timezone to ensure all your tasks and events align with your local time, avoiding any scheduling conflicts.

• Default working hours: Define your standard working hours to assist Smarty in selecting available slots for auto-scheduling tasks and setting up new events accurately.

Flash Keyboard Shortcuts

Accelerate your workflow with keyboard shortcuts. Press "?" or "/" to display all shortcuts available on the current page. Remember, practice makes perfect — the more you use them, the quicker you'll navigate through Smarty.

/ Command

Create diverse content swiftly with a "/". With the "/" command, you can create different types of entities, like:

• Tasks

• Events

• Scheduling Links

• Notes

You can also use the "/" command to open up the side panel and add more nuanced details about your current entity.

Start utilizing "/" to orchestrate your day efficiently. Compile creating your tasks, events, scheduling, and notes in one centralized location.

@ Command

Employ "@" to categorize and schedule your content meticulously. It enables you to:

• Allocate dates and times

• Tag projects

• Link contacts

• Set priorities

• Add location

• ... and more options coming soon!

Side Panels

Enhance your tasks or events or other entities with additional details using the side panel. Click the side panel icon to start adding comprehensive information. Or use the "/" when creating an entity to open up the side panel.

Step 4: You're done!

Congratulations! You've finished our quick onboarding and are now equipped to navigate through Smarty’s rich features. Remember, adjusting your preferences later is easy through the “Settings” page. You can always navigate to settings by clicking on your profile picture in the left nav bar.

Conclusion

You've empowered yourself to optimize your schedule and enhance productivity with Smarty. Be it as an individual or a team player, Smarty stands by to aid you in staying organized and maintaining focus. Start your journey today!