How to Use Zyncro
A complete step-by-step guide to setting up and using Zyncro for your scheduling needs.
Why Zyncro?
"Time is your only non-renewable resource. Don't spend it fighting your calendar."
Zyncro was built with a singular mission: to bring sanity back to scheduling. We believe tools should be a shield for your focus, not another source of noise. Every feature you'll find in these docs—from the buttery-smooth visual timeline to our hardened security—is designed to help you save your most valuable asset.
Table of Contents
1. Getting Started
Zyncro is a scheduling platform that lets you create booking pages, sync with your calendar, and accept payments for meetings.
Sign Up Process
- Visit
zyncro.in - Click "Get Started" or "Start Free Trial"
- Sign in with your Google account
- Accept the Terms of Service and Privacy Policy
- Complete the onboarding form (name + username)
Free Plan Includes:
1 event type, Google Calendar sync, unlimited 1-on-1 meetings
2. Setting Up Your Profile
Your profile appears on your public booking page. Make it professional!
Profile Settings
- • Full Name
- • Profile Picture
- • Bio / Description
- • Job Title & Company
Social Links
- • LinkedIn URL
- • Twitter/X Handle
- • Personal Website
- • Custom Banner Image
Path: Dashboard → Settings → Profile
3. Connecting Your Calendar
Zyncro syncs with Google Calendar to automatically detect your availability and prevent double bookings.
How It Works:
- Go to Dashboard → Settings → Calendars
- Click "Connect Google Calendar"
- Authorize Zyncro to access your calendar
- Select which calendars to check for conflicts
- New bookings will automatically appear in your calendar
Real-Time Sync
Changes in your calendar are reflected instantly in your availability.
4. Creating Event Types
Event types are the different meeting options you offer. For example: "30-min Discovery Call" or "60-min Consultation".
Creating an Event Type:
- Go to Dashboard → Event Types
- Click "Create New Event Type"
- Enter the event details:
- Title (e.g., "Discovery Call")
- Duration (15, 30, 45, or 60 minutes)
- Description (what the meeting is about)
- URL slug (e.g., /username/discovery-call)
- Video call provider (Google Meet or Zoom)
- Slot Intervals: Choose how dense your slots are (15m, 30m, or 60m steps).
- Buffers & Limits: Set minimum notice and max bookings per day.
- Click "Create" to save
5. Managing Availability
Zyncro features an enterprise-grade visual timeline for managing your working hours with surgical precision and 60fps smoothness.
Visual Controls
- Drag to Slide: Grab the center of any bar to move your entire shift along the day.
- Variable Resizing: Use the side handles to extend or shorten blocks with magnetic 30m snapping.
Precision Features
- • Floating Accuracy: Real-time clock follows your cursor on hover.
- • Split-Shifts (Multi-Slot): Add multiple blocks per day (e.g., 9 AM - 12 PM and 2 PM - 6 PM) for complex schedules.
- • Date Overrides: Set custom hours for specific dates (like holidays or travel days) without changing your weekly routine.
- • Instant Sync: Visual changes update manual time inputs automatically for 100% accuracy.
Path: Dashboard → Settings → Availability
7. Managing Bookings
The Dashboard gives you a command center for all your past, upcoming, and live meetings.
● Live Tab
Instantly see meetings happening right now. The "Live" tab creates a focused view so you never miss a start time.
Manual Approval
Enable "Requires Approval" on any event type to screen guests. Bookings stay in 'Pending' status until you manually approve or reject them from the dashboard.
Quick Share
Need to resend a link? Tap the Copy Link button on any card to grab the meeting URL instantly.
8. Accepting Payments
Charge for consultations, coaching sessions, or any paid meetings.
Razorpay (Global/India)
Enterprise-grade payments via Razorpay.
- ✓ Global Credit/Debit Cards
- ✓ UPI / Netbanking / Wallets
- ✓ Automatic Webhook Sync
Stripe (Global)
Industry standard for global commerce.
- ✓ Multi-Currency Support
- ✓ Trusted by millions globally
- ✓ Seamless checkout experience
Payment Trust & Recovery
Zyncro includes a Proactive Recovery System. If a payment is delayed by gateway servers, you can manually trigger a verification in your billing dashboard to instantly confirm bookings without waiting for webhooks.
- Upgrade to Pro plan
- Connect PayU or Razorpay
- Enable "Verify Transactions" in Billing if a payment is stuck as 'Pending'
9. Invoicing & Billing History
Keeping your finances in order is our priority. Zyncro generates fully tax-compliant GST invoices for every single transaction.
Digital Integrity Seal
"Digitally Signed & Verified"
Every invoice includes a cryptographic SHA-256 seal and a UTC timestamp. This ensures the document is authentic and has not been tampered with, making it legally valid for tax audits.
GST Ready
Perfect for business expenses. Our invoices clearly state:
- Seller GSTIN & Address
- Buyer Details (if provided)
- Tax Breakdowns (CGST/SGST/IGST)
- HSN/SAC Codes
How to Download Past Invoices:
- Navigate to Dashboard → Billing
- Scroll down to the "Billing History" table
- Locate the transaction you need
- Click the Download PDF button
* Note: A copy is also automatically emailed to you immediately after payment.
10. Video Call Integration
Zyncro automatically generates video call links when someone books a meeting.
Google Meet
Auto-generated for Google users. No setup required.
Zoom
Connect your Zoom account in settings to use.
Microsoft Teams
Enterprise-ready integration. Connect your Office 365 account to enable.
Zyncro Video (Free)
Experience seamless, unlimited high-quality video calling directly in your browser.
- Unlimited Duration: Host scheduled meetings without any time limits.
- One-Click Join: No downloads required. Your guests can join directly from their browser.
10. Use Zyncro as an App (PWA)
Zyncro is a Progressive Web App (PWA), meaning you can install it on your Desktop, Android, or iOS device for a native-like experience.
Desktop (Chrome/Edge)
Click the "Install" icon in your browser's address bar to add Zyncro to your applications folder.
Mobile (iOS/Android)
iOS: Tap the "Share" icon (square with arrow) and select "Add to Home Screen".
Android: Tap the three dots and select "Install App" or "Add to Home Screen".
Offline Access
Check your upcoming schedule even when you're not connected to the internet.
11. Automated Daily Assistant
Zyncro acts as your personal executive assistant, sending you automated briefings to start and end your day perfectly.
☕ Morning Agenda
Delivered at 7:00 AM
Wake up to a clean summary of your day's schedule. Includes 1-click join links for your first meetings.
- • Today's Meeting List
- • Guest Names & Times
- • Direct Video Call Links
🌙 Nightly Wrap-Up
Delivered at 9:00 PM
End your day with a productivity scorecard. See what you accomplished and what changed.
- • Total Meetings Completed
- • Cancellation Report
- • Tomorrow's Preview
Zero Configuration
These reports are automatically enabled for all users. You'll only receive them on days when you have scheduled activity.
12. Enterprise CRM & Contact Management
Zyncro allows you to maintain professional relationship continuity with a built-in CRM that tracks every guest interaction.
Standalone Contacts Page
Access Dashboard → Contacts to see a complete directory of everyone you've met. Filter by guest name, email, or meeting count.
Reputation Scoring
The system automatically calculates a Reputation Rating (Good/Risky/New) for every guest based on their attendance history and cancellations.
Private Notes
Add timestamped private notes to any meeting. These are never visible to guests and help you stay prepared for follow-ups.
Relationship History
Instantly drill down into any contact to see their full meeting timeline, historical ratings, and previous conversation notes.
13. Account Security (2FA)
Protect your account with enterprise-grade Two-Factor Authentication (2FA). Zyncro supports standard TOTP apps like Google Authenticator and Microsoft Authenticator.
How to Enable 2FA:
- Go to Settings → Security
- Toggle "Two-Factor Authentication" ON
- Scan the QR code with your Authenticator App
- Enter the 6-digit verification code
- Important: Save your Recovery Codes in a safe place.
14. Session Management
Monitor where you are logged in and remotely sign out of suspicious devices.
Active Sessions
View a list of all devices (Browser, OS, IP, Location) currently accessing your account.
Remote Revocation
Click "Revoke" on any session to instantly log out that device. This is critical if you lose a phone or laptop.
15. Account Data & Deletion
You control your data. Zyncro provides self-serve tools to manage or delete your account permanently.
Permanent Deletion
Warning: This action is irreversible. All your data, bookings, and subscription history will be wiped instantly.
- Go to Settings
- Scroll to the bottom "Danger Zone"
- Click on "Delete Account"
- Confirm the final warning dialog
16. Verifying Digital Invoices
Zyncro issues Digital Integrity Invoices that are legally valid under the Information Technology Act, 2000.
How to Verify?
Check the bottom-right corner of your PDF for the "Digitally Signed" seal containing a unique SHA-256 hash ID.
Is it Valid?
Yes. Invoices generated electronically with a unique identifier and timestamp are valid for GST input credit and tax audits without a physical ink signature.
17. Technical & Security
Documentation regarding the security architecture and compliance of Zyncro.
Hardened Defense
Multi-Layer Security:
- ✓ XSS Prevention: All user input is multi-layer sanitized using DOMPurify.
- ✓ Race Condition Shield: Millisecond-level availability checks prevent overbooking.
- ✓ JWT Sessions: Signed, stateless tokens for session-mixing protection.
- ✓ Digital Integrity Seal: Every invoice contains a unique authentication ID and UTC timestamp to prevent tampering.
Data Integrity
Enterprise Performance:
- ✓ Atomic Transactions: Prisma transactions ensure 100% data consistency.
- ✓ 60fps UI Logic: Decoupled performance architecture for smooth dashboard interactions.
- ✓ Proactive Failover: Dual-Gateway payment architecture with manual recovery support.