Inbox, Calendar & Communication Setup — Update / setup form (auth-only) for Virtual Assistants. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).

How you want your email triaged and your calendar booked, so the day-to-day runs without you.

What it collects (by section):

• Inbox — Inbox Platform [dropdown: Google Workspace / Microsoft 365 / Other]; Inbox Management Level [dropdown: Monitor/flag only / Triage & categorize / Respond via templates / Full correspond within playbook]; Response Templates Library Link [short text].
• Calendar — Calendar Platform(s) [multi-select: Google Calendar / Outlook/Exchange / Apple Calendar / Other]; Calendars to Manage (names/links) [long text]; Booking Rules (buffers/hrs) [long text]; Meeting Types Allowed [multi-select: 15-min intro / 30-min call / 45-min strategy / 60-min deep-dive / Internal stand-up / …]; Scheduling Tool Preference [dropdown: Calendly / Google Appointment Schedules / Microsoft Bookings / HubSpot/CRM tool / Other].
• Email marketing — Email Marketing Platform [dropdown: Mailchimp / Klaviyo / ConvertKit / ActiveCampaign / HubSpot / …]; Campaign Calendar Link [short text].
• Reporting rhythm — Weekly Report Format [dropdown: Bullet summary / Table checklist / KPI snapshot / Loom/video / Mixed]; Hours Tracking Method [dropdown: Manual timesheet / Timer app / System time tracking]; Timesheet Submission Day [dropdown: Friday / Saturday / Sunday / Monday].

Form type: Update / setup (up), auth-only. Niche: Virtual Assistants. Deployment: embed.

Best for / surface when: Virtual Assistants client workflow — inbox, calendar & communication setup.