Common configuration scenarios
- A Booking page is a web page where your Customers will schedule with you. Learn more about Booking pages
- An Event type defines a type of meeting offered to Customers. Learn more about Event types
- A Master page combines several Booking pages into one point of access. Learn more about Master pages
- Each Booking page has one Owner - the User or resource who is being scheduled. Learn more about Booking page ownership
1. Minimal setup
The minimal setup includes:
- A Booking page, which is a web page where your Customers will schedule with you. A Booking page reflects the availability, the location of the scheduled activity, and other settings.
- A User who is the Owner of the Booking page. Ownership means that this person will be accepting the scheduled bookings.
2. Recommended setup
To offer several Event types on one Booking page, simply associate multiple Event types with the Booking page. We recommend always associating Event types, even if the Booking page currently only offers one type of meeting. Using at least one Event type has several advantages including:
- Centralized setup - Create an Event type once and use it on multiple Booking pages
- Automatic assignment and Pooled availability – Better multi-user assignment and reassignment
- Payment integration – Event types allow you to collect payment from your Customers
- Efficient layout – When no Event types are associated, some configuration sections are located on the Booking page instead of the Event type
Learn more about single-User scenarios
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3. Individual Booking pages
In some cases, each User may own several Booking pages.
- Event types are your offerings to Customers. Based on the demands of your market, you can define properties for your Event types such as duration, price, and Time slots settings.
- Booking pages represent your ability to supply these Event types. In your Booking pages, you can define properties such as availability, location, and others.
Watch a video about Booking pages and Event types
Master pages are designed to offer your Customers a single point of access to multiple Booking pages and Event types. Whether you are a single User, or a team of several independent Users, Master pages can be used to offer your Customers a choice of different locations, or team members, among other things. Learn more about single User scenarios
- Three direct relationships:
- Each Booking page is owned by the User who will be accepting bookings.
- Each Booking page is associated with one or more Event types
- Several Booking pages are included in a Master page to offer a single point of access to all included Booking pages. All Booking pages included in one Master page must be of the same type - meaning all or none must be associated with Event types.
- Two indirect relationships are automatically created, though not explicitly defined in your setup:
- A User provides the Event types that are associated with the Booking pages that the User owns.
- A Master page offers the Event types that are associated with the Booking pages included in that Master page.
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Master pages enable you to model a wide range of multi-User scenarios, in which the availability of multiple Users is combined into one offering to the Customer.
- Allow your Customers to select among Booking pages. Each Booking page is owned by one User, who will accept bookings made when their Booking page is selected by the Customer. Learn more about multi-User scenarios OR Experience a live demo
- Allow your Customers to select among Event types. The Customer may be automatically assigned to a Booking page associated with the Event type they selected. Using Pooled availability, the Customer is effectively assigned to a User (the Owner of the assigned Booking page) through a specified assignment method (Round robin, Priority, etc.). Learn more about Automatic assignment OR Experience a live demo
- Getting started
- Step-by-step setup guide
- Sharing and publishing in a nutshell
- ScheduleOnce Integrations in a nutshell
- ScheduleOnce Tools in a nutshell
- Notifications to Customers
- Introduction to calendar integration
- Introduction to Booking forms
- Introduction to branding
- Introduction to ScheduleOnce video
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