Common configuration scenarios
ScheduleOnce supports a wide range of business scheduling scenarios and a variety of solutions. We recommend learning about our main entities and the most common configuration scenarios. This will help you to create a setup that is optimized for your needs.
ScheduleOnce's main entities
- Event types - Event types represent the services your organization offers. Each Event type can have its own duration, workload rules, price and other settings. Learn more about Event types
- Booking pages - Booking pages are the means of scheduling appointments. Every Booking page has an Owner who is the person receiving bookings made on this page. Each Booking page has its own availability, calendar settings, and meeting location. Booking pages have their own unique links that can be shared with Customers to allow them to schedule a meeting. Learn more about Booking pages
- Resource pools - Resource pools are designed for team scheduling scenarios. Resource pools combine multiple Booking pages together, allowing you to distribute bookings amongst pool members. Each pool can have its own distribution method, such as round robin or pooled availability, with or without priority. Learn more about Resource pools
- Master pages - Master pages allow you to combine multiple Event types, Booking pages, and Resource pools into one page that you can share with your customers.Master pages can be used to provide a single point of access to different team members in your organization, or to multiple meeting locations or channels.combines several Booking pages into one point of access. Learn more about Master pages
Common scenario #1 - Single user with multiple Event types
As a single User, you may offer your Customer multiple different Event types. To set this scenario up, you need create a different Event type for each of your service offers and associate those Event types with your Booking page.
When Customers visit your page, they will have the option to choose which Event type is best for them and then complete the booking. See a live demo of this scenario
This scenario is best if you have the same availability and channel for your different Event types. While each Event type has its own settings, the availability and channel are set by the Booking page.
Common scenario #2 - Single user offering different meeting channels
As a single User, you may be your conducting meetings over different channels. For example, you may be conducting some meetings over the phone and some meetings face-to-face. To offer meetings with different channels or different availability, you need to create a different Booking page for each meeting type and add these Booking pages to a Master page.
When Customers visit her Master page, they can first select the channel they prefer, then view the availability for that specific channel. See a live demo of this scenario
Common scenario #3 - Teams offering different Event types
Different teams in your organization may be conducting meetings. For example, your account executives may be conducting sales calls, while your customer success team may be conducting onboarding sessions.
To set this scenario up, you need to create a Resource pool for each team and an Event type for each type of meeting you offer. Then, using a Rule-based assignment Master page, you can create rules defining which Resource pool provides which Event type. Since each Resource pool may have its own distribution method, you can have a single Master page with multiple distribution methods. If you offer meetings that require participation from multiple team members simultaneously, you could create Panel meetings by specifying Additional team members.
When Customers visit your Master page, they can select an Event type, and then a date and time. Their booking will be automatically assigned to a team member in a Resource pool, according to the pool’s distribution method. See a live demo of this scenario
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