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.

Configuration entities

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.

Learn more about standalone Booking pages
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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
The relationship between a User and Event types is indirect. The User owns the Booking page, and the Booking page is associated with one or more Event types. Therefore, the User will be the one providing the Event types that are associated with his or her Booking page.
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.
More information on when to use Booking pages, Event types, or both
Watch a video about Booking pages and Event types

4. Master pages

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.
Learn more about Master pages
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5. Multi-User scenarios

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

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