Creating a Master page
Master pages unite multiple booking pages into a single point of access for your Customers. You can use Master pages to combine Booking pages of multiple team members in your organization. Alternatively you may use Master pages to combine Booking pages for different locations or channels.
You can create as many Master pages as you need to meet your organization’s requirements. To get started follow the instructions below.
To create Master pages, you must be a ScheduleOnce Administrator.
How to create a new Master page?
1. Go to Setup and click the Plus button in the Master pages pane.
2. The New Master page popup appears. (See Figure 1)
Figure 1: New Master page popup
3. Define the properties for your Master page:
Public name - The Public name is visible to Customers as the page title. It can be changed later on the Public content section.
Internal label - The Internal label is only visible internally, and not visible to your Customers. A recognizable label is recommended because the Master page will be identified with this label throughout our system. It can be changed later on the Overview section.
Public link - The link used by Customers to access the page - it must be unique and include at least four characters. It can be changed later on the Overview section. You can use one of several domains when sharing the link.
Scenario - The Scenario determines the scheduling flow. Master pages can have one of four different flows:
- Rule-based assignment: With this scenario, Customers select a time and bookings are automatically assigned to team members according to the rules defined. Rules can either be dynamic or static. With Dynamic rules, different assignment rules can be defined per Event type, using any combination of Booking pages and/or Resource pools. With Static rules, bookings are assigned according to global settings. Meeting providers are determined by the existing associations between Event type and Booking pages.
Event types first: With this scenario, customers first select which Event type they require, then they will be presented with the booking pages that provide that event type. Once they select a booking page, they will be presented with the booking page’s availability.
- Booking pages first: With this scenario, customers first select the booking page they prefer, then they are presented with the event types that booking page offers. Once they select an event type, they will be presented with the availability of the booking page they selected.
- Booking pages only: With this scenario, Customers will select a booking page and are presented with the booking page’s availability. This option is useful if you do not use event types and there are no shared settings between your booking pages.
Note: The scenario cannot be changed after you create a Master page.
Image or photo (optional) - You may add a photo or image to your page, that will be visible to Customers. It can be changed later on the Public content section.
4. Click Save & Edit. You will be redirected to the Master page Overview section to continue editing your settings.
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