Introduction to Pooled availability
Pooled availability is the term used when consolidating the availability of multiple Booking pages into one booking calendar that resides on a Master page. For example, if you have 10 Booking pages, you can combine their availability into one booking calendar that will be under a single Master page.
We have created a video to help explain this feature and simplify your setup process.
Pooled availability enables two important scenarios:
1. Automatic member assignment: Customers select a time and a member is automatically assigned, either equally or according to a set priority. Automatic assignment of members comes in handy when members are equally capable and the selection of time is more important than the selection of a member. Automatic assignment is not limited to members only - it can be used with resources, locations or any other selection criteria. Learn more about Automatic member assignment
2. Find member by time: Customers select a time from a single calendar and see all members who are available at that time. Find by time comes in handy when there are many members or when members are equally capable and the selection of time is more important than the selection of a member. Find by time is not limited to members only - it can be used with resources, locations or any other selection criteria. Learn more about Find member by time
Pooled availability can be used in multi-user scenarios, single user scenarios and in resource and location scheduling. It is necessary in the following situations:
- Time selection is the most important factor and other selection criteria are mostly commodities. For example: A candidate needs to be interviewed and it does not matter which admission officer does the interview.
- There are many choices and we do not want to expose them to the Customer, in order to make the booking flow short and simple. For example: The Customer needs to reserve a room out of 25 available rooms.
- The Customer has no way of knowing which option to choose and we want to be making this decision. For example: Prospects are scheduling pre-sales consultations and they have no way of knowing which sales rep to select.
- We want to keep the number and identity of the choices confidential. For example: A small company has only 3 Customer service reps. They name each rep a "Support representative" and when a Customer makes a booking, one of them is automatically assigned.
Rate this article