Master page scenario: Rule-based assignment

Master pages with Rule-based assignment provide robust functionality for distributing bookings to your team. You can create Static rules based on the associations between Event types and Booking pages, or create Dynamic rules per event type. Event-based rules allow for flexible setup that can be different per Master page. Each event type can be provided by a specific booking page, or a member of a Resource pool, allowing you to dynamically assign bookings to your team.

Note: This Master page scenario does not work with Event types that have the Booking with approval mode or with Session packages



The Customer flow

Customers select an Event type and are then presented with available times. Once a date and time is selected, the booking is automatically assigned to a team member or members according to the rules defined by the User. Rules can either be dynamic or static.

Note: If there is only one Event type included in the Master page, the Customer skips selecting an Event type, moving directly to choosing a time slot. 

 

Setting up the Master page

  1. Go to Setup and click the Plus button in the Master pages pane. The New Master page popup appears (See Figure 1).

    Figure 1: New Master page popup
     
  2. Populate the pop-up: Define the Public name of the page that will be visible to Customers as the page title, define the Internal label that is only visible internally, and define the Public link that will be used by Customers to access the page. In the Scenario field, select Rule-based assignment. Finally, you can add a Image or photo to your page that will be visible to Customers.​ Click Save & Edit.

  3. You now see the Overview section of the Master page. This section gives you a summary of your Master page’s main properties. Here you can edit the Master page’s theme and locale, as well as access its Share & Publish options.

  4. Navigate to the next section, the Assignment section. This is where you create rules to determine how bookings will be assigned to Booking pages. With Dynamic rules, booking assignment is defined per Event type offered in your Master page. This allows for flexible setup that can be different per master page. With Static rules, bookings are assigned according to global settings. Meeting providers are determined by the existing associations between event types and booking pages.

  5. ​Navigate next to the Labels and instructions section. Here you define the public labels for the different entities in your Master page. You also customize instructions that will help your Customers make the right selections during the scheduling process. 

  6. Once you have defined the Labels and instructions, navigate to the Public content section. In this section you determine what your Customers see when they visit your Master page. You can set a name and title, upload an image, edit the logo and design, provide your contact details, link to your social media profiles, and write a welcome message. This content will help your Customers get to know you and your organization, and give them more information about the meeting they are scheduling.

  7. Your Master page is complete and ready to be published and shared!

Rate this article