Master page scenario: Event types first (Booking pages second)

Master pages with Event types allow Customers to first select which Event type they prefer. They then choose a Booking page from among those associated with that Event type. Finally, the Customer schedules the meeting. The preexisting associations between Booking pages and Event types determine which Event types are offered in your Master page.

The Customer flow
With Event types first, Customers first select which Event type they prefer. The Customer then chooses a Booking page from among the Booking pages that provide that Event type. The Customer then sees the Booking page’s availability and chooses a time slot to schedule their meeting.

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 Booking page. If only one Booking page provides the selected Event type, the Customer skips selecting a Booking page, 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.โ€‹ 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 determine which Booking pages to include in the Master page. Only Booking pages associated with Event types can be included in this Master page.

  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!

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