Multiple team members accepting appointments with Event types

You can use ScheduleOnce to accept bookings for multiple team members with multiple Event types. Team members can be accessed via one Master page or independently via their individual Booking pages. Learn more about User management

Bookings made on a Master page can be either automatically assigned to team members according to rules you define or assigned based on the customer’s selection. In this article, we will talk about setting up both scenarios.

You must be a ScheduleOnce Administrator to set up this scenario.

  1. Create the Event types. If you want to work in Automatic booking mode, make sure to select it in the Scheduling options section of each Event type. You can also work in Booking with approval mode.

    Note: If you want to automatically assign bookings, you must use Automatic booking mode.

  2. Go to Account -> Users and create a User account for each team member.

  3. You can create a Booking page for each team member and make the team member the Owner of the page. Alternatively, you can leave it to the team members to create their own Booking pages. Learn more about Booking pages

  4. Once all Event types are created and all Booking pages are created you can go to the Event types section in each Booking page to add Event types to the page. Alternatively, you can ask each user to add Event types to her/his Booking page.

    Note: Step 4 can be skipped if you use Dynamic rules in a Master page with Rule-based assignment.

If you want to automatically assign bookings to team members:

  1. Go to Setup and create a Master page. Select Rule-based assignment for your Master page scenario.
  2. 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.

  3. 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.

  4. โ€‹Customize the page's Labels and instructions and Public content

  5. You’re all done! You can view and test your Master page by clicking on the live link in the Master page Overview section.

     

If you want to assign bookings based on the Customer selection:

  1. In the Assignment section, select the Booking pages to add to the Master page.

  2. Customize the page's Labels and instructions and Public content.

  3. When you have many team members, you might want to add Tags to your Booking pages so that Customers can find the person with whom they need to book time in a fast and efficient manner. Tags enable Customers to filter Booking pages by keywords. Learn more about Tags

  4. In addition, you can use Categories to organize your Booking pages or Event types. Categories enable you to better model your scheduling scenarios. They are an important way to organize information so the Customer experiences a simple decision process. This results in a booking process that is faster, easier to navigate, and creates a better overall scheduling experience for your Customers. Learn more about Categories

  5. You’re all done! You can view and test your Master page by clicking on the live link in the Master page Overview section.

See a live demo of a team Master page with Event type

 

Rate this article