Introduction to Event types
Since its inception in 2006, ScheduleOnce has gained valuable experience across various scheduling scenarios. As a result, we have adopted a two-dimensional modeling approach that allows customization of both Booking pages and Event types. This approach is unique in the industry and provides a flexible and powerful solution for our Customers.
Event types allow you to offer several meeting types with different durations, price, and other properties on one Booking page or Master page. For example, let’s say you are an accountant who holds three types of meetings: a free 15-minute discovery session, a 60-minute tax return preparation with a fee of $100, and a 90-minute financial planning with a fee of $150. You would create each meeting type as an Event type, setting a different duration and price for each meeting. Customers who go to your Booking page will choose which Event type they need, pay accordingly, and your time will be blocked respectively. Learn more about using multiple Event types
Each Event type has the following sections:
When your Booking pages are associated with Event types (recommended), the following sections are located on the Event type by default:
- Scheduling options – Where you select the options that correspond to the scheduling scenario that you require.
- Time slot settings – Controls how time slots are displayed to Customers and allows you to set limits on your available time.
- Booking form – Controls the settings of the form Customers will fill out when they make a booking with you. If you prefer for this section to be related to the Booking page, you can change its location. See below for more details.
- Customer notifications – Where you select which notifications you want to send to Customers and the timing of reminder and follow-up notifications. If you prefer for this section to be related to the Booking page, you can change its location. See below for more details.
- Payment and cancel/reschedule policy – Where you set the payment and pricing settings, and the time frame in which you enable your Customers to cancel or reschedule bookings. When using Payment integration, you can collect payment via ScheduleOnce and process refunds via ScheduleOnce.
- Public content – This section includes all information that is available to your customers when they book an appointment.
Booking form and Customer notifications sections
When you work with Event types, you have the option to define whether the Booking form and Customer notification sections will be related to the Event type or the Booking page. By default, these sections will be related to the Event type when a Booking page includes Event types. Managing these settings by the Event type ensures that all Customers booking a specific Event type will provide the same information and receive the same notifications, no matter which Booking page the appointment is related to. If you prefer these settings be managed by the Booking page, each Booking page owner can determine the Booking form and notifications Customers booking on that page will encounter, regardless of the Event type booked.
It is important to decide where you want the Booking form and Customer notifications sections to be located prior to creating Event types. To decide which setup is right for you, consider your scenario and how you want to collect information. Learn more about the location of the Booking form and Customer notifications sections and the impact it has on your scheduling scenario.
Availability and location
When you are thinking about your scheduling scenario, it is important to keep in mind that the Recurring availability, Date-specific availability, and Location settings sections are always located on the Booking page and not on Event types. If you want to offer meetings in different locations or some meetings at a particular time, you will need to offer them on different Booking pages. These Booking pages can be combined into a Master page to provide a single point-of-access for your Customers. Learn more about using Booking pages for multiple meeting types
Event types and Booking pages can be combined to offer your Customers several locations, channels, and meeting types, and to create the right scenario for your organization. Learn more about using both Event types and Booking pages for multiple meeting types
Learn more about Event types
- Associating Event types with Booking pages
- Location of the Booking form and Customer notifications sections
- Event types duplication
- Using Event types for multiple meeting types
- Using both Event types and Booking pages for multiple meeting types
- Multiple team members accepting appointments with Event types
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