Scheduling Pages can be added for specific providers. The scheduling page allows you to configure the details for the event or appointment that people can book.
There are three types of scheduling methods:
Standard booking: When a scheduling page is configured as a standard booking, it can only create events in a single calendar. When comparing availabilities against other calendars, the scheduling page will only show times when all calendars are available.
Round-Robin Maximise Fairness: Round-robin maximize fairness will allow you to create multiple participant calendars. To add more participants, they will need to be configured as providers in your account. Round-robin maximise fairness will then rotate through the chosen list of participants, highlighting the one with the fewest recent bookings to ensure a fair allocation of tasks.
Round-Robin Maximise Availability: Round-robin maximize availability will allow you to create multiple participant calendars. To add more participants, they will need to be configured as providers in your account. It cycles through a selected list of participants, giving priority to those with the least number of recent bookings, while ensuring that as many time slots as possible are accessible.
Instructions
Navigate to Advanced Tools and click Calendar Bookings
If needed, add a Calendar Provider
Select Configure on the applicable provider
Click Create New under Scheduling Pages
Fill out the Event Information fields
Event Title: Add a name for the new event
Event Duration: Set the length of the event in minutes or hours
Event Meeting or Location: Specify where the event will take place
Select the Calendar where you wish to add event bookings
Choose the Scheduling method for the event
Standard booking: Allows 1-on-1 bookings or bookings with additional participants.
Round-Robin Maximise Fairness: Rotates through the list of participants you select, displaying the participant with the fewest recent bookings.
Round-Robin Maximise Availability: Rotates through the list of participants you select, prioritizing participants with the fewest recent bookings. It makes as many time slots available as possible.
Click Create
(Optional) Add an Event description
Set the Availability
Book to this calendar: Select the calendar where you want to add event bookings.
Connected Calendars: Select the calendars to use for checking your availability.
Note: Check availability across one or more calendars. If you select multiple calendars for a participant, the participant must be available across all of their calendars to be considered available.
Default Open Hours: Choose the timezone, days of the week, and the time range that events can be added
Click Save changes
Add and manage Participants
Add Participants: Select the plus icon to add participants to the event. If using a round-robin scheduling method, the participants will pull from this list.
Participant open hours: Toggle on to choose open hours for the participants. If not set, the default open hours will be used to calculate availability for this participant.
Configure Booking Options
Scheduling method: Select a scheduling method for the event
Standard Booking: Allows 1:1 bookings, or n:1 bookings with additional participants.
Round-Robin Maximize Fairness: Rotates through the list of participants you select, displaying the participant with the fewest recent bookings.
Round-Robin Maximize Availability: Rotates through the list of participants you select, prioritizing participants with the fewest recent bookings, but making as many time-slots available as possible.
Buffer time: Require empty buffer time before and after an event (the scheduler does not book the buffer time).
Event limits: If needed, set event limits
Minimum booking notice: The minimum amount of time in the future that a new booking can be made.
Limit future bookings: The limit on how far in the future bookings can be made.
Minimum cancellation notice: The minimum amount of time required to cancel a booking.
Cancellation policy message: Attendees receive this message if trying to cancel the event. Attendees are asked to provide a reason for cancellation.
Time slot settings: Select the time slot interval and the rounding type.
Default: Time slots will be rounded to the nearest quarter-hour.
Interval rounding: Time slots will begin at times rounded to the interval value.
Click Save changes
If needed, configure Page Styles
Page name: By default, Scheduling Pages use your user name as the Page name. The Page name is displayed in the top-left corner of the calendar view.
Click Save changes