How to Create Equipment
Setting up Equipment allows you to manage shared physical resources—like massage tables, exam chairs, or projectors—used during scheduled services. By connecting equipment to calendars, you prevent double-bookings and maintain operational efficiency. TABLE OF CONTENTS What is Equipment? Key Benefits of Equipment How to Set Up Equipment Step 1: Enable Equipment Step 2: Create Equipment Step 3: Provide Equipment Detail Editing or Deleting Equipment Frequently Asked Questions Related Articles What is Equipment? Equipment refers to shared tools, devices, or physical resources that are needed for services offered in your business — like projectors, therapy tables, or treatment chairs. When added to your system,
Creating Rooms
Learn how to create and configure Rooms to manage physical spaces and avoid double bookings. This article also shows how to connect Rooms with service calendars and equipment to streamline your scheduling. TABLE OF CONTENTS What is a Room? Key Benefits of Rooms How to Set Up Rooms Step 1: Enable Rooms Step 2: Create a Room Step 3: Provide Room Details Editing or Deleting a Room Frequently Asked Questions Related Articles What is a Room? Rooms are assignable resources used to control scheduling, availability, and resource management within service calendars. Whether you’re managing consultation rooms, service bays, therapy spaces, or event areas,
Rooms and Equipment
In this Article What are Rooms? What are Equipment? How to use Rooms & Equipment? Related Articles How to create Rooms? How to create Equipment? Service Calendar Service Menu What are Rooms? A 'room' can represent any location where services are provided. In simple terms, a room is a specific place in your business where you conduct services. For Example: This could be Massage Rooms, Salon chairs, Workout areas, Pedicure Stations etc. What are Equipment? Think of equipment as the special tools and devices that businesses use to provide their services. It can be anything from a fancy machine to a simple chair. For
How to Create Service Menus for Calendars
Create a unified booking experience for your clients with Service Menus. This feature allows you to display multiple services from individual calendars on a single page, helping clients book exactly what they need — quickly and conveniently. TABLE OF CONTENTS What is a Service Menu? Key Benefits of Service Menus Prerequisites to Set Up a Service Menu How To Set Up a Service Menu Step 1: Enable the Service Menu Feature Step 2: Create the Service Menu Step 3: Select your Services Step 4: Arrange your Services Frequently Asked Questions What is a Service Menu? Service Menus allow you to list multiple
Creating Collective Booking Calendars
TABLE OF CONTENTS Set Calendar Primary Owner How would the Notifications work? Payments Go to Calendars ➝ Calendar Settings Click on "Create Calendar" Select "Collective Booking" Add the mandatory details for this calendar Calendar Name Select Team members (A minimum of 2 team members are required for a Collective Calendar) Custom URL - This is auto-generated based upon the calendar name. If needed, you can edit it manually. Meeting Location - This is not mandatory but recommended. If no meeting location is added, then the Custom Meeting location for the primary owner would be taken as default. You can click on
Collective Booking Calendar Use Cases
Use Case Slot Intervals Slot Availability User Availability Interview Scheduling The slot interval can be customized based on the duration of the interview. Slots are only available when all the interviewers are free simultaneously. The system checks the availability of all interviewers. Team Meeting The duration of the meeting determines the slot interval. Slots are available when all team members are free. The system checks the availability of all team members. Sales Call Slot intervals are customized to accommodate the length of the sales call. Slots are available when all involved sales personnel are free. The system considers the availability
Collective Bookings Calendar Overview
Collective Booking is a feature that enables scheduling meetings involving multiple team members simultaneously. It integrates individual team members' availability into a shared calendar, allowing for unified scheduling. This feature facilitates seamless group interactions, perfect for collaborative endeavors like sales calls, technical support, or group interviews. TABLE OF CONTENTS What are Collective Bookings? Frequently Asked Questions What are Collective Bookings? Collective bookings are a sophisticated and efficient approach to concurrently scheduling multiple participant meetings. This scheduling feature allows the synchronization of different team members' schedules to streamline the booking process. It essentially amalgamates the team members' calendars to provide a
How to Create a Class Booking Calendar (Seats, Capacity & Availability Explained)
The Class Booking Calendar in HighLevel allows businesses to schedule events, workshops, or group sessions where one host meets with multiple participants. Whether you’re running fitness classes, webinars, or workshops, this feature helps streamline scheduling, automate payments, and manage attendees seamlessly. TABLE OF CONTENTS What is the Class Booking Calendar? Key Benefits of the Class Booking Calendar How to Create a Class Booking Calendar Frequently Asked Questions What is the Class Booking Calendar? The Class Booking Calendar is a HighLevel calendar type designed for situations where a single host meets multiple attendees in the same session. It’s ideal for yoga
Class Booking Calendar Overview
Class Calendars are designed to manage one-to-many events where multiple invitees can attend a single booking. These calendars are ideal for webinars, workshops, training sessions, and sports events. In a Class Calendar, there can only be one appointment owner, typically the trainer or host. The number of spots per slot can be set, with a maximum limit of 9,999 attendees, though meeting location limitations do apply. TABLE OF CONTENTS What is a Class Booking? Why use Class Booking Calendars? Frequently Asked Questions What is a Class Booking? A class booking is a one-to-many type calendar to host multiple invitees in
Appointment Distribution Logic for Round Robin Calendars
This guide provides a comprehensive overview of Round Robin calendar's appointment distribution logic. It explains how appointments are automatically assigned among a team, ensuring fair scheduling and optimized availability. TABLE OF CONTENTS Introduction Appointment Distribution Methods 1. Optimize for Availability 2. Optimize for Equal Distribution Setting Team Member Priorities Selecting Meeting Location Frequently Asked Questions Related Articles Introduction Round Robin Calendars automate the distribution of appointments among a team of users. This feature ensures fair scheduling while optimizing availability, making it ideal for businesses that rely on team-based bookings, such as sales, customer support, and medical services. With the Round Robin Calendar Type,