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,
Round Robin Calendar Staff Selection
This article talks about how the feature enhances scheduling flexibility, ensuring customers can book with a specific team member while leveraging round-robin appointment distribution. TABLE OF CONTENTS Understanding Round Robin Staff Selection Logic Key Benefits of Staff Member Selection How to Enable Staff Member Selection Step 1: Navigate to the Calendar Settings Step 2: Edit the Calendar Step 3: Enable Staff Selection Managing Staff Availability for Round Robin Selection Testing the Booking Flow as a Customer Frequently Asked Questions Related Articles Understanding Round Robin Staff Selection Logic The Staff Member Selection feature in Round Robin Calendars allows clients to choose
Managing Team Member Assignments in Round Robin Calendars
Properly assigning team members in Round Robin Calendars ensures fair and efficient appointment distribution. This feature allows businesses to automate scheduling while maintaining the flexibility to assign appointments based on specific preferences. TABLE OF CONTENTS Understanding Key Terms Configuring Reschedule Preferences Setting New Appointment Preferences Additional Settings Best Practices Frequently Asked Questions Related Articles Understanding Key Terms To effectively manage Round Robin Calendars, it’s essential to understand key terms that influence team member assignment. These definitions will help you configure the settings correctly and ensure seamless appointment distribution. Appointment Owner: The user assigned to a specific appointment when booked. Assigned User: The
Round Robin Calendars: Setup, Distribution & Availability Explained
Round Robin Calendars allow businesses to distribute appointments evenly among multiple team members. This feature ensures that scheduling is efficient, fair, and optimized based on availability or workload balance. This guide will walk you through the steps to set up Round Robin Calendars, configure distribution settings, and customize team member assignments. TABLE OF CONTENTS What Are Round Robin Calendars and how do they work? Why Use Round Robin Calendars? Creating the Round Robin Calendar Additional Resources & Support for HighLevel Calendars Frequently Asked Questions What Are Round Robin Calendars and how do they work? A Round Robin Calendar is a scheduling system that automatically distributes appointments among
How to Create Event Calendars
Create bookable event schedules without assigning bookings to a specific user. Event Calendars are ideal for shared event experiences such as conferences, seminars, expos, and other scheduled events where a host does not need to be tied to the booking. TABLE OF CONTENTS What are Event Calendars? Key Benefits of Event Calendars Important Differences for Event Calendars When to Use Event Calendars How To Setup Event Calendars Frequently Asked Questions Related Articles What are Event Calendars? Event Calendars in HighLevel are a calendar type designed for scheduling events that do not require a host or user association. Instead of assigning