| Use Case | Slot Intervals | Slot Availability | User Availability |
| Interview Scheduling | The time slots can be adjusted according to the length 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 of all sales personnel. |
| Technical Support Call | Slot intervals can be set according to the estimated call duration. | Slots are available when both the customer support rep and engineer are free. | The system checks the availability of the customer support rep and the engineer. |
| Project Management Meeting | The slot interval is based on the shortest available time slot among all project team members. | Slots become available when all project team members are available simultaneously. | The collective booking feature considers the availability of all project team members. |
| Educational Tutoring Session | The shortest available slot between multiple tutors determines the time slot intervals. | Slots become available when all tutors are free at the same time. | The availability of tutors is considered in the collective booking feature. |
| Medical Consultation | The slot intervals are based on the shortest available time between a doctor, nurse, and possibly other medical staff. | The slots are available when the doctor, nurse, and other involved medical staff are free simultaneously. | The collective booking feature considers the availability of all medical staff involved. |
| Client Onboarding | The time slot intervals are determined by the shortest available time slot among the sales rep, product specialist, and customer success manager. | Slots become available when the sales rep, product specialist, and customer success manager are free simultaneously. | The collective booking feature considers all team members’ availability in client onboarding. |
Overview The Book Appointment action allows users to schedule new appointments at designated times within specified calendars. With this feature, appointments can be automatically created through workflows, responding to trigger events. This is especially useful for businesses aiming to streamline their scheduling process through automation. Example Use Case: When a form is submitted or an […]
Overview You now have the ability to add and monitor notes for specific appointments. All notes associated with an appointment are displayed in the Appointment Modal, allowing you to view contributions from multiple users. Moreover, these notes can be found in the Contacts & Conversations tab under the Notes section, providing a comprehensive record of […]
3. To customize the Calendar Settings, you can either click on the “Go to advanced settings,” or once the calendar creation is done, you can click on the Edit calendar which would take you to the advanced settings. Set Calendar Primary Owner In Collective Booking, the primary owner is the team member responsible for leading […]
What are Collective Bookings? Group scheduling simplifies the process of coordinating multiple participants for meetings, ensuring efficiency and seamless synchronization. This feature aligns the availability of various team members, making it easier to find a mutually suitable time slot for collective or group bookings. By merging individual calendars, it eliminates scheduling conflicts and streamlines the […]
Class Calendars are built to handle one-to-many events, allowing multiple participants to join a single session. They are perfect for workshops, webinars, training programs, and sports events. Each Class Calendar has a single appointment owner, usually the host or instructor. The available spots per session can be customized, with a maximum capacity of 9,999 attendees, […]
How Round Robin scheduling works When a Round Robin Event Type meeting request is received in the GHL, our system instantly checks the availability of all linked team members. Using configurable Round Robin logic, the GHL then assigns the meeting automatically. This eliminates the need for endless email exchanges to coordinate schedules! By minimizing the […]
Overview You now have the ability to assign specific team members to appointments using a round-robin calendar. Plus, you can customize preferences for both rescheduling and new appointments. Reschedule Preference: Choose who the appointment should be assigned to when a contact reschedules using the booking widget. New Appointment Preference: Choose whether new appointments should always […]
Step 1: Setting up a Round Robin event: Step 2: Adding Team Members Step 3: Distribution Logic
What’s New? Now, with the rich text editor, you can elevate your calendar descriptions using a variety of formatting options. Explore the features available to you: These improvements allow you to emphasize key details, enhance readability, and create visually engaging calendar descriptions that align seamlessly with your brand. How to Use?