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.
In Collective Booking, the primary owner is the team member responsible for leading the appointment. This individual also serves as the Appointment Owner. If contact assignment is enabled, the contact will be assigned to the primary owner.
By default, the first team member added to a Collective Booking is designated as the primary owner. Once assigned, the primary owner cannot be removed from the booking.
Change Primary Owner
To change the Primary owner:
4. The owner would change as shown below and would be indicated with the “Owner” label next to them
Please Note:
A Primary owner cannot be deleted from the collective booking calendar. To delete a team member please ensure that the team member is not the Primary owner
Only the assigned user will receive the email notification. However all the Users would receive a calendar invite notification from their third party integrated calendars (Google, Outlook, iCloud).
For Collective Booking, payments will remain functional as long as they are enabled for the Calendar. In this setup, the user must complete the payment first, and the appointment will only be booked after the payment has been successfully confirmed.
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 […]
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 […]
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?