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 […]
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 […]
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?