Including Booking pages in a Master page

Master pages allow you to combine multiple Booking pages into one page that you can share with your Customers and publish on your website. This allows you to provide a single point of access to different Team members in your organization, or to multiple meeting locations or channels. How you add Booking pages to your Master page depends on the Master page scenario

The four scenarios you can choose from are: 

Adding Booking pages to a Rule-based assignment Master page

  1. Go to Setup and select the relevant Master page.
  2. Click on the Assignment section of your Master page (Figure 1).
  3. In the Rule types section, select either Static or Dynamic.
    Figure 1: Assignment section of a Rule-based assignment Master page

Depending on whether you choose Dynamic or Static rules, the process for adding a Booking page to your Master page differs slightly.

Using Dynamic rules

  1. In the Event-based rules section, click Add rule.
  2. Select which Event types will be offered in your Master page (Figure 2). For each Event type you want to add, you'll need to add a new rule. Master pages with Dynamic rules can only include Event types configured to Automatic booking and Single session. Learn more about conflicting settings when using Dynamic rules
  3. Next, use the Primary team member drop-down to select who will provide your Event types. The Primary team member can be a specific Booking page or a Resource pool.
  4. If your Event type requires multiple Team members from your organization, use the Additional team members drop-down to add them. These Team members can be defined by selecting specific Booking pages or by selecting Resource pools.

    NoteThe same Resource pool cannot be selected as the Primary team member and as the Additional team member in a single rule. Learn more about conflicting settings when using Dynamic rules

  5. Click Save

When Customers visit your page, they will select an Event type and a time. Bookings will be automatically assigned to Booking pages or members of your Resource pools, according to each pool's distribution method.

Note When using Dynamic rules, the existing associations between Booking pages and Event types do not matter. Any Booking page can be selected to provide any Event type.

Using Static rules

  1. In the Distribution method section, select the method for distributing the bookings made on your Master page. Bookings can be distributed in one of three ways: Pooled availability, Pooled availability with priority, or Find member by time.
  2. Next, scroll down to the Included Booking pages section and select the Booking pages you want to include from the drop-down (Figure 2). Only Booking pages that are associated with Event types can be selected in the Master page.
    You will see which Event types are associated with each of the Booking pages you selected. These Event types will be offered in your Master page.
    Figure 2: Adding Booking pages to your Master page
  3. If you are using Pooled availability with priority as your distribution method, assign a priority to each of the Booking pages. Bookings will be assigned to the Booking page with the highest priority available at the selected time.
  4. Click Save

Adding Booking pages to a Master page with Event types first

  1. Go to Setup and select the relevant Master page.
  2. Click on the Assignment section of your Master page.
  3. Use the drop-down menu to select the Booking pages that you want to include in the Master page (Figure 3). Only Booking pages that are associated with Event types can be selected.
    Figure 3: Adding Booking pages to your Master page
  4. In the Assignment upon reschedule section, you can choose to assign a rescheduled booking to the same Booking page it was originally assigned to it. To enable this, check the box marked Reschedule is only possible on the page on which the booking was made.
  5. Click Save.

Adding Booking pages to a Master page with Booking pages first

  1. Go to Setup and select the relevant Master page.
  2. Click on the Assignment section of your Master page.
  3. Use the drop-down menu to select the Booking pages that you want to include in the Master page (Figure 4). Only Booking pages that are associated with Event types can be selected.
    Figure 4: Adding Booking pages to your Master page
  4. In the Assignment upon reschedule section, you can choose to assign a rescheduled booking to the same Booking page it was originally assigned to it. To enable this, check the box marked Reschedule is only possible on the page on which the booking was made.
  5. Click Save.

Adding Booking pages to a Master page with Booking pages only

  1. Go to Setup and select the relevant Master page.
  2. Click on the Assignment section of the Master page.
  3. Use the drop-down menu to select the Booking pages that you want to include in the Master page (Figure 5). Only Booking pages that are not associated with any Event types can be included in this Master page.
    Figure 5: Adding Booking pages to your Master page
  4. Click Save.
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