When you invite a Customer to self-schedule or you schedule on behalf of a Customer, InviteOnce gives you the ability to create a Panel meeting by selecting any number of Team members, Rooms and/or Resource pools to assign to the meeting. This enables Customers to meet with multiple Team members simultaneously.
- A Panel meeting is useful in many different scenarios. For example, you can create panels with specific Team members or dynamic panels that use Resource pools to automatically assign Team members or reserve Rooms. Learn more about reserving Rooms
- When you create a Panel meeting, available time slots are calculated based on the combined availability of all possible panel combinations.
In this article, you will learn about creating Panel meetings when scheduling a meeting. A Panel meeting can be created in the following ways:
Assign independent Team members directly to a meeting invitation
This setup is useful for Panel meetings that require a very specific combination of Team members. When you assign specific Team members to a meeting, available time slots are retrieved from all Team members' calendars. In this case, meetings can only be scheduled at a time when all Team members are available.
To schedule a meeting for other Team members, simply select their names from the Team member dropdown in Step 1 of the Invite to self-schedule or Schedule on behalf process. You can select any number of Team members to assign to the meeting.
Add one or more alternative Team members to a meeting invitation
When you add one or more alternative Team members to an invitation, the availability of all selected Team members is pooled. When a time slot is selected by you or the Customer, only the available Team member is assigned to the meeting. This configuration is useful when more than one Team member is able to conduct a meeting and you would like to maximize time slot availability.
To add an alternative Team member to your meeting, click (Add alternative) next to the name of the Team member who is already assigned. You can add any number of alternative Team members to a meeting.
Invite an optional Team member to join the meeting
This is an additional field, accessible from the action menu (three dots) at the bottom of this section. When you assign an optional Team member to the meeting, they will be added to the meeting regardless of their availability. For example, if you need a Team member to be invited to the meeting but do not want their availability to have an effect on the time slots available, you can add them as an optional Team member.
To add an optional Team member to your meeting, select Add Optional team member from the action menu (three dots) in Step 1 of the scheduling process.
Add one or more Resource pools to the meeting
When you add one or more Resource pools to an invitation, the meeting will be assigned to a Team member based on the Resource pool's Assignment method.
For example, an Account Executive at your company has just completed a successful discovery call with a prospect and would like to schedule a product demo for them. Since she cannot do the demo alone, she needs one of the Sales Team members to join the call. The Sales Team members are part of a Resource pool with Pooled availability (to present maximum availability to the prospect). The Account Executive can create a Panel meeting by directly assigning the meeting to both herself and the Sales Team members Resource pool. Learn more about InviteOnce Resource pools
When you schedule a Panel meeting, the availability of all assigned Team members is used to calculate available time slots. If you are scheduling on behalf of a Customer and there are not enough available time slots, you have the option to view conflicting time slots and schedule the meeting anyway. This is also useful when a Customer wants to schedule the meeting for a time that does not appear as available.
If you have more than free/busy access to another Team member's calendar, you will be able to view the conflicting event that the Team member has scheduled at that time. Learn more about understanding time conflicts