Creating categories for Booking pages or Event types

ScheduleOnce gives you the ability to create categories to organize Event types and Booking pages for you and your Customers. Using categories, you can group your Booking pages and Event types according to your specific scheduling scenarios. 

You can choose to use categories exclusively within the Admin interface, in which case they'll be invisible to Customers. Alternatively, you can make categories visible to Customers, in which case they'll appear on your Booking pages and Master pages.

  • When you use categories to organize the Admin interface, you can organize your Event types and Booking pages in a structure that makes it easier to manage department or cross-department roles and ownership in your organization. 
  • When visible to Customers, categories enable you to model specific scheduling scenarios. You can use categories to organize information so that the Customer experiences a simple decision process.

Creating a new category

  1. In ScheduleOnce, go to the Setup section.
  2. Click on the Action menu (three dots) at the top of the Event types or Booking pages column. Select New Category (Figure 1). Alternatively, navigate to the Overview section of an Event type or a Booking page and click New next to the Category field.
    Figure 1: Setup page
  3. In the New Category pop-up that appears, select the Visibility that you want the category to have. You can choose to make the category visible internally and to your Customers, or visible internally only (Figure 2).
  4. Enter a Name and a Description (optional). If you choose to make the category visible to Customers, this is what your Customers will see during the category selection step in the booking process.
    • The Name is limited to 45 characters.
    • The Description is limited to 2,000 characters.
  5. Add an Image (optional). This image will be displayed for Customers to see during the category selection step in the booking process.
    • The recommended size is 70x70 pixels and supported formats are JPG, JPEG, PNG, or GIF. 
    • The maximum size is 200KB. 
  6.  Click Save. The new category is now added to the list. 
  7. To add Booking pages or Event types to your category, drag and drop Booking pages or Event types into the category (Figure 3). Alternatively, you define the category for each Booking page or Event type in their Overview section.
    Figure 3: Drag and drop Booking pages into a category

NoteWhen a Master page includes Event type categories or Booking page categories that are visible to Customers, you can define labels and selection instructions in the Labels and instructions section of the Master page.

Was this article helpful?
Thank you for your feedback!