ScheduleOnce provide robust functionality for automatically distributing bookings to Team members according to rules you define. Rules can be defined for Master pages using Rule-based assignment. Rules can either be Dynamic or Static. In this article we are going to discuss the differences between Dynamic and Static rules and when to use each rule type.
- With Dynamic rules, bookings are assigned according to rules created for each Event type, regardless of the existing associations between Booking pages and Event types. Dynamic rules created on a Master page determine who can provide each Event type, whether a specific Booking page or a member of a Resource pool.
- Each Event type in your Master page can have different rules. For example, one Event type can be a Panel meeting, where Customers can meet with multiple Team members simultaneously, and another a one-on-one meeting. Using Resource pools, you can also decide that bookings for one Event type will be distributed via round robin, and bookings for another will be distributed via pooled availability. Learn more about Dynamic rules
- With Static rules, bookings are assigned according to global settings. Meeting providers are determined by the existing associations between Event types and Booking pages. When using Static rules, you select which Booking pages will be included in your Master page and determine the Distribution method for assigning bookings to the Booking pages in your Master page. Which Event types are offered on your Master page is determined by which Event types are associated with the included Booking pages. Learn more about Static rules
Which rule type is right for you?
We recommend that you use Dynamic rules when creating a new Rule-based assignment Master page. Dynamic rules give you more flexibility, allowing you to create rules and associations that can be different for each one of your Master pages.
Dynamic rules allow you to:
- Use Resource pools to dynamically distribute bookings among a group of Team members
- Use different distribution methods for each of your Event types on a single Master page. For example, bookings for one Event type can be distributed via Round robin, while bookings for a second Event type can be distributed via Pooled availability.
- Create Panel meetings, allowing your Customers to book a time to meet with multiple Team members simultaneously.
- Associate Booking pages with different Event types on each Master page
- Change the display order of the Event types on your Master page.
You should only use Static rules if:
- You want to use the Find member by time distribution method. With Find member by time, Customers visiting your page will first select a time, and then be presented with the Booking pages available at that time.