With ScheduleOnce, you can automatically distribute bookings to Team members according to rules you define. You can define specific rules for Master pages using Rule-based assignment. Rules can either be Dynamic or Static.
In this article, you'll learn about the differences between Dynamic and Static rules, and when to use each rule type.
With Dynamic rules, bookings are assigned according to rules you create for each Event type, regardless of the existing associations between Booking pages and Event types. This means that you can offer any Event type on your Master page.
- The Event-based rules you create on a Master page determine who can provide each Event type. This can be a specific Booking page or a member of a Resource pool.
- You can create different rules and distribution methods for each Event type on a single Master page. For example, one Event type can be a Panel meeting, where Customers can meet with multiple Team members simultaneously, and another Event type can be a one-on-one meeting.
- Using Resource pools, you can dynamically distribute bookings among your Team members. 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. Learn more about ScheduleOnce Resource pools
- You can associate Booking pages with different Event types on each Master page.
- You can change the display order of the Event types on your Master page.
When you use Dynamic rules, you can also generate one-time links which are good for one booking only, eliminating any chance of unwanted repeat bookings. A Customer who receives the link will only be able to use it for the intended booking and will not have access to your underlying Booking page. One-time links can be personalized, allowing the Customer to pick a time and schedule without having to fill out a Booking form.
If you change the Rule type of your Master page from Dynamic to Static, Customers will not be able to use any one-time link that you previously generated.
If a Customer used the one-time link to make a booking before you changed the Rule type from Dynamic to Static, that booking can be canceled but not rescheduled.
With Static rules, bookings are assigned according to global settings. When you use Static rules, you select Booking pages to include on your Master page and select the distribution method for assigning bookings to those Booking pages.
Meeting providers are determined by the existing associations between Event types and Booking pages. This means that you can only offer Event types that are associated with the Booking pages that you include on your Master page.
Which rule type is right for you?
We recommend using Dynamic rules when you create 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.
You should only use Static rules if you want to use the Find member by time distribution method. With Find member by time, Customers who visit your page will first select a time, and then be presented with the Booking pages available at that time.