Master page: Assignment section

The Assignment section of a Master page is where you determine how the bookings made on the Master page will be assigned to your Team members. This section is different depending on which scenario you selected for your Master page. 

The four scenarios you can choose from are: 

Tip

If you would like to generate one-time links which are good for one booking only, you should use a Master page using Rule-based assignment with Dynamic rules.

One-time links eliminate 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 the Booking form. Learn more about one-time links

Requirements

To define the Assignment section of a Master page, you must be a OnceHub Administrator.

Accessing the Assignment section of your Master page.

To access the Assignment section, go to Setup and select the relevant Master page.  Click on the Assignment section of the Master page (Figure 1). The options available in the Assignment section will depend on the scenario you chose when you created the Master page. 

Figure 1: Master page Assignment section using Rule-based assignment

Rule-based assignment with Dynamic rules

With Dynamic rules, the associations between Event types and Meeting providers are created on the Master page, allowing for a flexible setup that can be different for each Master page.

  1. In the Rule types section of the Assignment section, select Dynamic.
  2. In the Event-based rules section, click Add rule
  3. 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 rulesFigure 2: Add an Event-based rule
  4. 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.
  5. 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.

    Note The 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

  6. Reorder the Event types to ensure they appear on your Master page in the order that you want. You can move a row up or down by clicking on the left side of the row and dragging to the position you want (Figure 3).
    Figure 3: Click and drag a row to reorder
  7. Click Save.

Rule-based assignment with Static 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. This means that you can only offer Event types that are associated with the Booking pages included on your Master page.

  1. In the Rule types section of the Assignment section, select Static.
  2. In the Distribution method section, select the method for distributing the bookings made on your Master page (Figure 4). Bookings can be distributed in one of three ways: Pooled availability, Pooled availability with priority, or Find member by time.
    Figure 4: Select a Distribution method
  3. Next, scroll down to the Included Booking pages section and select the Booking pages you want to include from the drop-down (Figure 5).  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 5: Add Booking pages
  4. Click Save.

Master pages with Event types first or Booking pages first 

  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 6). Only Booking pages that are associated with Event types can be selected.
    Figure 6: 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.

Master pages 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 7). Only Booking pages that are not associated with any Event types can be included in this Master page.
    Figure 7: Adding Booking pages to your Master page
  4. Click Save
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