Multiple Team members accepting appointments with Event types using Rule-based assignment

You can use ScheduleOnce to accept bookings for multiple Team members with multiple Event types. Team members can be accessed via one Master page, or independently through their individual Booking pages. Learn more about User management

Bookings made on a Master page can be either automatically assigned to Team members according to rules you define, or assigned based on the Customer’s selection. In this article, we will talk about Rule-based assignment.

Important

ScheduleOnce recommends that you use Rule-based assignment. You should always use Dynamic rather than Static rules. Dynamic rules give you more flexibility, allowing you to create rules and associations that can be different for each one of your Master pages.

Requirements

You must be a OnceHub Administrator to set up this scenario.

How to set up

  1. Create the Event types you require. If you want to work in Automatic booking mode, make sure to select it in the Scheduling options section of each Event type. You can also work in Booking with approval mode.

    Note:If you want to automatically assign bookings, you must use Automatic booking mode.

  2. Click on your profile image or initials in the top right corner and select Users
  3. Create a User account for each Team member.
  4. You can create a Booking page for each Team member and make the Team member the Owner of the page. Alternatively, you can leave it to the Team members to create their own Booking pages.
  5. Once you're done with the settings, create a Master page. Select Rule-based assignment in the New Master page pop-up (Figure 1).
    Figure 1: New Master page pop-up
  6. Click Save & Edit.
  7. You'll be redirected to the Master page Overview section. This section gives you a summary of your Master page’s main properties. Here you can edit the Master page’s Theme and Locale, as well as access its Share & Publish options.
  8. Go to the Assignment section. This is where you create rules to determine how bookings will be assigned to Booking pages. 
  9. In Rule types, select Dynamic.
  10. Customize the page's Labels and instructions and Public content.

You’re all set! To test your Master page, go to the Master page Overview and make a test booking by using the public link in the Share & Publish section. 

Tip

When you use a Master page using Rule-based assignment with Dynamic rules, you can generate one-time links which are good for one booking only.

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 using one-time links

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