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 via 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.


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

  1. Create the Event types. 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. Then create a User account for each Team member.

  3. 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. Learn more about Booking pages

  1. Once you are done with the settings, create a Master page. Select Rule-based assignment in the New Master page pop-up (See Figure 1). Click Save & Edit.Figure 1: New Master page pop-up
  2. You now see the Overview section of the Master page. 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.

  3. Navigate to the Assignment section. This is where you create rules to determine how bookings will be assigned to Booking pages. In Rule types, the recommended option is Dynamic rules, where booking assignment is defined per Event type offered in your Master page. This allows for flexible setup that can be different per master page. With Static rules, bookings are assigned according to global settings. Meeting providers are determined by the existing associations between event types and booking pages.

  4. Customize the page's Labels and instructions and Public content.

You’re all done! You can view and test your Master page by clicking on the Customer link in the Share & Publish section of the Master page Overview.

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