ScheduleOnce recommends that you use Rule-based assignment for multiple Team members accepting appointments with Event types. 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 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 assignment based on the customer's selection.
You must be a ScheduleOnce Administrator to set up this scenario.
Note:If you want to automatically assign bookings, you must use Automatic booking mode.
Click on your profile image or initials in the top right corner and select Users. Then create a User account for each team member.
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
Once all Event types are created and all Booking pages are created you can go to the Event types section in each Booking page to add Event types to the page. Alternatively, you can ask each user to add Event types to her/his Booking page.
Create a Master page. If you do not want to use Rule-based assignment to automatically assign to bookings and want Customers to select the resource they need, select one of the other three options in the New Master page popup (See Figure 1). These are Event types first, Booking pages first, or Booking pages only. Click Save & Edit.
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.
In the Assignment section, select the Booking pages to add to the Master page.
When you have many Team members, you might want to add Tags to your Booking pages so that Customers can find the person with whom they need to book time in a fast and efficient manner. Tags enable Customers to filter Booking pages by keywords. Learn more about Tags
In addition, you can use Categories to organize your Booking pages or Event types. Categories enable you to better model your scheduling scenarios. They are an important way to organize information so the Customer experiences a simple decision process. This results in a booking process that is faster, easier to navigate, and creates a better overall scheduling experience for your Customers. Learn more about Categories
You’re all done! If you wish to test your new Master page, click on the Customer link in the Share & Publish section of the Master page Overview.