Master page scenario: Rule-based assignment

When your Master page uses Rule-based assignment, you can set up specific rules to define which Team member is assigned to a booking. You can choose either Static or Dynamic rules

  • With Dynamic rules, booking assignment is defined per Event type offered on your Master page. Each Event type can be provided by a specific Booking page, or a member of a Resource pool, allowing you to dynamically assign bookings to your team. 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. This means that you can only offer Event types that are associated with the Booking pages included on your Master page. 

To create rules for how bookings will be assigned to Booking pages, navigate to the Assignment section of the relevant Master page.

Note

The Rule-based assignment Master page scenario does not work with Event types that have Booking with approval or Session packages enabled.

The Customer Scheduling flow

Figure 1: Rule-based assignment

First, Customers select an Event type. Then, they are presented with all available times. Once they select a date and time, the booking is automatically assigned to a Team member or members according to the rules defined by you.

Learn more about defining Static rules

Learn more about defining Dynamic rules

NoteIf there is only one Event type included in the Master page, the Customer skips selecting an Event type and moves directly to choosing a time slot.

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