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.

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 for each Master page.

When you use Dynamic rules, you can also generate one-time links which are good for one booking only, eliminating 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

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. 

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

TipYou can use the OnceHub for Gmail extension to schedule with general links directly from your Gmail account. You can generate links, copy them in a single click, and send them in an email. 

Learn more about OnceHub for Gmail

NoteThe 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 you defined.

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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