Rule-based assignment: Dynamic rules

With ScheduleOnce, you can automatically distribute bookings to Team members according to rules you define. Rules can be defined for Master pages using Rule-based assignment, and can either be Dynamic or Static

TipWe recommend that when you create a new Rule-based assignment Master page, you 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.

In this article, you'll learn about using Dynamic rules.

Requirements

To set up a Master page with Dynamic rules, you must be a OnceHub Administrator

Setting up a Master page with Dynamic rules

  1. Create a Master page by clicking the Plus button  in the Master pages pane.
  2. In the Scenario field of the New Master page pop-up, select the Rule-based assignment scenario (Figure 1).
    Figure 1: New Master page pop-up
  3. Populate the pop-up with a Public name, Internal label, Public link and an image if you choose. Then, click Save & Edit. You'll be redirected to the Master page Overview section to continue editing your settings.
  4. Go to the Assignment section of the Master page.
  5. In the Rule types section, select Dynamic (Figure 2).
    Figure 2: Select Dynamic as the Rule type
  6. In the Event-based rules section, click Add rule
  7. Select which Event types will be offered in your Master page (Figure 3). For each Event type you want to add, you'll need to add a new rule. Master pages with Dynamic rules can only include Event types configured to Automatic booking and Single session. Learn more about conflicting settings when using Dynamic rules
    Figure 3: Add an Event-based rule
  8. Next, use the Primary team member drop-down to select who will provide your Event types. The Primary team member can be a specific Booking page or a Resource pool.
  9. If your Event type requires multiple Team members from your organization, use the Additional team members drop-down to add them.

    NoteThe same Resource pool cannot be selected as the Primary team member and as the Additional team member in a single rule. Learn more about conflicting settings when using Dynamic rules

  10. Reorder the Event types to ensure they appear on your Master page in the order that you want. You can move a row up or down by clicking on the left side of the row and dragging to the position you want (Figure 4).
    Figure 4: Click and drag a row to reorder
  11. Click Save and you're all set!

Scenarios with Dynamic rules

There are a wide variety of scenarios that Dynamic rules allow you to create. Here are some of the most common.

One-on-one meetings with prospects and Customers

When you conduct one-on-one meetings with prospects and Customers, you may have multiple Team members who are capable of conducting the meetings. For example, your Account Executives might be conducting product demos, or your Customer Success Managers might be conducting onboarding sessions. 

Using Dynamic rules, bookings can be automatically assigned to Team members in a Resource pool. Bookings will be assigned according to the distribution method you choose for the pool, whether via Round robin, Pooled availability, or Pooled availability with priority.

Meetings with multiple Team members simultaneously

You may offer meetings that require participation from multiple Team members from your organization. For example, a consulting firm might need a team of consultants to attend a meeting, or a university conducting admissions interviews might need multiple faculty members and professors to attend the interview. 

With Dynamic rules, you can create Panel meetings with multiple Team members. Each Panel meeting has a Primary team member who is the owner of the meeting. You can select any number of Additional team members to participate in the meeting. You can select specific Booking pages to participate in your meetings, or Resource pools to automatically assign a Team member. When Customers visit your Master page, they will only see availability for the possible panel combinations.

Was this article helpful?
Thank you for your feedback!