The Customer experience of categorized Event types in Booking pages

Categories can be used to organize a list of Event types into intuitive and functional groups. Categories can be used to group Event types by meeting type, group, location, etc.

If categories for Event types are visible to Customers, they will show up on your Booking pages as a separate step. This helps Customers better understand the available options, ensuring the correct Event type is booked. Booking pages with categorized Event types streamline the scheduling process and improve the overall scheduling experience for your Customers.

The scheduling flow of Booking pages with categorized Event types:

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  1. The first step in the scheduling flow is the category selection step. Here, Customers are presented with a list of categories. In the example shown below, categories are used to model the query type. 

    NoteIn Booking pages, the Selection instructions on the category step are "Please select a category". Category labels and selection instructions cannot be changed in Booking pages. If you would like to customize the Selection instructions you must create the scheduling scenario using a Master page. Learn more about the Customer experience when using categories in Master pages

  2. Once the category is selected, all Event types within the selected category are listed. Note, Event types that are not within a category will also be displayed in this step, regardless of which category the Customer selected.

    NoteIn Booking pages, the Selection instructions on the Event type step are "Please select an event type". Category labels and selection instructions cannot be changed in Booking pages. If you would like to customize the Selection instructions you must create the scheduling scenario using a Master page. Learn more about the Customer experience when using categories in Master pages

  3. Once the Event types has been selected, Customers will pick a date and time for the meeting, fill out the booking form and it’s done!
  4. The Category will always appear in the User notifications. The category will appear in the Customer notifications if they went through a Category selection step during their booking process.
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