Create a Scheduling Page

Scheduling Pages can be added for specific providers. The scheduling page allows you to configure the details for the event or appointment that people can book. 

There are three types of scheduling methods:

• Standard booking: When a scheduling page is configured as a standard booking, it can only create events in a single calendar. When comparing availabilities against other calendars, the scheduling page will only show times when all calendars are available.
• Round-Robin Maximise Fairness: Round-robin maximise fairness will allow you to create multiple participant calendars. To add more participants, they will need to be configured as providers in your account. Round-robin maximise fairness will then rotate through the chosen list of participants, highlighting the one with the fewest recent bookings to ensure a fair allocation of tasks.
• Round-Robin Maximise Availability: Round-robin maximise availability will allow you to create multiple participant calendars. To add more participants, they will need to be configured as providers in your account. It cycles through a selected list of participants, giving priority to those with the least number of recent bookings, while ensuring that as many time slots as possible are accessible.

Instructions

1. Sign in to your site
2. Navigate to Advanced Tools and click Calendar Bookings
   
   
3. If needed, add a Calendar Provider
4. Select Configure on the applicable provider
   
5. Click Create New under Scheduling Pages
   
   
6. Fill out the Event Information fields
   
   
   • Event Title: Add a name for the new event
   • Event Duration: Set the length of the event in minutes or hours
   • Event Meeting or Location: Specify where the event will take place
7. Select the Calendar where you wish to add event bookings
   
8. Choose the Scheduling method for the event
   
   

   • Standard booking: Allows 1-on-1 bookings or bookings with additional participants.

   • Round-Robin Maximise Fairness: Rotates through the list of participants you select, displaying the participant with the fewest recent bookings.

   • Round-Robin Maximise Availability: Rotates through the list of participants you select, prioritizing participants with the fewest recent bookings. It makes as many time slots available as possible.

9. Click Create
   
   
10. (Optional) Add an Event description
    
    
11. Set the Availability
    
    
    • Book to this calendar: Select the calendar where you want to add event bookings.
    • Connected Calendars: Select the calendars to use for checking your availability.
      
      Note: Check availability across one or more calendars. If you select multiple calendars for a participant, the participant must be available across all of their calendars to be considered available.
    • Default Open Hours: Choose the timezone, days of the week, and the time range that events can be added
12. Click Save changes
    
    
13. Add and manage Participants
    
    
    • Add Participants: Select the plus icon to add participants to the event. If using a round-robin scheduling method, the participants will pull from this list.
    • Participant open hours: Toggle on to choose open hours for the participants. If not set, the default open hours will be used to calculate availability for this participant.
14. Configure Booking Options
    
    
    • Scheduling method: Select a scheduling method for the event

      • Standard Booking: Allows 1:1 bookings, or n:1 bookings with additional participants.

      • Round-Robin Maximize Fairness: Rotates through the list of participants you select, displaying the participant with the fewest recent bookings.

      • Round-Robin Maximize Availability: Rotates through the list of participants you select, prioritizing participants with the fewest recent bookings, but making as many time-slots available as possible.

    • Buffer time: Require empty buffer time before and after an event (the scheduler does not book the buffer time).
    • Event limits: If needed, set event limits
      
      • Minimum booking notice: The minimum amount of time in the future that a new booking can be made.
      • Limit future bookings: The limit on how far in the future bookings can be made.
      • Minimum cancellation notice: The minimum amount of time required to cancel a booking.
      • Cancellation policy message: Attendees receive this message if trying to cancel the event. Attendees are asked to provide a reason for cancellation.
    • Time slot settings: Select the time slot interval and the rounding type.
      • Default: Time slots will be rounded to the nearest quarter-hour.
      • Interval rounding: Time slots will begin at times rounded to the interval value.
15. Click Save changes
    
16. If needed, configure Page Styles
    
    
    • Page name: By default, Scheduling Pages use your user name as the Page name. The Page name is displayed in the top-left corner of the calendar view.
17. Click Save changes