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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create a Scheduling Page

  • Updated:

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

  

Previous Step: Add a Scheduling Provider

  

 

Instructions

  1. Sign in to your site
  2. Navigate to Advanced Tools and click Calendar Bookings
    Calendar Bookings Menu.
  3. If needed, add a Calendar Provider
  4. Select Configure on the applicable provider
    Configure button on provider card.
  5. Click Create New under Scheduling Pages
    Create new button.
  6. Fill out the Event Information fields
    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. Click Create
    Create button.
  8. (Optional) Add an Event description
    Event description.
  9. Set the Availability
    Availability fields.
    • 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
  10. Click Save changes
    Save changes button.
  11. Configure Booking Options
    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.
  12. Click Save changes
    Save changes.
  13. If needed, configure Page Styles
    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.
  14. Click Save changes
    Save changes.

 

Next Step: Add a Scheduling Event to a Form

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