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Creating Calendars with Multiple Team Members Availability

This video show you how to create a calendar that multiple team members can be booked through, and set it up to only have slots open based off each team members individual availability.
PK
Paula Kristina
Updated 1 year ago


This article will explain how you can set up a calendar with multiple team members who have different availability.

 

Navigate to Settings > My Staff. Here is where you can see all of your staff members listed and edit their availability.

 

Update the availability of an existing staff member:

  1. Click on the ‘edit’ button to the right of the staff member you wish to update



  2. Click into ‘user availability’




  3. You then have the option to select/unselect the days this staff member works

  4. You can then also update the specific hours they work between on each day

  5. Once this is updated, click ‘save’

  6. Repeat as necessary for any staff members you need to update.

 

Adding a new calendar and adding your staff members to the calendar:

  1. Navigate to Settings > Calendars

  2. Click on ‘Create Calendar’

  3. Select ‘Round Robin’. This calendar type will allow you to add multiple team members to the same calendar

  4. Add in your calendar name

  5. Select the team members you wish to add to the calendar

  6. Type in your custom URL path and the meeting duration

  7. Set your booking availability. This is a wide window of availability. You just want to make sure the availability of your staff members assigned to this calendar is going to fall within this

  8. Click through to ‘Advanced Settings’

  9. Click through to ‘Availability’

  10. Here you have the meeting interval (the amount of time between booking slots as shown on your calendar), the meeting duration (how long you meeting will go for), minimum scheduling notice (the minimum notice period before someone can book an appointment), date range (how far in advance appointments will show on your calendar), maximum bookings per day (how many bookings you can accommodate per day), maximum bookings per slot (how many appointments each staff member can accommodate per slot), buffer time (the time in which you would require between appointments in case you were to go over a booking time). You can update these settings here as you see fit

  11. Save and close. Your calendar has now been created and will reflect the availability of the team members you have added to the calendar.

 

Note: if you have multiple people assigned to a calendar and they have overlapping availability, when an appointment is booked, the booking will be assigned to the best available team member and that same time slot will then still be available to be booked again as you have another team member that can fill a separate appointment at that same time.

 


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