Skip to main content

Creating Collective Booking Calendars

Updated
  1. Go to Calendars ➝ Calendar Settings
  2. Click on "Create Calendar"
  3. Select "Collective Booking"



  1. Add the mandatory details for this calendar
    1. Calendar Name
    2. Select Team members (A minimum of 2 team members are required for a Collective Calendar)
    3. Custom URL
    4. Meeting Location - This is not mandatory but recommended. If no meeting location is added, then the Custom Meeting location for the primary owner would be taken as default.
  2. You can click on "Confirm" and your Collective Calendar will be created.


3. To customize the Calendar Settings, you can either click on the "Go to advanced settings," or once the calendar creation is done, you can click on the Edit calendar which would take you to the advanced settings.

 

 

Set Calendar Primary Owner

In Collective Booking, the primary owner is the team member responsible for leading the appointment. This individual also serves as the Appointment Owner. If contact assignment is enabled, the contact will be assigned to the primary owner.

By default, the first team member added to a Collective Booking is designated as the primary owner. Once assigned, the primary owner cannot be removed from the booking.

 

Change Primary Owner

 

To change the Primary owner:

  1. Go to Advanced Settings/Edit Calendar ➝ Meeting Details
  2. You would see the option "Make owner" against all the team members who are not currently Primary owner
  3. Click on "Make owner" against the team member whom you want to make Primary Owner


4. The owner would change as shown below and would be indicated with the "Owner" label next to them


Please Note:

A Primary owner cannot be deleted from the collective booking calendar. To delete a team member please ensure that the team member is not the Primary owner

How would the Notifications work?

Only the assigned user will receive the email notification. However all the Users would receive a calendar invite notification from their third party integrated calendars (Google, Outlook, iCloud).

 

Payments

For Collective Booking, payments will remain functional as long as they are enabled for the Calendar. In this setup, the user must complete the payment first, and the appointment will only be booked after the payment has been successfully confirmed.