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Create a New Collective Appointment Type

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Bytimothy A
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Overview: 

Creating a new collective appointment type allows you to schedule sessions that involve multiple users and participants working together. This helps coordinate team-based appointments, manage shared resources, and streamline group scheduling efficiently.

Follow these steps to create a new collective appointment type:

Step 1: On your Dashboard, navigate to the Appointment Types tab under the Calendar section.
Step 1: On your Dashboard, navigate to the Appointment Types tab under the Calendar section.

Step 2: Click the +Create New button.

Step 2: Click the +Create New button.

Step 3: Select the Collective event type. This is an event with multiple hosts. Let invitees pick a time when you’re all available. Then, click the Create button.

Step 3: Select the Collective event type. This is an event with multiple hosts. Let invitees pick a time when you’re all available. Then, click the Create button.
Step 4: A pop-up appears, allowing you to add or remove users who are part of the event. Click Update when you’re done.
Step 4: A pop-up appears, allowing you to add or remove users who are part of the event. Click Update when you’re done.

Step 5: Fill in the details, including whether the appointment type is free or paid, creating a public name and private name, assigning it to a folder, setting the location, and adding a description.

Step 5: Fill in the details, including whether the appointment type is free or paid, creating a public name and private name, assigning it to a folder, setting the location, and adding a description.

Step 6: You can customize the appearance by showing or hiding business info in the settings, setting the appointment type color and display color, and adding a logo. When done, click Next.

Step 6: You can customize the appearance by showing or hiding business info in the settings, setting the appointment type color and display color, and adding a logo. When done, click Next.

Step 7: You can edit the hosts from here and add more hosts and a location. Collective events are scheduled only when all hosts are available. Then, click Next to continue.

Step 7: You can edit the hosts from here and add more hosts and a location. Collective events are scheduled only when all hosts are available. Then, click Next to continue.

Step 8: Now you can customize your availability by setting a date range, event duration, and choosing your availability for each host, either by using your existing schedule or setting custom hours.

Step 8: Now you can customize your availability by setting a date range, event duration, and choosing your availability for each host, either by using your existing schedule or setting custom hours.

Step 9: Continue by setting a buffer time before or after the appointment. You can also add additional rules for your availability. When done, click Next.

Step 9: Continue by setting a buffer time before or after the appointment. You can also add additional rules for your availability. When done, click Next.

Step 10: There are additional options, such as Invitee Questions or adding your own custom questions. Click Next when you are done.

Step 10: There are additional options, such as Invitee Questions or adding your own custom questions. Click Next when you are done.

Step 11: You can customize the notifications and cancellation policy. Toggle email and text reminders on or off, add an email follow-up, and set your cancellation policy. When done, click Next.

Step 11: You can customize the notifications and cancellation policy. Toggle email and text reminders on or off, add an email follow-up, and set your cancellation policy. When done, click Next.

Step 12: Customize actions after submission by choosing what happens immediately after booking completion, such as showing a video on the confirmation page, assigning to a user, or adding automations. When done, click Finish to finalize your Collective appointment type.

Step 12: Customize actions after submission by choosing what happens immediately after booking completion, such as showing a video on the confirmation page, assigning to a user, or adding automations. When done, click Finish to finalize your Collective appointment type.

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