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Create scheduling links

Scheduling Links are the equivalent of Calendars. Once you set it up and share it with your members, they will be presented with a Calendar where they can book an appointment, meeting, event,... with you.

Navigate to Content > Scheduling Links.

Click on Create scheduling link, then give it a name, description, and duration, and choose Individual, then the owner of the calendar.

You are now presented with the scheduling link setup page:

You'll be able to edit the following settings:

  • Name: shown on the Scheduling Link page.

  • Description: shown on the Scheduling Link page.

  • Duration: how long would you like the duration of the events to be.

  • Availability: select a default availability preset or set up a custom availability.

  • Create events on: tell us which calendar we should use to add events scheduled through this link.

  • Location: you can choose between None, a Zoom event (if you have an active integration with Zoom we will automatically create the event on Zoom for you too!), or a Custom URL.

  • Redirect to a custom URL after booking. It can be anywhere inside or outside of Simplero.

  • Additional event info: shown in email notifications and the event page after someone has scheduled an event.

  • Automations: add any automations you’d like to start/stop to contacts that schedule/cancel an event through this scheduling link.

  • Overriding your default preferences:

    • Create events on: No calendar (we don't save the event on any calendar), your Google calendars.

    • Event name: used in email notifications, the event page after someone has scheduled an event, etc.

    • Buffering rules to give you some time before and after booked events.

    • Minimum notice to book an event.

    • Limit how far in the future someone can book for an appointment with you.

    • Limit how many events can be created per period: max per day, per week, and per month.

Master Scheduling Links

Now that you are familiar with Individual Scheduling Links, let's jump into the next scheduling level. Create master scheduling links to combine multiple admins' availabilities. 

Round robin

It allows you to present users with the union of all the scheduling links availabilities added to the Round-robin scheduling link.

For example. You have a team of 2 Concierge members and you'd like to allow your customers to book with any of them. 

In that case, you would create a Round-robin scheduling link and add all three concierge members individual scheduling links to join their availability.

1. Create a Scheduling link for each of your team members.

2. Create a Round-robin scheduling link.

3. Add your team members scheduling links to the Round-robin scheduling link. You'll see that both members availabilities are now showing on the calendar availability presets.

When you book it will determine who's available at that time and assign the event to that person.

Collective

In this case, we will only show the matching availability of every scheduling link added to the Collective link.

If we continue with the example above, let's say you'd like now to offer your customers the option to schedule an event with both team members simultaneously. In that case, the calendar will only show as available those time slots where both admins are available to take an appointment.

1. Create a Scheduling link for each of your team members if they don't have one yet.

2. Create a Collective scheduling link.

3. Add your team members scheduling links to the Collective scheduling link. You'll see that only when both members are available are now showing on the calendar availability presets.

You now have the option to set the organizer of the event:

When you book it will assign the event to the organizer and will use their scheduling link location.

Admins that aren’t the organizer will be treated as participants in the event.

They will receive either a notification from the organizer's google calendar (assuming they have it set up through Google Calendars), or from Simplero if they are not using a Simplero calendar to create events on.

Note! Master Scheduling links are only available on Scale and Skyrocket plans.

Editing your default preferences

Navigate to your Simplero profile > Scheduling.

Last updated 14 Jul 2023.
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