Use this feature if you want to require multiple Users or Team Members to attend a single appointment booked on your Scheduling Page.
This is set up in the first stage of the scheduling page creation process, under “Who from your team will attend?”.
The steps below will show you how to add and require multiple Users or Team Members to a single booking:
Under Who from your team will attend?, choose Multiple Team Scenario. Note: If you select this option, at least one team member must be specified as required or in rotation. |
|
DISCRETIONARY: By default, this option has only one required User, the booking link creator. If the creator of the booking link should not be included, you will need to remove the User by clicking the ‘x’ next to the User’s name before adding the Users or Team Members who should be included. |
|
Click inside the Add User box in the newly added User section. Select the User you would like to add from the dropdown list that appears. Next, click the dropdown arrow on the second box and select is required and must attend from the list. Click the Add button. If you would like to add more Users, repeat these steps until you've added all Users or Team Members who will be attending a single booking. |
It is important to note that for an appointment slot to open up in your Scheduling Page, the Users or Team Members who have been added and are required to attend a single appointment must all be available and not have a conflicting event in their individual calendars. |
See also:
Comments
0 comments
Article is closed for comments.