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Team scheduling set up (for admin)

Team scheduling allows you to can manage team scheduling and provide more availabilities for your clients.

Send invitation to team members

As the admin, you can invite other team members to join the team booking page:

  1. Click on Settings > Team members
  2. Here, you can click on Send Email Invite and enter team members' emails to send them an invitation or you can click on Copy Invite Link to send them an invitation link directly.
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3. Once team members receives the link, they can sign up to create their own CozyCal accounts and join the team booking page or create their own booking page.

Admin rights

As the admin, you have the rights to invite/delete new members, edit booking page settings, and manage other team members' availabilities, events and settings.

  1. Edit other team member’s availability
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Tip: You can quickly copy an event’s availability to other event types and team members.
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  1. View other team members' booked events on your calendar.
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  1. You can grant Admin rights to other team members as well.
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Team round-robin booking

Here’s an example of what a team booking page looks like: https://cozycal.com/hudson-law-group

There are three team members in Hudson Law Firm. If you click on event Initial Consultation the entire team's calendar will show up.

1) Not showing Choose Host page

When a guest clicks on Any availalbleright below the event title, the guest can select to see each team member’s availabilities.

When a specific team member is not selected, then booked appointments are assigned to staff in a round-robin manner.

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2) Showing Choose Host page

As the admin, you can have the calendar showing the Choose Host page.

Click on Availability Setting button, then the Host settings button.

You can select Show “Choose Hosts” Page.

If you still want to give guests the option to select a specific team member, check the box next to Show “Any available” option. “Any available” label can be customized to fit your business.

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Now once a guest selects a time slot, they will land on the Choose Host page.

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3) Round-robin scheduling only

If you only want round-robin team scheduling only, you can disable the Choose Host page.

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Display individual team members' events

Now click on the backwards arrow on the top left to go back to the main booking page. Instead of booking by event types, you can also set up in a way so guests can book events by team members.

If you click into Schedule with Meredith Finn, you will see that she has two appointment types Free Consultation andExisting Clients .

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Once an event is booked, the confirmation email will be sent to the booked team member’s inbox. Only the admin is able to see everyone’s booked events on his/her calendar dashboard.

Create individual booking pages under the same team

With the same account, you can create as many team booking pages as you want and invite other team members to join.

  1. Adding an individual booking page on behalf of a team member

For example, if you want to create an individual booking page for Alex Wright, you can follow the steps below. Please make sure that you select the right team for the new booking page.

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  1. Allow a team member to create their own booking page

If you want a team member to create their own booking page, you will have to grant them admin access first. Then they can follow step 1 above to create individual booking pages.

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Now, you'll see Alex Wright's individual booking page listed under the team Hudson Law Group.

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Team scheduling set up (for invitee)