Team scheduling allows you to can manage team scheduling and provide more availabilities for your clients.
- Send invitation to team members
- Admin rights
- Team round-robin booking
- Display individual team members' events
- Create individual booking pages under the same team
Send invitation to team members
As the admin, you can invite other team members to join the team booking page:
- Click on Settings > Team members
- Here, you can click on
Send Email Inviteand enter team members' emails to send them an invitation or you can click onCopy Invite Linkto send them an invitation link directly.
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.
- Edit other team member’s availability
On the Edit Schedule modal, you can see the list of event types and team members to which this schedule Team weekly schedule has been applied to:
- View other team members' booked events on your calendar.
- You can grant Admin rights to other team members as well.
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.
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.
Now once a guest selects a time slot, they will land on the Choose Host page.
3) Round-robin scheduling only
If you only want round-robin team scheduling only, you can disable the Choose Host page.
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 .
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.
- 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.
- 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.
Now, you'll see Alex Wright's individual booking page listed under the team Hudson Law Group.
