Scheduling Groups

A scheduling group is a team booking page that allows customers to schedule appointments with any available team member.

Overview

Use scheduling groups when you have multiple people who can handle the same type of appointment. For example:

• Sales Team - Multiple salespeople available for consultations
• Design Team - Several designers for project discussions
• Service Department - Technicians for service calls

The system automatically routes customers to available team members based on your chosen load balancing strategy.

Accessing Scheduling Groups

1. Go to Settings > Public Scheduling Groups
2. View existing groups or create new ones

Permission Required

You need the Company Setup permission to manage scheduling groups.

Creating a Scheduling Group

Step 1: Create the Group

1. Click Create Group
2. Enter a name (e.g., "Sales Team")
3. The URL slug auto-generates from the name (e.g., sales-team)
4. Click Save

Step 2: Configure Settings

Setting	Description	Default
Name	Display name shown to customers	Required
URL Slug	URL path (e.g., sales-team)	Auto-generated
Description	Shown on the public booking page	None
Load Balancing	How customers are routed to team members (details)	Least Busy
Require Project Type	Customer must select a project type before booking	Yes
Route Returning Clients	Automatically show returning customers their previous team member	Yes
Use Appointment Options	Enable appointment type selection during booking	No
Lead Intake Form	Custom form displayed during booking	Basic contact form
Email Template	Confirmation email template	Default template
Status	Active or inactive	Active

Lead Intake Form and Project Type

If you enable Require Project Type on this scheduling group, do not add the Project Type field to your Lead Intake Form. The scheduling group handles project type selection during the booking flow, so adding it to the form would create a duplicate or conflicting selection step.

Step 3: Add Team Members

After saving the group, add team members who will receive bookings.

Returning Client Routing

When Route Returning Clients is enabled:

1. System recognizes returning customers by email address
2. Shows their previous team member's availability first
3. Falls back to regular load balancing if that person is unavailable

This helps maintain relationships and provides continuity for repeat customers.

Branding

Customize the appearance of your booking page:

Setting	Description
Primary Color	Main color for buttons and links
Secondary Color	Accent color for highlights

Leave empty to use your company branding defaults.

Per-Group Branding

You can set different colors for each scheduling group. This is useful if you have different brands or divisions within your company.

Deactivating a Group

To temporarily hide a booking page:

1. Open the scheduling group
2. Change Status to Inactive
3. Save changes

The public URL will show a "not available" message. Reactivate by changing status back to Active.

Deleting a Group

1. Open the scheduling group list
2. Click the Delete icon on the group
3. Confirm deletion

Permanent Action

Deleting a group removes it permanently. Existing bookings made through this group remain on team members' calendars.

Next Steps

• Add team members to your scheduling group
• Choose a load balancing strategy
• Share your booking link