Table of Contents

Event Type

  • Essentially, the meetings you want to schedule
  • Each event type has basic configurations such as name, duration, location, and availability and will generate its own unique link to share with attendees.
  • You can create individual events, or team events.

Advanced Event Type Configuration

Buffer time

  • The minimum amount of time between meetings (can be different for before and after)

Time-slot intervals (Advanced)

  • If the calendar is the pie and time-slot intervals controls the amount of slices that are available to be booked.
  • The default value is the length of the meeting. For example, a 30 minute meeting can be booked on the half hour and on the hour.
  • If you chose 5 minute intervals, then your 30 minute meeting would be available at start at 9:30, 9:35, 9:40, 9:45, 9:50…
  • If you chose 60 minute intervals, then your 30 minute meeting would be available to start at 9:00, 10:00, 11:00, 12:00…

Offset (Advanced)

  • The minute you can book on. For example, if you set the offset to 5 minutes, then all possible time slots start and end 5 minutes later.

Minimum notice

  • The earliest a booking is available
  • Default is 2 hours (i.e. someone can book on same day as long as there’s a 2 hour notice)

Add to calendar

  • Choose which calendar in your calendar provider to add to. For example, Outlook is a calendar provider, but you can have multiple calendars on Outlook (e.g. Personal, Team, etc.), so you can choose to add to your Personal or Team account.

Event name

  • While you can set a constant name that will always be used, you can also use variables in your event name.
  • Here is the list of variables:
Variable NameDefinition
{Event type title}The event type name
{Event duration}The event duration
{Organiser}Your full name
{Organiser first name}Your first name
{Scheduler}The full name of the person booking
{Location}The location of the event
{name}Name input
{email}Email input
{location}Location input
{title}Title input
{notes}Notes input
{guests}Guests input
{rescheduleReason}Reschedule reason input
  • You would refer to the variable with the {} in the title (ex. “Meeting at {Location}” would display as “Meeting at FSH Tech Office” if you set your event type location to FSH Tech Office)

Booking questions

  • Once someone has selected a time slot for an event, they’ll see a form of questions to fill out before they can confirm a meeting.
  • Questions can be optional or required.
  • Default questions:
    • Name
    • Email
  • You can create custom ones and also refer to them in the Workflows (see: Workflows)

Redirect

  • After a booking has completed, the attendee will be brought to the given URL.

Team Event Types

Collective

  • Only time slots where all team members are free will be shown. If no time slots are available across the team, you will receive an email warning.

Round Robin

  • Bookings will be given to hosts in an order so that it’s distributed evenly by default.
  • Advanced Configuration:
    • Fixed Hosts
      • These hosts selected are always present in the event
    • Priority
      • By default, all hosts are set to medium. If a host has a higher priority than the other available hosts at a given time, the meeting is given to them. Otherwise, it is chosen at random between the available hosts.
    • Enable weights
      • Weigh users so that the distribution is not even. Users are given percentages that represent the ratio of meetings that will be distributed.
      • Ex. if Edras has 100% and 5 meetings booked, and Kristen has 200% then meetings will be assigned to Kristen until 10 meetings has been reached

Managed Event (Advanced)

  • This event will be created and standardized for all members on the team to use.

Advanced Configurations

  • Common Availability
    • By default off, and shows the users any time slot that works based on all team members availability.
    • The specific availability schedule for this event type. The app will still only show time slots that is available for the team.
      • Ex. You can specify that this event can only happen on Monday even if your team is available the rest of the week

Workflows

  • Set up email or text messages to automatically send out based on these triggers:
    • Schedule…
      • Before event starts (minutes, hours, days)
      • After event starts (minutes, hours, days)
      • Note that scheduled emails or texts can only happen if there’s at least an hour before it is to be sent. Otherwise, the reminder is not sent.
    • When an event is booked
    • When an event is cancelled
    • When an event is rescheduled

Advanced Message Configurations

  • Templates
    • The calendar comes with two templates you can use automatically: Reminder and Rating
  • If you want to set a custom message, use the template “Custom”
  • Just like event names, there are a list of variables you can add to the template (see the Reminder or Rating template for an example on how they’re used)
Variable NameDefinition
{EVENT_NAME}The event type name
{EVENT_DATE}The event date
{EVENT_TIME}The event start time
{EVENT_END_TIME}The event end time
{TIMEZONE}The timezone of the person receiving
{LOCATION}The location of the event
{ORGANIZER_NAME}Organizer’s name
{ATTENDEE}The person booking’s name
{ATTENDEE_FIRST_NAME}The person booking’s first name
{ATTENDEE_LAST_NAME}The person booking’s last name
{ATTENDEE_EMAIL}The person booking’s email
{ADDITIONAL_NOTES}The additional notes of booking
{MEETING_URL}The event meeting conference URL
{CANCEL_URL}The URL to cancel the booking
{RESCHEDULE_URL}The URL to reschedule the booking
{RATING_URL_VARIABLE}The URL for Rating Feedback Form
{NO_SHOW_URL_VARIABLE}The URL for No Show Feedback