Group Scheduling: Flexible Team Coordination

Modified on Wed, 28 Aug at 6:19 PM

Group scheduling calendars offer an efficient way to organize meetings with multiple team members by automatically coordinating their availability. This feature streamlines team collaboration and reduces the chances of missed communications or the need for rescheduling due to overlapping commitments.

However, there are scenarios where you may need to swiftly adjust an individual's schedule, such as removing them from a meeting or managing a large team where not every member needs to attend every session. This is where the Flexible Team Coordination feature comes into play!

To utilize this feature, go to your Calendars tab and click the "+New" button to set up an appointment.

New Appointment Setup


Choose the relevant Group Scheduling calendar and select the contact for the meeting.

Select Calendar and Contact


By default, all members included in the calendar will be selected. To remove a member, simply click the "x" next to their name.


Remove Team Members


Under the "Other Staff" section, you can add team members who aren’t part of the existing calendar setup.


Add Team Members


If a selected team member is unavailable at the scheduled time, the system will alert you by highlighting their name in red. You can then opt to choose another team member or set a custom time slot.


Unavailable Member Notification


Once all participants are confirmed, click on "Book Appointment" and then "Done!"


Final Appointment Confirmation


This feature allows you to maximize the use of a single calendar, providing you and your team with the necessary flexibility to add or remove participants with ease.




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