Creating Collective Booking Calendars

Steps to Create a Collective Booking Calendar

1. Go to Calendars ➝ Calendar Settings

2. Click on "Create Calendar"

3. Select "Collective Booking" Add the mandatory details for this calendar:
   
   

   • Calendar Name
   • Select Team members (A minimum of 2 team members are required for a Collective Calendar)
   • Custom URL
   • Meeting Location - This is not mandatory but recommended. If no meeting location is added, then the Custom Meeting location for the primary owner would be taken as default.
   • You can click on "Confirm" and your Collective Calendar will be created.

Customizing Calendar Settings

To customize the Calendar Settings, you can either click on "Go to advanced settings," or once the calendar creation is done, you can click on Edit calendar which would take you to the advanced settings.

Set Calendar Primary Owner

A primary owner in Collective booking would be that team member who leads the appointment. The primary owner would also be the Appointment owner, and if the contact assignment is enabled, the contact would get assigned to the primary owner.

• By default, the first team member added to the collective booking would be made the primary owner, and the primary owner in the Collective booking cannot be deleted.

Changing the Primary Owner

To change the Primary owner:

1. Go to Advanced Settings/Edit Calendar ➝ Meeting Details
2. You would see the option "Make owner" next to all the team members who are not currently the Primary owner.
3. Click on "Make owner" next to the team member whom you want to make Primary Owner.

The owner would change as shown below and would be indicated with the "Owner" label next to them.

Please Note: A Primary owner cannot be deleted from the collective booking calendar. To delete a team member, please ensure that the team member is not the Primary owner.

How would the Notifications work?

Only the assigned user will receive the email notification. However, all the Users would receive a calendar invite notification from their third-party integrated calendars (Google, Outlook, iCloud).

Payments

Payments would continue to work for Collective Booking if they are enabled for the Calendar, where the user would have to make the payment first, and once the payment is confirmed, only then would the appointment be booked.