Creating Collective Booking Calendars

TABLE OF CONTENTS

• Set Calendar Primary Owner
• How would the Notifications work?
• Payments

1. Go to Calendars ➝ Calendar Settings
2. Click on "Create Calendar"
3. Select "Collective Booking"

1. Add the mandatory details for this calendar
   1. Calendar Name
   2. Select Team members (A minimum of 2 team members are required for a Collective Calendar)
   3. Custom URL
   4. 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.
2. You can click on "Confirm" and your Collective Calendar will be created.

3. To customize the Calendar Settings, you can either click on the "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 would lead the appointment. The primary owner would also be the Appointment owner, and if the contact assignment is enabled then 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. 

Change Primary Owner

To change the Primary owner:

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

4. 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?

Payments