Offering attendees the option to select their preferred host enhances their scheduling experience. While the default setting in Appointlet assigns a specific host for each meeting, the "User Chooses" feature provides a more personalized approach. It's especially handy for loyal customers looking to book with a favorite host or when you need to organize various hosts with different schedules under one meeting type.
Prerequisites
An active Appointlet account with at least one meeting type set up.
Multiple hosts or members associated with your account.
How It Works & Benefits
Enhanced Personalization: Attendees often appreciate the ability to pick their preferred host, making the scheduling process more tailored to their needs.
Efficiency: By allowing multiple hosts for one meeting type, attendees can opt for a host that suits their schedule, without the constraints of a single host's availability.
Flexibility: Each host can have a unique availability schedule, ensuring accuracy and preventing potential scheduling conflicts.
Setup & Configuration
1. Access the Meeting Type Editor
Navigate to the desired meeting type and click to open its editor.
Choose the Staff Members tab from the left navigation bar.
2. Configure the Host Assignment Option
Select "User Chooses." This action prompts attendees to choose a host before selecting a time slot.
3. Add More Hosts
To include additional members, click the “Choose Member” dropdown and make your selections. An “Add all members” option is also available for bulk additions.
4. Set Individual Availability for Hosts
By default, all members assigned to the meeting type will use the schedule configured in the Availability tab. If you'd prefer to assign your members to a custom schedule for this meeting type, click Add Custom Availability.
Testing Your Setup
Access the Live Scheduling Page
Use the View Live button, located near the top of the Pages tab.
Run a Test Booking
Select the meeting type you modified. You (and your clients) will be prompted to select a host before moving on to the time slot selector.
Complete the process by choosing a time slot and finalizing the meeting. This ensures you've booked with the selected host without clashing with other hosts' schedules.