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Understanding Scheduling Pages
Understanding Scheduling Pages

How to use utilize each type of scheduling page for your needs

Updated over a week ago

Appointlet's scheduling pages offer significant booking and administrative flexibility for both teams and individuals. Whether offering meetings jointly or separately, team pages are great for coordinating between members using a single link. On the other hand, individual pages are ideal for booking with a specific person.

What Are Scheduling Pages?

Scheduling Pages are where people will go to book meetings with you or your team. Each scheduling page has its own link which you can share with clients.

When someone clicks the link and lands on your scheduling page they'll choose the thing they want to book (called a "meeting type"), pick a time slot, provide any required information on the intake form, and then confirm their booking.

Appointlet supports two types of scheduling pages so that clients can book with your team or just a specific person. We've outlined each below:

Team Pages

Team pages are meant for bookable services that can be hosted by multiple team members whether separately or together. Team pages must be created manually by an account admin and are useful in the following scenarios:

  1. Automatically assign a member to a meeting using round robin host assignment.

  2. Host meetings jointly between multiple members.

  3. Let attendees choose who they want to book with.

  4. Assign a different person to each meeting type while using a single scheduling link.

Any members assigned to either the "manager" or "admin" role can see and edit team pages. Anyone assigned to the "member" role will only see meeting types in their individual page and will not see any team pages.

Important: Free accounts may create only a single team page while premium accounts may create and manage as many team pages as needed.

Individual Pages

Individual pages belong to only a single member and cannot be used by others for scheduling. This is especially helpful in the following scenarios:

  1. Clients need to schedule directly with a particular team member.

  2. Only a single employee handles a certain type of service.

  3. Team members don't need to or shouldn't see each other's settings.

Members assigned to the "manager" or "admin" roles can see and edit other members' individual pages, but cannot receive bookings through them. Anyone assigned to the "member" role will see only their own individual page when they log in.

In the example above, you'll notice the "Pages" tab has been replaced with "My Page" where this member sees only the meeting types within their individual page.

When a client visits the link to an individual page, they'll automatically be assigned to the member the page belongs to.

Managing Individual Pages

When someone signs up for a new Appointlet account, they'll automatically receive their own individual page. If you choose to invite someone to your account, they'll automatically receive an individual page once they complete the setup flow.

Individual pages cannot be created manually, and can only be removed by deactivating the associated member in the Members menu. Reactivating a member will restore their individual page.

Admins: click here to learn more about individual page management.

Configuring Your Pages

All individual and team pages include a settings menu, where you can update the title, URL, welcome message, logo, and language. The title you configure here will display at the top of the live scheduling page that your clients visit.

We recommend naming individual pages according to the person they're assigned to, while giving team pages a title that reflects your business, department or services.

Note: Updating the title of an individual page will not change the name in the individual pages list in the dashboard. This list will always reflect the name of the person the page is assigned to.

Updating the scheduling page language will also update the language of the email notifications that are delivered to attendees.

Converting a Page from Team to Individual

Team pages can be turned into individual pages by managers or admins. This is a great way to set up pages and meeting types on behalf of new members.

To do this, select a team page and open the Settings menu. At the bottom of this menu, you'll find the "Convert to Individual Page..." option. In the modal that appears, you can choose which specific member should manage the page going forward.

Important: Converting a team page to an individual page will overwrite the selected member's existing individual page. Any members assigned to a converted team page will not carry over once converted.

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