Four calendar types, and which job each one fits
Reference rather than persuasion. What each calendar type is for, and how any of them sits alongside the calendar you already use.
Watch
What it does
Which one to use
Single event for one person
You and one customer, one slot. The right default for a quote visit or a consultation, and the one most trades need.
Round-robin shares a team out
Bookings spread across whoever is available, so one person does not take every job that comes in on a Monday.
Group and class hold many at once
One slot, several attendees, with a cap you set. Useful for a training session; wrong for a site visit.
How it works
Choosing and syncing
- Start with a single event calendar unless you have a team.
- Add round-robin when more than one person can do the work.
- Use group or class only where several people share the same slot.
- Sync each one to the calendar you already keep, so nothing double books.
Worth knowing
Worth knowing
- Choosing wrong is fixable but disruptive. Links already sent to customers point at the calendar you replace.
- Syncing works both ways only if you set it up that way. A one-way sync will let someone book over a personal appointment.
- More calendar types means more to maintain. Two well-kept beats five half-configured.
Related
Related
Calendar and booking
The whole loop, if you have not set any of this up yet.
The booking link in use
What the customer sees, whichever type you picked.
Workflow automation
What a booking on any of these can trigger.
Check which type you have
Log in, open Calendars, and confirm the one your link points at is the type you meant.