Groups are used by Accounts with multiple users to provide a unified calendar view of events across several different Users. Groups are typically used to expose availability for an entire team where anyone in the team can successfully take the meeting, for example a team of inside sales reps performing product demos. See our support section for more details on how groups fit in with other Appointment.one components.
A Group's general configuration is very similar to that of an Event, having common components like:
- Name - This name is visible to all members of the team within the Dashboard and is also publicly visible to anyone with whom your share your Account link. Make this descriptive enough so your customers know why they're selecting this Group activity versus another one.
- URL - This defines the unique web address to directly access this event and is something that many customers share widely. Make this descriptive such as keying with the duration
- Duration - This is then number of minutes that the appointment is scheduled to last. Note that this duration supersedes that defined by an underlying individual Event.
The additional required options are:
- Members - Each group must have one or more members added to it.
- Select a member from the drop down menu to add them.
- Priority - optional Set priority for the member. Higher priority members are always chosen prior to lower priority group members if both are available. This is typically used to add overflow capacity to a group (team manager as a lower priority member to assist when the rest of the staff is fully booked).
- Event - Select the user's event that should be tied to this group.
Advanced configuration changes are optional. They include:
- Group Visible - By default this is enabled which makes the Group URL publicly discoverable from your primary URL. Disable this to change visibility to unlisted. Unlisted groups can only be accessed when you share their unique link.
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