Collective Bookings Calendar Overview
Collective Booking is a powerful feature in Stack that simplifies scheduling meetings with multiple team members. By integrating each team member's availability into a shared calendar, it ensures seamless group interactions. This is ideal for collaborative activities such as sales calls, technical support sessions, or group interviews.
What are Collective Bookings?
Collective bookings offer an efficient way to schedule meetings involving multiple participants. This feature synchronizes the schedules of different team members, providing a unified time slot that suits everyone. It combines individual calendars to facilitate group bookings.
This functionality is particularly useful in various scenarios, such as:
- Dynamic sales calls involving an account executive and a sales development representative (SDR)
- Complex technical support calls requiring both a customer support representative and an engineer
- Insightful interviews with a recruiter and a hiring manager
Setting up a collective booking calendar in Stack is straightforward:
- Navigate to Calendars ➝ Calendar Settings.
- Click Create Calendar and select Collective Booking.
- Enter the necessary details like the calendar name, team members involved, a custom URL for the calendar, and a meeting location.
Once these details are confirmed, your Collective Calendar is ready to use.
Primary Owner
A unique aspect of Collective Booking is the 'Primary Owner'. This individual leads the appointment and is assigned contacts if contact assignment is enabled. Typically, the first team member added becomes the Primary Owner, but this can be changed for greater flexibility.
Notifications and Payments
All team members receive notifications when an appointment is booked, ensuring everyone stays informed. If payment capabilities are enabled, users must complete the payment before the appointment is confirmed, ensuring a smooth and secure transaction process.
Frequently Asked Questions
Q: How many team members can I add to a single collective booking calendar?
A: You can add up to 100 team members to a collective calendar. However, note that more team members might reduce the availability of common time slots.
Q: Do payments work in Collective Booking?
A: Yes, payments are supported in Collective Booking.
Q: Can I use collective booking for virtual appointments?
A: Absolutely! Collective booking can be used for both virtual and physical appointments. Just ensure you enter the correct details in the Meeting location field.
Q: Can I remove a team member from an existing collective booking calendar?
A: Yes, you can remove any team member except for the Primary Owner. To remove the Primary Owner, change the ownership first.
Q: I changed the primary owner, but existing appointments still show the old owner. Why?
A: Existing appointments reflect the settings at the time they were booked. Changes will apply to new appointments.
Q: Can I change the Primary Owner for an already-booked appointment?
A: No, you cannot change the details of an already booked collective appointment.
Q: Can I edit or reschedule a booked collective appointment?
A: Yes, you can edit the details of a collective booking appointment, but you cannot change the team member details for the booked appointment.