Types of Calendars

Your CRM system offers a variety of scheduling options tailored to meet different needs. Let's explore each of these in detail.

Service Schedule

A Service Schedule is specifically designed to streamline the booking process for service-oriented businesses. With this type of calendar, users can create various services they offer, categorize them, and display all options in a single scheduling link known as the Service Menu.

This is particularly beneficial for businesses like med spas, hair salons, massage therapy centers, nail salons, and similar service providers.

This calendar allows clients to book multiple services for themselves or even combine services for a group (including their guests). It efficiently reserves a consecutive time slot for the total duration of all the selected services, and any applicable fees are automatically calculated.

Basic Schedule

As its name implies, a Basic Schedule is designed to bring two parties together at a mutually convenient time. Whether you’re arranging a casual coffee chat or a formal business meeting, this calendar helps find the perfect time for everyone involved. Although it's one of our original calendar options, it’s somewhat outdated. We suggest using the Round Robin calendar for more advanced features.

Round Robin Scheduling

Round Robin Scheduling serves as both a meeting scheduler and an incident assignment tool. It works by placing users in a loop, where incidents or appointments are assigned sequentially, ensuring an even distribution of tasks.

Use Case: Ideal for teams managing appointments, this feature helps distribute bookings among team members. There are multiple distribution settings available to suit your needs.

Group Event Scheduling

Group Event Scheduling is crafted for managing one-to-many events where multiple attendees can join a single booking. These calendars are perfect for organizing webinars, workshops, training sessions, or sports events. In this type of calendar, there is usually one organizer—such as a trainer or host—and you can set the number of attendees per session, with a maximum limit of 9,999 participants, though some venue-specific limitations might apply.

Collaborative Scheduling

Collaborative Scheduling allows you to book meetings that require the availability of multiple team members. This feature combines the availability of individual team members into a shared calendar, making group scheduling straightforward. It’s perfect for collaborative tasks like sales calls, technical support sessions, or group interviews.