2+ User Appointments

If you want to share a link with a customer, and allow the customer to see the availability for 2+ users at a time, and book those users… You can follow the steps below.

Use cases:

HR Team is sharing a link to book 1 candidate with an HR manager and a Sales manager. HR manager shares 1 link with the candidate. The candidate will see the combined availability for both users (SM and HRM), books an appointment that will then book both users.

Financial Advisor: Admin sends e-mail to high net worth clients to book an appointment with a Junior Advisor and Senior Advisor. Client will receive a link, they will see only the times that are available for both JA and SA, and pick a time. Once the client books, the appointment will be booked on both the JA and SA calendars.

Instructions:

1. Click on the Gear Icon on top right, then choose 'Settings'
   
2. Click on '2+ user appointments' in left menu.
3. Click '+ New Team Appointment Type'
4. Add the Name of the appointment, add a description (both included in email confirmations, etc)
5. Add a duration and buffer time.
6. Choose which users will be in the meeting.
7. Then click to add an appointment now or later.
8. If you choose later, you can click to “Invite”. You will see an email pop up that you can use to send the customer and email.
   

   Alternatively, you can copy the link and paste it in your own email, website, or otherwise.
   

9. Once the customer receives and clicks on the link, they will see a calendar that displays the combined availability for all users assigned.
   
   
10. Example:
    1. User 1 is available at 9a, 10a and 11a
    2. User 2 is available at 10a, 12a and 2p.
    3. The customer would only see a 10 available.
    4. Once the customer books the 10, both user calendars will be booked, the appointment will block in our system, sync to the users personal calendar and all emails/reminders will be sent accordingly.