LeadDec introduces the innovative Collective Booking feature, designed to enhance your scheduling capabilities by enabling meetings with multiple team members simultaneously. This feature is perfect for dynamic sales calls, comprehensive technical support sessions, and insightful interviews, where collaboration between multiple team members is key to success.
How Collective Booking Transforms Your Scheduling Process
Collective Booking revolutionizes how appointments are arranged by combining the availability of multiple team members into a single, shared calendar. This means when clients or colleagues look to schedule an appointment, they're presented with time slots that account for the collective availability of the designated team members, ensuring a harmonious meeting time with minimal back-and-forth.
Setting Up Your Collective Booking Calendar:
Creating Your Calendar:
Navigate to Calendars → Calendar Settings.
Select "Create Calendar" and then choose "Collective Booking."
Customizing Your Calendar:
Enter a memorable Calendar Name.
Select at least 2 team members to include in this Collective Calendar.
Customize your Calendar URL and, if desired, set a default Meeting Location.
Finalizing Your Calendar:
Confirm your settings, and voila, your Collective Calendar is ready to use. Advanced settings can be further customized by selecting "Go to advanced settings" or editing the calendar after its creation.
Understanding Primary Ownership in Collective Booking:
The Role of a Primary Owner: The designated lead for appointments made through the Collective Calendar, typically responsible for coordination and main point of contact.
Changing the Primary Owner: This can be easily adjusted in the Advanced Settings/ Edit Calendar under Meeting Details by selecting "Make owner" next to the desired team member's name.
Please Note: A Primary owner cannot be deleted from the collective booking calendar. To delete a team member please ensure that the team member is not the Primary owner
Notable Points Regarding Collective Booking:
Notifications: All team members involved in a Collective Booking will receive notifications upon the booking of an appointment, with the content remaining consistent with existing calendar settings.
Payments Integration: If enabled for the Calendar, payment must be completed before the appointment confirmation, following the standard payment procedure.
FAQs to Guide You Through Collective Booking:
Limit on Team Members: Up to 100 team members can be included in a single Collective Booking calendar, although more members may reduce the availability of common free slots.
Virtual and Physical Appointments: Collective Booking caters to both, ensuring you add the correct meeting details accordingly.
Modifying Team Members: You can remove any team member unless they are the Primary Owner. To remove a Primary Owner, firstly reassign the primary ownership.
Changing Primary Owner for Booked Appointments: Previously booked appointments retain the settings from the time of booking, with new appointments reflecting any changes made.
Conclusion
LeadDec's Collective Booking is a game-changer for businesses seeking to optimize team collaboration and client engagement. By streamlining the scheduling process, teams can focus more on delivery and less on coordination, enhancing productivity and customer satisfaction.
Optimize your team's collaboration and elevate the scheduling experience with LeadDec's Collective Booking.