Managing Duplicate Event Types in Schedly

Overview

Managing event types in Schedly is a critical task for maintaining an efficient scheduling system. Duplicate event types can clutter your system, cause confusion, and result in inefficiencies. This guide helps administrators streamline event management by identifying and merging duplicates while preserving important data.

Prerequisites

• Admin role: Only admins can access necessary settings and perform event type modifications.
• Pro Plan or above: Access to comprehensive team management and insights is needed for best results.

Step-by-Step Instructions

Identifying Duplicate Event Types

1. Access Event Types: Navigate to "Schedly Services" and click on "Event Types."
2. Review List: Scan through the list of event types to spot potential duplicates based on similar names or descriptors.
3. Filter Options: Use the search or filter options to focus on specific criteria that could indicate duplicates (e.g., similar durations or seat numbers).
4. Check Details: Click on each suspected duplicate to compare details like duration, seats, and descriptions.

Merging Event Data Successfully

1. Select Duplicates: Identify all versions of the duplicate event type you wish to merge.
2. Consolidate Details: Decide on the unified event type name, description, and any variable details (e.g., duration and seats).
3. Edit Primary Event Type: Click on the primary event type in "Event Types" that you want to keep, then update its details to include the best of the duplicate data.
4. Transfer Bookings & Data: Manually note or export booking data from secondary event types, and import these into the primary one if possible.
5. Remove Duplicates: Go back to "Event Types," select duplicate versions, and choose "Archive" or "Delete" to avoid future confusion.

Data Verification Post-Merging

1. Review Unified Event Type: Go back to the primary event type and ensure all relevant details have been accurately updated.
2. Check Bookings: Confirm that the bookings from duplicate event types are reflected under the merged type.
3. Test New Bookings: Book a test appointment to verify the event type operates correctly after merging.

Key Details & Limits

• Role Requirements: Only admins can create or modify event types.
• Maximum Duration: Event durations range from 15 to 120 minutes.
• Team Member Limits: Basic: 10 members, Pro: 50 members, Enterprise: Unlimited.
• Plan Requirements: Essential for Pro Plan or higher for extended features.

Frequently Asked Questions

1. How can I ensure no data is lost when merging event types?

   • Always note or export data from the duplicate event types before merging.

2. What happens to bookings after merging event types?

   • Ensure all bookings are transferred to the surviving event type manually if necessary.

3. Why can’t members merge event types as I can?

   • Only admins have the permission level necessary to modify or merge event types.

4. Can I undo a merge of event types?

   • Once an event type is deleted, it can’t be automatically reverted.

5. How do I prevent duplicate event types?

   • Use clear naming conventions and regularly review event types.

Troubleshooting

• Duplicate Event Types Not Listed? Ensure you have appropriate filter criteria applied in the "Event Types" section.
• Bookings Missing After Merge: Double-check export/import actions for completeness.
• Errors Saving Merged Event: Ensure all fields are correctly filled out, including duration and seats.

Related Topics

• Creating New Event Types in Schedly: Guide on setting up event types from scratch.
• Understanding Event Bookings in Schedly: How to manage and optimize event bookings.
• Insights Feature Overview: Leveraging insights for better event management.