Customizing Event Type Parameters for Team Needs

Overview

Schedly's event types offer robust customization options for businesses to manage appointments and events, streamlining team collaboration. Users can adjust key parameters such as event durations, participant limits, and more to suit specific scheduling needs. This guide demonstrates how to optimize these features for your team.

Prerequisites

• An Admin account is necessary to access and modify event type settings.
• A subscription to at least the Basic Plan at $10/month for access to Event Types.

Step-by-Step Instructions

Adjusting Event Durations and Time Slots

1. Navigate to Schedly Services from the main navigation menu.
2. Click on Event Types to display the event type list.
3. Select the event type you wish to edit.
4. In the Event Details section, set the desired duration between 15 to 120 minutes.
5. Click the blue Save button to confirm the changes.
   

Setting Participant Limits and Waitlists

1. In the Event Types page, choose the event type to configure.
2. Specify the number of available seats under Seats to limit participant numbers.
3. To enable waitlisting, ensure the Seats field reflects a set capacity, with overbooking controlled manually.
4. Save your settings.

Configuring Event Visibility and Member Access

1. Select an event type from the Event Types page.
2. If the event should not be publicly visible, check the Hidden box to make it invisible outside the organization.
3. Under the Member Access section, set restrictions on which teams or individuals can view or book the event.
4. Confirm by clicking Save.

Using Conditional Logic in Event Parameters

1. While creating or editing an event type, navigate to Conditional Logic settings.
2. Configure conditions that adapt based on participant interactions, such as setting required fields or altering visibility based on user role.
3. Input conditions using available options, referencing team roles or organization criteria.
4. Apply the logic settings and finish with Save.

Key Details & Limits

• Event duration must be set between 15 to 120 minutes.
• Participant limits depend on the Seats field during event type creation.
• Hidden events are not visible to users without explicit permissions.
• Member access configuration requires Admin permissions.

Frequently Asked Questions

1. How can I make an event type invisible to everyone but my team?
   • Select the Hidden box when creating or editing the event type and specify access for your team under Member Access.
2. Can I change participant limits later?
   • Yes, return to Event Types, select the event, and modify the Seats field.
3. What happens if participant demand exceeds capacity?
   • With the Seats set, excess registrants can be monitored manually, though there's no automatic waitlist.
4. Is it possible to set different durations for recurring events?
   • All event instances need individual settings adjustments; amend each duration separately.
5. Do I need confirmation for every booking?
   • Enable the Requires confirmation box during event creation for selective booking confirmations.

Troubleshooting

• Event Changes Not Saving: Ensure all required fields, such as duration and seats, are filled correctly.
• Visibility Settings Not Honored: Double-check the Hidden box status and member access restrictions.

Related Topics

• Managing Organization Members: Learn how to add or change roles of organization members.
• Creating and Editing Event Types: Step-by-step guide on setting up new event types.
• Using Schedly's Insights for Event Management: Discover how Insights can optimize your scheduling strategy.