Creating and Managing Organization Policies in Schedly

Overview

Schedly provides powerful tools to help organizations maintain consistency in their booking and cancellation processes. With the ability to create specific policies, assign behaviors based on user roles, and monitor compliance through insights and analytics, organizational administrators can ensure that all users adhere to set guidelines, enhancing operational efficiency and reducing potential scheduling conflicts.

Prerequisites

• Only Admins have permission to create and modify organization policies.
• A valid Schedly account with admin access is required.

Step-by-Step Instructions

Create Policies for Booking Limits and Cancellation Rules

1. Navigate to Settings in the main menu.
2. Click on Organizations, then select your organization name.
3. In the organization menu, select Policies.
4. Click on the New Policy button.
5. Enter a policy name and description.
6. Define the booking limits by specifying the maximum allowed bookings per user per month.
7. Set the cancellation rules by choosing either a flexible or strict cancellation policy.
8. Click the Save button to apply the policy.

Assign Policy Behaviors Based on User Roles

1. In the Settings menu, select Organizations, then your organization name.
2. Click on Members.
3. Select a member by clicking the checkbox next to their name.
4. Use the Role dropdown to assign a new role.
5. Click Update Role to apply the changes. The assigned policies will automatically reflect on the user's account based on their role.

Monitor Policy Compliance Using Insights and Analytics

1. Click on Insights in the main navigation menu.
2. Use the filter options to focus on specific policies or events.
3. Review the analytics dashboard to monitor compliance. Here you can track the number of bookings, cancellations, and any violations of set policies.
4. To export compliance data, click on Export and select your preferred format (CSV or PDF).

Automate Notifications for Policy Updates to Users

1. Go to Settings > Organizations and select your organization.
2. Click on Notifications.
3. Choose Policy Changes from the notification type.
4. Enter the message to be sent out regarding policy updates.
5. Select the roles or individual members who should receive this notification.
6. Click Send Notification to automate the communication.

Key Details & Limits

• Admins are the only users who can create and modify policies.
• The Basic Plan allows up to 10 team members; Pro Plan up to 50; Enterprise Plan has unlimited members.
• Insights data can be exported in CSV and PDF formats for further analysis.

Frequently Asked Questions

1. How do I change a booking limit in a policy?
   • Navigate to Settings > Organizations > Policies, select the policy and edit the booking limit as needed.
2. Can policies be assigned to a specific event type?
   • Currently, policies are applied globally to all event types within an organization.
3. Who can view policy compliance data?
   • Only Admins have access to view and export compliance data from the Insights page.
4. Can I automate policy notifications for non-admin users?
   • Yes, select the members or roles in the Notifications section under Settings.
5. Are there limits on the number of policies I can create?
   • No, you can create an unlimited number of policies within your organization.

Troubleshooting

• Unable to Save Policy Changes: Ensure all required fields are completed and check for any permissions issues if you're not the admin.

Related Topics

• Managing Booking Limits: Learn how to apply booking limits to streamline scheduling.
• Configuring Event Types: Set up event types to match organizational needs.
• Role Management in Schedly: How to assign and manage user roles effectively.