Advanced Customization for Event Visibility Settings in Schedly

Overview

Schedly offers versatile visibility settings to customize how events are presented to different audiences. By understanding and utilizing these options, you can craft experiences tailored to public or private settings, manage team event accessibility, and ensure seamless integration across platforms.

Prerequisites

Make sure you have admin privileges to modify event types and visibility settings. Ensure your organization is on a Schedly plan that supports the creation and management of event types.

Step-by-Step Instructions

Setting Up Public vs. Private Events

1. Navigate to Schedly Services from your dashboard.
2. Click the Event Types section.
3. Select an event type to edit or click the New button to create one.
4. Fill in the event details, including the event name, description, duration, and seats.
5. To make an event Public, leave the Hidden option unchecked. This will make the event visible to everyone.
6. To create a Private event, check the Hidden box. This hides your event from public listings, making it visible only to those with direct links.
7. Click the blue Save button to apply your settings.

Using Hidden Feature Views Effectively

• Hidden events are not shown in public listings. Use this for invite-only events or internal sessions.
• Share direct links or use Schedly's integration capabilities for selected participant access.

Managing Event Visibility for Teams

1. Go to Teams under Schedly Services.
2. Click the team for which you want to manage event visibility.
3. Ensure that the team's viewing permissions align with your organization’s needs—these settings govern who can see hidden events within the team environment.
4. Use the Member permissions settings to specify who within the team can view, edit, or manage these events.
5. Confirm changes by clicking Save.

Ensuring Correct Visibility Settings During Integration

• When integrating Schedly with other platforms via the Schedly API, be sure to maintain consistent visibility settings.
• Review API calls to ensure visibility parameters align with desired public or private configurations.

Key Details & Limits

• Public Events: Visible to all unless changed.
• Private Events: Only visible with shared links if the Hidden box is checked.
• Admin access is required to change visibility settings.
• Hidden events still require the direct link or specific participant permissions via integration or direct share.
• Integration settings require constant visibility checks to mirror Schedly settings.

Frequently Asked Questions

1. How do I check if an event type is public or hidden?

   • Go to the Event Types section and review if the Hidden box is checked.

2. Can I change an event from public to private after it’s published?

   • Yes, edit the event and adjust the Hidden option, then click Save.

3. Will hidden events appear in team insights?

   • Yes, hidden events are included in team insights if the viewer has appropriate permissions.

4. How do I delete a hidden event safely?

   • Navigate to the event type, ensure you have no active bookings, and click the Delete button.

5. Do hidden events notify all members on changes?

   • Only those with permissions linked to the event will receive notifications.

Troubleshooting

Hidden event not appearing in my list: Double-check the permissions settings under Teams to ensure you have viewing rights.

Unable to change event visibility: Ensure you have admin privileges. If you’re not seeing changes live, refresh your cache or contact your IT department for assistance with API or integration settings.

Related Topics

• Setting Up SSO with Schedly: Learn how to manage login settings for efficient sign-on.
• Creating New Event Types in Schedly: Step-by-step guide on setting up varied event offerings.
• Schedly API Usage Guide: Detailed exploration of API functionalities and integration techniques.