Learn how to build, edit, and add ongoing group schedulers to packages. An ongoing schedulers means the "class" will continue until the scheduler is inactive. This would be a great option for office hours, study groups, or even drop-in group coaching.
A few things to note:
- Group schedulers *must* be added to a package in order to be utilized. They cannot be sent out individually like regular schedulers.
- You must have admin permissions to create a group scheduler, or cancel a session booked through a group scheduler.
Creating an ongoing scheduler
Ongoing schedulers can be found in the side navigation bar under Calendar and clicking the (+)
You can set the number of participants so that you don't overbook:
Accounts payable is set on the scheduler level, which is different than our other schedulers.
Once you click save, you are able to add time slots in.
- Click on the start time, and the drag until the end time.
- You can create your time slots, and then go back to assign members if you're not sure who will be the owner of the session.
- You can also go back and add communication type, description, etc.
Editing an ongoing scheduler
To edit an existing group scheduler, you can click on (...) to adjust the settings and the calendar icon to adjust the time slots/assigned members.
Adding to a package
When adding a group scheduler to a package, you can choose to have it on it's own, or you can pair it with other sessions.
Client Experience
Once your client purchases a package, they'll be able to book the same way they book for other schedulers
Accessing ongoing scheduler appointments
Under all of your group schedulers is the appointments for those schedulers. You can see who the owner of the specific session is, and how many attendees are signed up, or attended.
Clicking into the group session will take you to the appointment view:
- The assigned organizer of the appointment will need to add outcomes twice
- One time for each attendee - think of it as taking attendance.
- One time for the appointment as a whole -> this is how Accounts Payable is calculated.