How to create a team booking page

A team booking page is a collection of Sprintful booking pages, created by you or your colleagues. This is useful in many scenarios, including creating a single booking page for customer support teams, sales teams, clinics (with multiple doctors) or salons (with multiple service providers), or even meeting rooms and generic resource reservation.

Please see FAQ at the end of this page for further details.

IMPORTANT: to begin, you must be part of an organization, otherwise you will only have access to booking pages created by yourself. See this page to learn how to create an organization and invite colleagues.

 

Booking page types: one-on-one, group, or team

You can create different types of booking pages: one-on-one, group, or team. A "team booking page" encapsulates already existing booking pages of any of those three types (including another team page). 

Unlike the other types, a team booking page is not directly connected to external calendars (like Google or Outlook). Instead, it hosts a non-team booking page that is synced to Google and Outlook. This design results in much more flexibility and covers a range of scenarios.

 

Creating a team booking page

To create a team booking page, go to the Dashboard, click on Pages, and click on New Page. From the first step, choose "Teams" as a booking page type. Once you choose the type of your booking page as "Teams", you will be presented with three availability strategies:

  • Pooled (round robin flexible, round robin strict, prioritized)
  • Mutual availability strategy
  • Individual availability strategy

Choose one of those three strategies depending on your use case (more about them in the next sections "availability types"). Then click on "Add Booking Page" and choose one or more booking pages. These booking pages can be created by you or your colleagues. They can also be of type one-on-one, or group sessions, or teams (that's right - a team booking page can point to another team booking page!).

If you need to add a colleague to this booking page, make sure they are part of your organization and have already created a regular booking page (see "booking page types" above).

 

Availability types #1: pooled

Pooled strategy checks the availability of all the participating booking pages and shows availability depending on the algorithm you've chosen. There are three pooled availability algorithms:

  • Round Robin, Flexible: show a time slot as available if anyone in the team is available. If booked, assign it to the team member who is available and is their turn in the round-robin. This algorithm optimizes for maximum availability times to your clients and seeks to equally distribute workloads among team members when possible. 
  • Round Robin, Strict: show a time slot as available based only on the availability of the next team member in the round-robin. This algorithm optimizes for equal distribution of workload among team members at the risk of showing less availability times to clients. 
  • Prioritized availability: show a time slot as available if anyone in the team is available. If booked, assign it to the team member who is available and have the highest priority. This algorithm optimizes for maximum availability times to your clients and seeks to assign workloads to specialized team members when possible, and escalate it to non-specialized members when needed.

 

Availability types #2: mutual

Mutual strategy shows time slots as available if and only if all organization members in the booking page are available. This is useful if you want to ensure that everyone is attending the meeting. Example users include project managers, where they would require that each department representative is available to join a meeting.

 

Availability types #3: individual

Individual strategy will list the booking pages of the organization members. The booking page essentially acts as a directory for other booking pages, where you can show the name and optional image/avatar of the booking page. Example users include clinics, salons, or meeting rooms/resource reservations.

 

FAQ

How can I add my colleague's calendar (Google/Outlook/etc)

First, make sure you are both part of the same organization. Second, ask them to create a booking page (regular 1-on-1 booking page) and have them connect external calendars (such as Google/Outlook) to that booking page. Third and finally, follow the steps above to create a team booking page and add your colleague's newly create booking page to it.

Note that you cannot add a Google/Outlook calendar directly to your team booking page. It needs to be part of a non-team booking page first.

I do not see my colleague's booking page

Make sure (1) you are part of the same organization, and (2) they have created a regular booking page (for 1-on-1 bookings or group sessions).

Still need help? Contact Us Contact Us