Forum Discussion
aslanfrench
Jun 05, 2020Copper Contributor
How to set up a booking with multiple staff?
Our office just switched to Office 365. I'm used to using calendar/booking software like Calendly etc. I find it easier to send people a booking link than to try to coordinate between multiple peo...
dougcasey
Mar 23, 2023Copper Contributor
aslanfrench and MitchS-SE
It appears that Bookings has addressed this multiple-agent (staff requirement), which we need. Try to replicate with these steps:
1) Go to your Bookings page
2) Choose the Booking you want to manage
3) Select Services, then edit
4) Choose "Assign staff"
5) Choose the individuals who need to be booked
Based on the public-facing page I see after adding multiple agents (teammates), this appears to show only those slots where all teammates are free.
It appears that Bookings has addressed this multiple-agent (staff requirement), which we need. Try to replicate with these steps:
1) Go to your Bookings page
2) Choose the Booking you want to manage
3) Select Services, then edit
4) Choose "Assign staff"
5) Choose the individuals who need to be booked
Based on the public-facing page I see after adding multiple agents (teammates), this appears to show only those slots where all teammates are free.
HaoLi
Mar 03, 2025Copper Contributor
dougcaseyGreat job!
On the shoulder of the giant, allow me to put in detailed steps from my run today, March 2025.
- Go to your Bookings page
- Choose the Booking you want to manage
- Click "Services" on the left pane
- Select the service and then click "Edit service"
- Click "Assign staff"
- Select "Assign all of your selected staff for an appointment"
- In the Select Staff list, tick the individuals who need to be booked
- Save Change
- Tim_PMar 04, 2025Copper Contributor
Does this work properly for you with hours? For my 1-on-1 booking page it reflects my hours and appointments accurately. However when following these steps I always end up with a booking page that says appointments start at 5 or 6am regardless of having "Custom hours" or "Bookable when staff are free" (with 5/6am out of working hours) and end at 12:30pm.
The booking page says it's in ET but I do wonder if this is a time zone issue, everything should be ET though even with PT that wouldn't explain 5am.