Create Bookings Calendar on behalf of user

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New Contributor

I would like to set up separate bookings calendars for each of our sales reps so I can configure all the settings for them and access them from my login, but then add them under staff as an administrator of the calendar so they can manage.

 

I have created a calendar and added my staff member, but how do I change my membership status so it no longer shows "bookable". I want this calendar to sync only with my sale rep's Office 365 Outlook calendar and not show mine.

7 Replies
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@aleciat did you ever figure this out? I really would like to do the same thing. Anyone from Microsoft around? @Gabriel Valdez Malpartida maybe?

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@amyjeskoI created the calendar under my Admin login and added the sales rep under Staff with the Administrator role. Then under the Service details, I deselected my name under Assign staff, so that only the rep's calendar is bookable. This seems to work fine.

 

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@aleciat yeah I ended up doing that too - it does work but unfortunately my calendar is still pulled up in the view on the Calendar tab. I did also turn off the sync for my calendar within the reps' accounts which means at least they don't see any of my appointments, but...the view is still there. Not a huge deal but annoying and I wish I could turn that off.

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@amyjeskoI see what you mean--mine shows there too. We really don't use the Calendar page within Bookings. We just share the published Booking page and then the sales rep can see anything that is scheduled in their Outlook calendar. It would be helpful if the creator of the calendar didn't have to be listed as "Bookable" on the staff details page. I selected "day off" by each day under my availability and deselected all checkboxes. Not sure that did anything, but it was an attempt for me to not have availability shown on calendar.

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@aleciat if you just uncheck the "Events on Office 365 calendar affect availability" on the admin staff member (i.e. yourself) then that seems to have the same effect. As far as I can tell though, using the calendar page is the only way to reschedule booked appointments - it doesn't work through the Outlook calendar. That's the only real reason it might be necessary, is for schedule changes.

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@aleciat I also have this issue.

I am setting this up in a healthcare setting for telehealth (covid19 world...) and want to only show our clinicians as bookable with myself as the Tech support and the department's admin staff having administrator rights but not bookable! we don't want me and 5 clerical staff's calendars showing even though I know we can configure the service to have the clinicians listed as available for the service itself.

would be good to have a reply!

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Wow it has been a year with no real answer to this issue. I am having the same issue how do i remove myself as being bookable and showing on the calendar.