Round-robin scheduling
Round-robin scheduling
Round robin event type allows you to distribute the meetings amongst team members based on one the optimization methods. At the moment, it is based on availability, so it optimizes all options regardless of individual load. So, the booking will be assigned to the person least recently booked.
Underlying Mechanism
The round robin events when not using a common schedule offer slots which are formed using the union of all slots available for each round robin host.Few readersWhatsApp Business
How to integrate with Cal ID?
Step 1:
Log in to Cal ID.
Go to Apps Section
Search for WhatsApp Business and install it.
Select Account Type - Choose whether to install on:
Personal account (for individual use)
Team account (for team collaboration)
(https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/imagemnhufw.Few readersCreate a new WhatsApp Business Account
To Create a New WhatsApp Business Account:
Select "Create a business portfolio" and "Create a WhatsApp Business account" in the respective field.
Complete the Setup - Fill all required fields and save
Once Created: Your WhatsApp Business account will be ready. You can now connect it with Cal ID, refer Connect with WhatsApp Business Connect with WhatsApp Business App (https://help.onehash.ai/en/article/connect-with-whatsapp-business-appFew readersConnect with WhatsApp Business App
Connect with WhatsApp Business App
Go through these step if you already have a WhatsApp Business app installed on your mobile device and want to connect it.
Select Connection Method
Click on "Connect WhatsApp Business app" - Choose this option from the integration screen
This opens the connection process for your existing app
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Enter Your Phone Number
Enter YouFew readersEmbed Meeting Scheduling Link
Embed Meeting Scheduling Link
If you wish to use Cal ID from within your own website, you can make use of the Embed feature. Without utilizing the embed, here's what the flow would be:
You would add your Cal ID link on the page.
The link would open in a new tab or in the same tab (replacing your website)
User would book your link and then come back to your website (if you use the redirectUrl in the event type settings)
When using the Cal ID embed, here's what the flow would be:
1Few readersComplete your Cal ID Onboarding
Complete Your Cal ID Onboarding
To get started with Cal ID, visit
You will land up at Login page of Cal ID.
Register it with your email account. Email Verification mail will be sent to your email to confirm the account.
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Event Types
Event types are your pre-set meetings, events, consultations, etc., which you can share with potential attendees. You can create as many event types as you need with each account, and each event type is customizable in terms of its name, URL, duration, availability, and location of the event.
A deep dive into the advanced settings of each event type.
Event types allow you to create different events for different occasions when booking a time with you in your calendar. These canFew readersSecret Events
Secret Events
offers you the possibility of creating secret events also known as hidden events. A hidden event is a bookable appointment that can only be accessed via a private link. By default, this means that a hidden event won't show up on your booking page. Hidden events are just like regular events in that they can occur in-person, over the phone, or via video chat. Hidden events are a handy tool to use as part of your scheduling iFew readersLocation of the Event
Location of the Event
offers a wide variety of supported locations for your event types. We offer the following locations:
In person This could be an address and accepts a text input.
Link You can provide a custom meeting link by choosing this location
Attendee phone number Cal will ask the attendee to provide their phone number at the time of booking
Organizer phone number You can provide your phone number as the booking location
JitsiFew readersAvailability Schedule
Availability Schedule
As the user can have a specific schedule for every event type. They can use a certain availability schedule for all event types, more than one event types, or have a separate availability schedule for each event type to better organize their event types.
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Multiple Durations
If you want to allow a client to choose between a meeting of 1 hour and one of 30 minutes, you don't have to create two different meetings; one of 60 minutes and one of 30 minutes.
Instead, Cal ID gives you the possibility of using the same event-type and offer meetings with several durations where the booker can pick the preferred duration.
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There are multiple optFew readersEvent Buffer
Event Buffer
Event buffers are time spaces that can be appended before and/or after an event. This is helpful in scheduling your availability such that you have time to prepare for a meeting, take breather between two meetings/events or to accommodate travel time in case of events on a physical location.
You can customize buffer time for each event so that you can accommodate the needs of that specific event type to further optimize your event type setup.
(https://storage.crisp.chat/useFew readersCustom time-slot intervals
Custom time-slot intervals
Using the custom time-slot interval feature in your account settings, you can change the way your bookable appointment slots are displayed in your public booking page. The time slot intervals indicate the slots available for booking; therefore a smaller interval will mean lots of little slices, while a larger interval will mean a smaller amount of bigger durations.
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Custom event name in the booking
Custom event names allow bookings to take in information from the booking and add it to the title. This feature allows the option to breaks away from the default "Event name" with "Attendee".
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You can currently use the following variables here:Few readersMinimum Notice
Minimum Notice
Cal ID allows you to set how many minutes, hours, and days are required before someone books your time. This minimum notice allows you to define the exact space of time that you might need as a notice period before any event can be booked.
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For example, if the potential attendee wants to book the meeting with you tomorrow at 5:00 PM and you haveFew readersBooking frequency
Booking frequency
We feel that our users must have a feature that will help them limit their booked events on a daily basis and deal better with the stresses of modern life. Every event carries different weight of stress and burnout, and so the events that lead to higher burnout should ideally be controllable in the frequency per day.
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If you don't want more than five bookings of anyFew readersLimit future bookings
Limit Future bookings
If there is a period in the future after which you think managing your Cal ID events carries some level of uncertainty, with this feature, you can limit how far in the future your event can be booked. You can select how many calendar/business days will be displayed on your booking page as available for booking, or you can select a date range after there will be no slots showing. This can also be useful if you want to keep an eye on your immediateFew readersAdd events to calendar
Add events to calendar
Cal ID offers the possibility of automatically adding events to the calendars connected to your account. You can follow the video in case you don't have a calendar connected to your Cal ID account yet.
If you have connected a calendar with your Cal ID account, you can easily select where the events should be created, in case anyone books you through Cal.
You can select default calendar to add the booked events to by going to /settings/calendars
(https://stFew readersBooking Questions
Booking questions
When you create a new event type, a few basic booking questions are already created for your new event type.
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If you'd like to collect more information about your attendees, you can use our booking questions feature and get the necessary information filled out by your attendees when booking. The booking questions can be either required or optional, depending on yourFew readersRequires confirmation
Requires Confirmation
Managing your meetings and calendar events can be quite stressful, especially if you don't know if the upcoming event is something that requires your attention at all. Luckily, if you set the event type to require your confirmation on each booking, you can reduce your workload by confirming or declining the booking in question.
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You will still receive an email buFew readersHide notes in calendar
Hide notes in calendar
Toggling this option in the event type settings will hide additional inputs and notes in the calendar entry. They will still be sent in your email confirmation.
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Most of the entries in notes and additional inputs contain personal information, and if you have a team or shared calendar, for example, you can protect your attendee's privacy by hiding all this info.Few readersBooking success URL
Booking success URL
If you want to redirect attendees to a custom URL after each completed booking, this feature will allow you to do just that.
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This feature is most commonly used to redirect your attendees to your website or a simple "Thank you" page after they submit their booking.Few readersSingle use private links
Single use private links
As you may already know, the event types have their own URLs which you can share with your potential attendees. But if you want to prevent attendees from seeing your calusername that leads directly to your booking page, you can use this feature to generate a single use private link.
This private link regenerates after each use, so your attendees won't be able to use this URL to book your time again.
(https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6fFew readersOffer seats
Offer seats
If you have an event type with the "Offer seats" feature toggled in advanced tab, you can have more than one attendee book a specific slot.
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This feature would be useful for all those businesses, classes, seminars etc. that offer "seats" as in attendance spots. Just select the maximum number of seats in your event-type settings and your attendees will be able to book slotFew readersDisable guests
Disable guests
If you do not wish for your booker to add other guests to your event type, you can make use of this feature to disable adding guests to the event during the booking of this event.
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It is part of the booking questions that you can make use of. By default, it is allowed for the booker to add guests. By default, the Add guests toggle is enabled which allows the booker toFew readersPaid bookings
Paid bookings
With Cal ID you can monetize your bookings. We offer the best platform to ensure appointment scheduling and payment collection is an effortless process.
From RSVPs to coaching and consultancy sessions, Cal ID makes it easy to get paid before your meeting even starts. Enable your Razorpay app, and decide which of your bookable events have charges and exactly how much those are.
To learn more about the set up process of paid bookingFew readersAvailability
Availability
Cal ID allows you an extensive availability setup with numerous customization possibilities. From setting multiple time slots per day, to multiple schedules and custom date overrides, you can do so much to customize the availability schedule as per your needs.
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(https://storage.crisp.chat/users/helpdesk/website/-/6/f/1/c/6f1c2c7b8034d000/image1Few readersMultiple time slots per day
Multiple time slots per day
Cal ID allows you to break your regular schedule day into multiple slots, allowing you to easily take time out of the calendar for consistent events such as lunch breaks, coffee breaks, or even recreational breaks.
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Date overrides
Cal ID allows you to create date overrides so that you can dictate when you wish to be unavailable within your typical schedule. Often times, you become unavailable for various reasons within your regular schedule and you don't have an event created in either Cal ID or any connected calendar, but you are busy to take any meetings. In such cases, you can simply make use of the Date overrides and block your otherwise bookable calendar out as per your rFew readersMultiple schedules
Multiple schedules
You can set multiple schedules in the availability section of the application and organize your event types better by customizing your availability, quite simply, by selecting respective schedule as the availability for an individual event type. You can check Setting up your availability to link your created availability schedule with an event type.
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App Store
The whole idea behind Cal ID is to make scheduling easy, we want it to be an effortless process, and we want everybody to be able to access it.
With this in mind, we built an app store. Our apps let you extend Cal ID features, and makes integrating other services effortless. This makes it easy to customize your Cal ID experience. Apps can be used to do things like add extra calendar connections or host a virtual team-building session.
The Cal ID app store also makes iFew readersWebhook
Webhook
Webhooks offer a great way to automate the flow with other apps when invitees schedule, cancel or reschedule events, or when the meeting ends.
The webhook subscription allows you to listen to specific trigger events, such as when a booking has been scheduled, for example. You can always listen to the webhook by providing a custom subscriber URL with your own development work. However, if you wish to trigger automations without any development work, you can use the integration with ZapFew readers