Selection Rules and Templates

Selection Rules and Templates let you to schedule your events faster by allowing you to schedule a lot of requests for the same people in your organization, which could be your interviewers, teachers, medical professionals, etc.

The main benefit of the Selection Rules and Templates is that you can define multiple instances, all with different request configuration - all you need to do is create them, select a desired Template in the request, and enter the email address of your primary attendee. The rest will be handled by Cronofy, allowing you to focus on what’s important.

Selection Rules and Templates need to be created separately, with Selection Rules created before the Templates.

Selection Rules #

Selection Rules describe a pool of people from your Organizational Unit and how many of those people are required to attend an event. This could be choosing one member from a pool of sales development representatives, or everyone on an interview panel.

Creating a Selection Rule #

Head to your Organizational Unit Settings > select Selection Rules. You will see the following screen:

Click “Create Selection Rule” and enter the name of your pool.

Once you have entered the name of the Selection Rule, you will be able to choose which members to include (from your Organizational Unit) and select how many are required to attend the event.

Next step: This pool will now appear in the list of your Selection Rules and could be added to your Templates, so we can pull availability from the desired pool.

Templates #

Once you have set up your Selection Rules, you can use Templates to determine the scheduling preferences of your event. This allows for faster creation of events with pre-set event description, duration, minimum notice, tags etc.

Creating a Template #

Head to your Organizational Unit Settings > select Templates. You will see the following screen:

Click on “Create New Template” and enter the name of your Template.

The first step is to select the Selection Rule created earlier.

Once selected, you will be able to set the parameters of the future requests for that Selection Rule by going further down the page. These parameters include all of the parameters that you would normally select every time you create a scheduling request.

Once set, this Template will accessible from your list of Templates.

Using Templates #

In order to use the new Template, click on Create Scheduling Request to be redirected to the request form and select the desired rule.

Next step: Click “Create invite link” and share it in your emails!

Contact Us #

If you have any further questions or suggestions, please contact us at support@cronofy.com.