Scheduling Groups and Rules

Purpose #

Scheduling Groups and Rules allow you to schedule your meetings faster, by giving you tools to create request templates and selecting individuals that could use them to save you and your organization even more time.

This could be particularly useful if you need 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 Scheduling Groups and Scheduling Rules is that you can define multiple instances, all with different request configuration - all you need to do is create them, select a desired rule in the request, and enter the recipient information. The rest will be handled by Cronofy, allowing you to focus on what’s important.

For more details on the steps mentioned here, please read through the documentation below.

Scheduling Groups #

Scheduling Groups describe groups of people from your Organizational Unit and how many of those people are required. This could choosing one person from a pool of sales development representatives, or everyone on an interview panel.

Creating a Scheduling Group #

Go to your Scheduler account, click on your Organizational Unit Settings and select Scheduling Groups from the navigation panel. You will see the following screen:

Click “Create New Group” button and enter the name of your group.

Once you have entered the name of the group, you will be able to select the number of members that are required to attend any event created through the scheduling request and select the members of this group based on the people you currently have in your Organizational Unit.

This group will now appear in the list of your Scheduling Groups and could be used with our Scheduling Rules.

Scheduling Rules #

Once you have set up your Scheduling Groups, you can use Scheduling Rules to determine the scheduling parameters for the requests created from Scheduler. This allows for faster creation of events with pre-set templates, that include the duration of the event, minimum notice, period of time to offer, event privacy, etc.

Creating a Scheduling Rule #

Go to your Scheduler account, click on your Organizational Unit Settings and select Scheduling Rules from the navigation panel. You will see the following screen:

Enter the name of the Scheduling Rule and click on “Create”.

Select a Scheduling Group created earlier or create a new one by clicking on “Create New Scheduling Group”.

Once selected, you will be able to set the parameters of the future requests for that Scheduling Group 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, save the rule and you will be able to see this rule in the list of your Scheduling Rules. You will now be able to use this Rule to create scheduling requests with the parameters set earlier.

Using Scheduling Rules #

In order to use the new Scheduling Rule, proceed to create a new scheduling request as you normally would. You will now be able to see a drop-down, containing all of your scheduling rules. Select the desired rule and you will be redirected to a new screen, allowing you to choose the recipient email and name.

Click “Create” and you are done!

Contact Us #

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