Scheduling

OneBlinks Scheduling feature allow people to book time on your calendars from a form submission.

Scheduling can be used to book appointments with internal staff, or even book time with equipment or locations.  

Supported Providers

OneBlink supports Gmail, Office 365, Outlook and iCloud

How Setup

1. Add your Provider

The first thing you need to do is set up your provider in the OneBlink LcS, follow the steps below or watch the video to see how.

1. Login to the Platform 
2. Open the Scheduling menu
3. Click the add provider button
4. Enter your email address
5. Sign in with your account
6. Allow Nylas to access your account
   • This is required to ensure bookings can be created updated and removed from your calendar
     
     

2. Create Scheduling Page

The next thing is to create your Scheduling Page, this is essentially the configuration for the event or appointment you want people to be booking. 

1. Click the configure button on your provider
2. Add a new Scheduling Page
3. Enter the Event Name, Location and Event length
4. Select your Availability
5. Click Create
   • These configurations are only what you need at a minimum to create the scheduling page. 
6. Click the edit button to open up all the additional configuration options.

3. Add submission event to form

Now that you have your provider and scheduling page set up, getting added to a form will ensure that on submission the person filling out the form will be presented with a calendar date and time picker to choose an appropriate date and time. 

1. Open the form you want to use for your appointment
2. Add a Schedule Submission Event
3. Select your Scheduling Page
4. Optionally add any event details, and configure the Name and Email for the scheduling page.
   • The event details will appear in the bookers email, ensuring they have all the information required
   • Name and Email will need to be entered to make the booking, if you are already capturing them in the form make sure to map those elements here. 
5. Like other submission events, Scheduling submission events can be run conditionally, configure the conditional logic to ensure bookings only occur when needed. 

Create Booking

Now that you're all set up, anyone who completes your form will be able to make a booking in your configured calendar. 

When a booking is made 2 emails are sent. One to the person who made the booking and the other to the configured email address from step 1. This emails contain:

• What: The Scheduling page name
• Where: The set location
• Start date and time 
• End date and time
• any event details (only the booker)

Reschedule Appointment

As part of the of the appointment booking the person making the booking is able to reschedule the meeting. 

Simply click the reschedule button in the confirmation email to open up the picker and select a new date and time that better suits you. 

Cancel Appointment

Both the appointment runner and the person making the booking can cancel the booking if it is no longer required. 

When canceling a reason for cancelation will need to be entered, an email will be sent to the corresponding person containing the cancelation reason. 

Multi Calendar Events

Often a booking can be made on a number of available calendars for example booking hot desk, rooms, or pool lanes. This can be done using multiple calendars. If multiple calendars are configured for the scheduling page then the scheduler will continue to allow users to select the same date and time as long as it is available on at least one of the calendars. 

Get Help

If you have any question or would like assistance with setting up your Schedules please contact us via this support portal or email support@oneblink.io. We are happy to assist in any way we can.