When to use it
Any job that needs more than one person there: a two-person install, a joint consultation, an interview panel.
Create it
CRM > Calendars > Meeting Calendars > + New calendar > Collective booking, then add the people who must all attend.
CRM› Calendars› Meeting CalendarsCheck their calendars are connected
It only shows times when every person is free, so each person's Google or Outlook needs to be connected or the times won't be right.
When it's done
Customers book a time that works for the whole crew.
Did this match what you see?
Next up
People who did this also asked
20start here
Which calendar do I need? Every type explained
Personal, round robin, class, collective, event calendar, service booking, rentals or Events. Pick in 30 seconds.
- 1Where they live
- 2Personal booking: just you
- 3Round robin: share the work
5 min · 9 steps
18
Sync your Google or Outlook calendar so you don't get double booked
Connect your calendar so busy times block bookings, and bookings show on your phone.
- 1How sync works
- 2Connect it
- 3Pick the conflict calendars
5 min · 4 steps
