How to schedule group bookings

How to Create Group Bookings:

Step 1: Navigate to the Calendar Scheduler

1. From the main Effi dashboard, go to the “Calendar Scheduler” tab in the left-hand menu.

2. Click into the Scheduler Settings.

Step 2: Create a New Booking Link

1. Select “Add Booking Link”.

2. Choose a name for the group session (e.g., First Home Buyer Info Session).

3. Under “Booking Type”, select “Group Booking”.

4. Enter a clear description of the session and what attendees can expect.

Step 3: Set Booking Rules

1. Under the “Duration” section, set how long the session will run (e.g., 30 minutes, 1 hour).

2. Toggle “Allow Group Booking” on.

3. Set the maximum number of attendees allowed per session (e.g., 10 people).

Step 4: Set Availability

1. Under “Availability”, set the days and times that this session will be available for booking.

2. You can create one-time or recurring time slots depending on the session schedule.

3. Ensure time slots don’t overlap with other existing availability.

Step 5: Notifications and Reminders

1. Enable automated email and SMS reminders so attendees are notified prior to the session.

2. You can customize reminder timing (e.g., 24 hours or 1 hour before the session).

Step 6: Save and Share the Booking Link

1. Click “Save” once all details are entered.

2. Your group session link will now appear in your list of booking links.

3. Click “Copy Link” to share it with your audience via email, SMS, or website.

Step 7: Managing Group Bookings

1. To view attendees, go to Calendar Scheduler > Bookings.

2. Click into a specific time slot to see who has registered.

3. You can manually add or remove attendees if needed.