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Collective Booking Calendar Use Cases

The Collective Booking Calendar is a powerful feature that allows clients to book appointments that require multiple people from your team to be present. Instead of coordinating schedules manually, the system automatically finds and displays time slots when everyone is available.

Here are some common scenarios where this type of calendar is essential.

Interview Scheduling

When hiring new team members, it's common for multiple interviewers to be involved. The Collective Booking Calendar simplifies this process.

Slot Intervals: The length of each bookable time slot is set to match the expected duration of the interview.
Slot Availability: A time slot only appears as available if all assigned interviewers are free at that time.
User Availability: The CRM cross-references the individual calendars of every interviewer to determine mutual availability.

Team Meetings

Schedule internal meetings, such as project kick-offs or weekly syncs, with ease.

Slot Intervals: Slots are configured to reflect the standard or planned length of your team meetings.
Slot Availability: A slot is open for booking only if every required team member is unavailable.
User Availability: The system checks the schedules of all selected team members to prevent double-booking.

Sales Calls

For important client demos or sales pitches that require multiple representatives.

Slot Intervals: Time slots are customized to fit the typical length of a sales call or presentation.
Slot Availability: Availability is contingent on all necessary sales personnel being free at the same time.
User Availability: The calendar aggregates the availability of each sales team member involved.