allow appointments with multiple staff members
Allow customers to book an appointment with multiple staff members, like being able to have a support person and a primary person on the same appointment.
Absolutely critical for our business. Sometimes a client needs to book with an individual consultant, sometimes with two at the same time. Right now it seems impossible to say "I need those two at this time" even if both staff people are available. This seems fairly simple to do -- why can't it be done?
Dean Vassallo commented
Example: Customer books a consultation on the bookings site. When they book it checks the calendars of a small "team" of individuals (i.e. Sales). Only if BOTH members of the Sales Team are available would the customer be able to book the appointment. When the customer books, the appointment will show up in BOTH of the Sales Teams calendars.
Will Brennan commented
small financial advisory firm could really benefit from this feature as we have a lead and associate advisor in every meeting.
Eric Simmons commented
We will end our subscription to Bookings today and move to Calendly. This feature is a must in our business.
Clayton Achen commented
I’ve been sitting on calendly for 2 years waiting for Microsoft to do something about their #1 feature request in bookings. Hard to believe this isn’t priority #1 for the bookings team.
Brandon Larocque commented
This is an essential feature for VERY common business appointments like scheduling an interview slot with a recruiting team or a client meeting with both the account and project manager. Even booking a routine meeting requiring one staff member and a conference room. Suggest setting up a simply query rule allowing booking admin to specify AND/OR relationships for required staff availability.
Gary Dean commented
Yes. This is ESSENTIAL. For example, a team of two financial advisors need to meet with a cient and both advisors need to be in the meeting. Being able to have both advisors availability checked on that "team" calendar that the client is accessing on the bookings site. This would involve adding an option to select bookable when "BOTH or ALL" staff are free instead of the way it is now where it looks to see if either staff has availability.
This would be very useful for booking trade show appointments that may need someone from Sales, Engineering and Management in attendance. The customer who requests the appointment only sets the time. The staff member selected for the appointment needs the ability to add other people and select a meeting room or demo pod.
The absence of this is the only thing that keeps me from using bookings. I use Calendly instead because the ability to overlay availability of multiple staff members was not supported. The key is not necessarily the outside person choosing two people. I believe the most useful configuration is for user to be able to create teams and choose a usage pattern such as "any person available", "round robin", or "all members required".
It seems many people want multiple people (translated as individuals, each with their own calendars), to come together for some meeting. Whether that's because a sales team has multiple disciplines they bring in for a session (a tech person, an account lead, a junior 'scribe' of some sort)...who knows why, but they need multiple people, in a room at the same time. The point of having an outward facing booking functionality, is so that the outside world can pick something, and from a system point of view, the 'equivalent' of outlook's "Scheduling assistant" takes over. Namely, the 'next available' time functionality - which clearly is already in existence in MS, via thes scheduling assistant - is converted to an outward facing "Here's what's available" set of options. In outlook, scheduling assistant is smart enough to even offer, under it's 'autopick' options, a list that includes a) all people and resources, b) all people and one resource, c) required people, d) required people and one resource. So clearly the intelligence is there, across multiple domains (I've seen this work with two identities I maintain in O365). Why this wouldn't be possible (and even relatively easy) to use as an engine for Bookings, is a little strange. I've seen this request in multiple forums. It's odd no one has pointed out that this very functionality of comparing calendars and noting conflicts, already exists within Microsoft.
Martijn Bloemen commented
This feature would also allow to make a flexible room reservation for certain services as it would check the availability of multiple schedules to plan an appointment. For us, this is a key missing feature at this moment.
We have limited meeting rooms that are also reserved outside the bookings platform. For some services it is required to have a more discreet meeting room and or require a second agent in the meeting.
Jonathan Houk commented
Not only allow for the customer to book two staff members but allow for the bookings calendar to combined the two staff persons schedules and only show times they are BOTH available. It would be nice if that were a default option behind the scene where we know two persons would attend every meeting for a particular service.
Kim Atkinson commented
It would ideal if there was a calendar to confirm if two (or more) people were available to book them