Within the Bookings module, it's possible to set up scenarios with multiple interviewers and multiple attendees. This means your unique booking situations can be easily managed by Funnel!

You can create bookings that can accomodate multiple groups when creating or managing a booking type.

Navigate to the Bookings module in Funnel, click "Manage time slots" and "Manage booking types". Next, locate the booking type you'd like to update and click the three dot menu. From the drop down menu, select "Manage booking type" again.

After navigating to the tab, you can configure the Number of groups per booking, which will allow you to generate multiple availabilities per booking time.

Once you've set the number of groups per booking, you'll be taken to a spot where you can manage your time slots. Here you'll notice that the calendar has automatically created the correct number of sessions per booking!

For example, if you had 3 groups per booking when generating your session times, the calendar will automatically generate those 3 availabilities.

Now we'll show you how to create a new booking type that accommodates group bookings.

First, navigate to the Bookings module in Funnel. Then click "Manage time slots" and "New booking type". Fill out the first few steps until you reach "3. Sessions"

On the sessions page, you can configure the Number of groups per booking, which will allow you to generate multiple availabilities per booking.

Once you've set the number of groups per booking, the calendar will automatically create the correct number of sessions per booking.

For example, if you had 3 groups per booking when generating your session times, the calendar will automatically generate those 3 availabilities.

If you have dedicated interviewers, you can add these to your booking types. This will generate a session for each interviewer and will simplify the setup for bigger booking types. Adding interviewers will also allow the system to send a dedicated booking confirmation email to the interviewer, create a separate calendar link per person and allow an individual virtual link if the booking is virtual.

Navigate to the bookings module in Funnel, click "Manage time slots" and "Manage booking types". Locate the booking type you'd like to update and click the three dot menu. From the drop down menu, select "Manage booking type" again.

After navigating to the tab, you can select the Link sessions to an interviewer option and then add your interviewers.

Navigate to the bookings module in Funnel, click "Manage time slots" and "New booking types". Fill out the first few steps until you reach "3. Sessions"

On the Sessions page, you can select the Link sessions to an interviewer option and then add your interviewers.

When adding an interviewer, you'll be prompted to select a Funnel user within the system to be assigned as an interviewer, or you'll have the option to add a new interviewer. When adding a new interviewer, you'll need to type their name and then add the email which is used to let that person know when someone booked a session. If this is a virtual booking type, you can also add a virtual booking link per interviewer.

Once you've set the number of groups per booking, the calendar will automatically create the correct number of sessions based on the number of interviewers.

For example, if you assign 3 interviewers, the calendar will automatically generate 3 availabilities per session time.

To change interviewers, navigate to "manage booking type" and click on the "Sessions" tab. In here, you can click into an existing interviewer and click the three dots menu. From the drop down menu, select "edit interviewer". Then simply change the interviewer and email address here.

Please note:

To remove one or more interviewers from a booking type, navigate to "manage booking type" and click on the tab. In here you can click into an existing interviewer and click the three dots menu, selecting "Remove interviewer" from the drop down menu. This change will be set live and is reflected on the booking form immediately.

If an interviewer is absent or unavailable at a certain time or day only, you can update the individual time slot without affecting the global booking type settings.

Navigate to "mange booking type" and click on the corresponding time slot on the calendar. When the slide-out appears on the right, click on the edit icon and scroll down until you see the interviewer you want to remove. Click the remove icon next to the interviewers' name and click on "Save changes". This change will be set live and is reflected on the booking form immediately.

You can view an overview of all bookings for a specific day and interviewer by navigating to the Bookings module, then choosing the booking type and day that you would like to view. When viewing the list of all booked sessions, you can filter by interviewer using the quick filters shown above the table.

Yes, you can copy individual interviewer calendar links. From your booking page navigate to "Manage booking type" and click on the tab. Click the three dot menu next to your interviewers name and "Copy individual calendar link".

Q. What happens if I have an existing booking type where I generated multiple session times at the same time slot to cater for multiple bookings?

The calendar will automatically consolidate those bookings and generate the availabilities.

Q. What happens if I have session times running at different start times that overlap? We allow a maximum of two sessions to overlap.

Q. Can I generate a calendar link per interviewer?

Yes, you can do so by following the instructions here.

Q. How are the interviewers assigned?

Bookings will be randomly assigned to an interviewer with availability.

Q. Will the registered leads be notified when I change an interviewer?

No, this change will happen in Funnel only.

Q. When a booking type is virtual, where can I find the individual booking link to be sent to the lead?

This link can be set up in the "sessions" tab under "manage booking type" and the leads will receive the virtual link when they book a time.

Q. Can I change a booking type from multiple sessions per booking to just 1 session per booking?

Q. What if an interviewer is unable to attend on the day? Can I transfer bookings?

Yes, you can do this by changing the interviewer on that day only.

Q. Are there any changes to what the parents/ guardians see on the booking page when they are booking a session?

Our booking form remains unchanged.

Q. Can I keep existing booked sessions when I remove an interviewer ?

When you remove an interviewer, the system will check if there are any upcoming booked sessions with that interviewer. If there are, Funnel will offer to transfer these to another available interviewer. If there are no available interviewers left, the system will warn you and you have the option to cancel these and email the registered leads.

Q. Can I keep existing booked sessions when I reduce the amount of group bookings?

When you reduce the amount of group bookings globally or on an individual time slot, the system will check if there are any upcoming booked sessions that won't fit within the new settings. If there are, Funnel will offer to