Question 1

What is team scheduling?

Accepted Answer

Team scheduling allows multiple team members to manage bookings under one account while maintaining individual control over their schedules.With CozyCal, each team member can create their own event types with custom durations, pricing, and booking rules, set their own availability that reflects their personal schedule, and create personal booking pages (like yourcompany.com/john or yourcompany.com/sarah).

Team members can also join shared team booking pages where clients can book with "any available team member."CozyCal supports three intelligent scheduling modes: round-robin booking automatically distributes appointments evenly across available team members, priority ranking books preferred team members first before distributing to others, and multi-host collective scheduling pools availability when multiple team members need to attend the same meeting, perfect for depositions, client pitches, or collaborative consultations requiring an attorney and paralegal together.

All team members share one admin account, making it easy to manage bookings, clients, and calendars from a centralized dashboard.

Question 2

What are the benefits of using a team scheduling tool?

Accepted Answer

Managing your team's availability and scheduling flow can be time-consuming. The process becomes more cumbersome as your team grows. Team scheduling software like CozyCal can help you plan, assign, and manage team member availability with automation. The benefits of using a team scheduling tool include: coordinate team member availability easily in one central location, cut down manual, repetitive work and save time with automations, auto-assign booked appointments to team members in a round-robin style to increase efficiency, and get an overview of the team's overall bookings and schedule.

Question 3

How do I create team scheduling in CozyCal?

Accepted Answer

Creating a custom team scheduling is simple. You can invite team members to join your team. There are two team scheduling structures you can choose to set up.
‍
Option one is to have team members joining the same booking page and add availability to shared event types. This option is ideal if you want the entire team’s event types and availability to be shown on the same booking page. Booking guests can choose a specific team member or any team members. You can enable round-robin booking to auto-assign booked meetings to evenly distribute work among the team.
‍
Option two is to have team members create personal booking pages. Team members have the autonomy to customize the booking page’s settings for a personalized scheduling experience. This option is ideal if team members only want the booking page to exclusively display their own offered services and availability.

Question 4

How does round-robin scheduling work in CozyCal?

Accepted Answer

Round-robin scheduling automatically distributes appointments evenly across your team members to balance workload. When a client books with "any available team member," CozyCal assigns the appointment to whoever has received the fewest bookings for that specific event type, ensuring fair distribution.

‍Advanced options include: You can designate a reserved host (a specific required team member) and create a round-robin group for the second host. For example, all consultations require your senior attorney (reserved), but CozyCal round-robins the paralegal assignment among your three paralegals. This ensures the key person is always present while distributing support roles evenly.

You can also create multiple round-robin groups where different positions rotate independently, perfect when you need specific role combinations but want balanced distribution within each role.

Question 5

What is multi-host collective scheduling?

Accepted Answer

Multi-host collective scheduling pools the availability of multiple team members who all need to attend the same appointment. Instead of booking each person separately, CozyCal shows only time slots when everyone required is available simultaneously.

‍Flexible host assignment: You can configure multi-host events with different assignment methods. Assign specific required team members (all hosts are predetermined), combine reserved hosts with round-robin (specific team lead + rotating assistant), or round-robin multiple positions independently (rotate from one group + rotate from another group).

For example, set up "Client Strategy Session (Account Manager + Designer)" where CozyCal round-robins an account manager from your client services team and round-robins a designer from your creative team, ensuring both roles distribute evenly while finding times all selected people are available.

Question 6

Can I assign priority to team members?

Accepted Answer

Yes. Priority ranking lets you designate which team members should receive bookings first before distributing to others. This is perfect when you have senior staff, specialists, or preferred team members you want to prioritize.

For example, you can set your senior photographer as Priority 1 and junior photographers as Priority 2. When clients book "any available," CozyCal first checks if your senior photographer has availability. Only if they're fully booked does the system assign to junior photographers. This ensures your most experienced or revenue-generating team members maximize their schedule before routing appointments to others.

Question 7

Can I create unlimited booking pages within a team?

Accepted Answer

Yes! You can create unlimited booking pages within a team. You can also create unlimited teams within an account. However, each team is on its own plan and is charged individually.

Question 8

Can I belong to multiple teams on CozyCal?

Accepted Answer

Yes. You can join multiple teams with the same email address. But each one of these teams is on its own plan and needs to be upgraded individually.

Question 9

What admin rights come with team scheduling?

Accepted Answer

As the admin, you can invite and remove team members, as well as grant admin access to select team members.Only admins can change a team booking page’s page settings including booking page URL, background color and image, and access billing information.

Admins can also edit other team members’ availability and email notifications. As the admin, you can filter to see team members’ scheduled appointments on one calendar. You can also manage other team members’ availability on an intuitive interface.

Question 10

What is the pricing for team scheduling?

Accepted Answer

Each team member is charged $20 per month per user if you choose monthly billing. With yearly billing, you pay $15 per month per user.

Question 11

Can I use a demo of CozyCal for my team scheduling?

Accepted Answer

Yes! Feel free to book a demo session with us. We can discuss how we can help you create an efficient team scheduling flow.

A delightful appointment scheduler loved by teams

Manage team appointment scheduling with a streamlined process or let team members create their own customized booking flow

Build a customized team scheduling flow

Customize intake form to collect information

Send white label automatic email notifications

Control how your team gets booked

Manage event settings and team availability

Track team booking history in the client database

Set flexible team scheduling types to maximize bookings

Schedule one-on-one and multi-host meetings with selected team members

Accept multiple bookings per time slot for group meetings

Power up team scheduling with integrations

Video calls via Zoom or Google Meet

Connect with Stripe to charge payments and sell packages

Work better, together

Questions & Answers

Start receiving more bookings online today!