Bring the power of Easy booking to your entire team. Make sure appointments are automatically distributed evenly among your users, based on the criteria you set.

This article covers:

• Easy booking PRO vs Easy booking
• How to use Easy booking PRO
• How to analyse results of appointment booking forms

Easy booking PRO vs Easy booking

How to use Easy booking PRO

Easy booking lets you create a link for people to book appointments with you. With Easy booking PRO, you can scale this to all of your team. Shared booking pages require the Easy Booking PRO add-on, and only administrators and users with Marketing access can create them. Here's how:

1. Activate the Easy Booking PRO add-on
2. Click Settings → Marketing → Easy booking PRO:
   
   
    
3. Click Create a new shared page:
   
   
    
4. The process involves 6 steps. You can either click each tab, or scroll down to each:
   
   
    
5. Under Distribute, turn on Of selected users below, prioritize the account manager if available. to give the booking to the company's account manager when they are one of the selected users and free at that time:
   
   
    

6. Now choose the users or roles who can accept appointments. Either type in the search bar, or click the dropdown:
   
   

7.  Tick the grey box next to the user/role name to select/deselect the user or role (users have to activate Easy booking to be selected):
   
   
    
8. Enter the user/role's Max appointments per day (an empty field means Unlimited):
   
   
    
9. Scroll down or click the Shared booking page tab. 
10. Add a title and description that will display on your booking page. You can include your logo, there's a rich text editor, plus you can insert an email signature:
    
    
     
11. Under How long is this appointment?, choose one or more durations: 15, 30, 45 or 60 minutes. Click Add custom length to pick longer durations, in 15-minute steps up to 3 hours:
    
    
     
12. Click the box to choose which days and times can be booked for the team:
     
    
     
13. The Edit availability pop-up appears. Set the times you can be booked with From and To, and click Add interval to add more time ranges that day. Click I'm unavailable to block the whole day. Under Save for, choose whether the change applies only to that date, to that weekday every week, or to the rest of the week:
    
    
     
14. Click Save changes. Below the calendar, choose the Time zone people see your availability in. Then set how many days ahead people can book (1), and whether it's business days only (2). You can also set if there should be a gap between each appointment (3), and how close to an appointment time can people book (4):
    
    
     
15. The appointment is created in the calendar of the user who gets the booking, with the appointment type from that user's own calendar app settings. Each user sets it under Settings → My profile → their calendar app (for example Google Calendar), in the dropdown for the Easy booking appointment type
     
16. Scroll down or click the Invitation tab. Here's where you can add extra information about the meeting to be sent on the calendar invitation. Include an agenda, meeting link, or location:
    
    
     
17. Scroll down or click Booking form. With the Prospecting add-on, turn on Suggest matching companies to have the form offer autocomplete suggestions for the company field. Under Phone number, turn on Required to make the phone number field required
      
18. The next tab is Follow-up. The internal name field is for your reference and will show up in any reporting. Add campaign codes, or anything that helps your team organise and classify your bookings. Turn on Assign companies that book appointments to assign the booking company to the user who gets the appointment
       

19. Scroll down or click Embed. Here's where you'll find the appointment booking code. The code is generated once the page has been saved with Save booking page. You can change the Size, click Preview to check its appearance, and turn on Show logotype. To match your website, turn on Use company profile. The iframe then uses the colours and fonts from your company profile, and you can adjust them on the Colours and Typography tabs. When you're ready, click Copy code and paste it into your website where you want the page to appear

     

20. Click Save booking page. The Easy Booking PRO algorithm distributes each booking among the selected users, based on their booking limits and how many bookings they already have.

How to analyse results of your Easy booking links

Got your forms published? Want to see how many clicks and appointments each form is bringing in? Analyse performance of your Easy booking links in the Report centre.

To measure how many meetings were booked through Easy booking, use the Booked appointments widget, or Completed appointments for the meetings that were completed. Group or filter the widget by Easy booking link to see the number for each booking page. Meetings booked in other ways are shown as Not from an Easy booking link.

1. Open the Report centre
2. Open the Appointments dashboard:
   
   
    
3. Click the three dots (···) on a widget and click Edit widget. Easy booking link appears as a filter option:
   
   
    
4. Click the dropdown to choose the link to analyse
5. That's it!