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Schedule Editor

The Scheduling Editor is where organizers can setup their events for customization and easy sharing.

Configuring and Using the Schedule Editor

This guide goes over how organizers configure options for their events. When complete, organizers can share the link for attendees to book on the Scheduling Page.

Creating a Scheduling Page

Organizers go through a simple onboarding process to create their first page when clicking Add Scheduling Page. From here, organizers edit basic information for event info and availability. Sharing the Scheduling Page is as simple as clicking Copy Link. Users can start booking events on the organizer's page through that link.

Editing a Scheduling Page

Organizers can edit their respective Scheduling Pages by clicking on the Edit button. The main tabs are on the left of the Schedule Editor.

  • Event Info: Various properties about the event.
  • Calendars: Specify calendar to check for available times.
  • Opening Hours: Set the default timezone and availability hours.
  • Booking Flow: Configuration for booking actions.
  • Reminders: Create email or webhook reminders.
  • Custom Fields: Option to request additional information from attendee.
  • Page Styles: Customizing look and feel of Schedule Editor for organizer.

Event Info

The Event Info tab of the Schedule Editor allows an organizer to configure various properties about the event, including the title and location. Here's an example video showing how to update settings.

Setting Description
Event Title The title of the event. Booked events show up on both the organizer and attendee calendars.
Location Location of the event. This is a text field and can also be a physical address or a video conference link.
Duration The length in time of the event.
Minimum Booking Notice The minimum amount of time in the future for planning the event.
Minimum Cancel Notice The minimum amount of time necessary for an attendee to cancel before the events starts.
Future Limit The amount of time into the future for booking events.
Buffer Time The minimum amount of time between booking events.
Cancellation Policy Attendees receive this message if trying to cancel the event. Attendees are asked to give a reason for cancellation.

Calendars

On the Calendars tab, Organizers can specify the calendar to check when finding available times for an attendee to book. Also, the advanced option allows an organizer to check availability across multiple calendars. When specifying multiple calendars, the organizer must have the time slot availabile across every calendar in order for an attendee to view it on the Scheduling Page.

Organizers can also choose to book the meeting on a calendar that is separate from where availability is checked in the advanced settings section.

Opening Hours

The Opening Hours tab allows a user to set the default timezone for display on the Scheduling Page. This section also has the setup for available open hours when an attendee is trying to book a meeting.

Booking Flow

In the Booking Flow tab, Organizers can decide the booking actions as well as direct attendees to a specified page.

Automatic Booking: Attendees can instantly book an event with an Organizer without further confirmation.
Manual Booking: Manual requires the Organizer to approve the booking via email notification
Hosted Page: Show the attendee the standard thank you page after the event is booked.
Custom Page: Redirect the attendee to a link of your choice.

Custom Page Notice

If you're redirecting a user to a Custom Page, information about the booking is also included as query parameters in the URL.

Booking Query Parameters

When you send users to a booking page, you can pass in your query parameters. This example contains information about the attendee.

https://schedule.nylas.com/mike?patient_id=Ax1233B

The parameters are saved in the following places:

  • Follow up emails
  • Edit links
  • Cancel links
  • Thank you page

You can pre-fill the query parameters ?email and ?name if your application already knows the guest's identity. Guests are still asked to confirm the booking and provide any additional fields defined in the Scheduling Page configuration.

Example

https://schedule.nylas.com/nylas-book-me/book/1615997400?prefilled_readonly=true&name=Albert&email=al@einstein.com&custom_field_1=Hello&custom_field_2=World`

You can also send this parameter.

  • prefilled_readonly=true - Any other form values passed in are uneditable by the user.

Passing ?prefilled_readonly=true to a Scheduling Page URL makes any other form values passed in the query string uneditable by the user.

The user can't edit the values as the fields are grayed out. Both standard and custom fields can't be edited.

You can combine prefilled_readonly with iframe HTML elements to hide the URL bar and prevent users from modifying the values.

Reminders

Organizers in the Reminders tab can create email or webhook reminders for upcoming meetings up to 30 days in advance and as late as 15 minutes before the event. You can also choose who receives these reminders. This can be the organizer, the attendees, or everyone.

Custom Fields

In the Custom Fields tab, you can enable meeting organizers to request additional information from an attendee other than the required name and email address.

When creating a custom field, the organizer must set the following details in the Schedule Editor:

  • Label: The label is visible to attendees that are booking a meeting.
  • Identifier: The identifier for the label that can be used by a developer.
  • Type: One of text, multiline, email, phone, number, dropdown, checkbox. See the supported types with descriptions below.
  • Required: Whether or not this field must be filled out to book a meeting.

These types of fields are supported.

  • Text: Single line text input.
  • Multiline: Multi line text input.
  • Email: An email. This custom field validates that the email is a valid address.
  • Phone: A phone number. This custom field validates that the phone number is a valid.
  • Number: A number. This custom field validates that the number is a valid.
  • Dropdown: Dropdown to select a single item from a list.
  • Checkbox: Checkbox for a specific value.

Page Styles

As a developer, you can customize the look and feel of the Schedule Editor in the Page Styles tab. Here you can set defaults for what the Scheduling Page looks like for the organizer who is creating a Scheduling Page. The organizer can then further update the look and feel of the Scheduling Page through the Schedule Editor.

  • Company Name
  • Company Logo
  • Custom Page Slug
  • Theme Color
  • Submit Button label
  • Thank you message

Congratulations!

Your Scheduling Page is configured and you're ready to share it with people for easy booking!