In this article
Objective
Configure specific services to include the ability to create group appointments so that multiple unrelated clients can attend the same event.
Use Cases
Group appointments are a great way to create an event where multiple people can attend, either at the same time or in staggered starts. For example:
Your organization would like to host an optional webinar on legacy gifting that clients can register for in advance
Your organization would like to offer an event with a designated staff on a specific theme, where clients can sign up for a designated time slot (for example, a Children's Account day, where parents can sign up in 15 minute intervals to open a bank account for their child)
You would like to schedule an internal team-building event with your department
Note: Clients/members must book into a group appointment using the online booking process, or by a staff member adding them through the schedule. Booking into a group appointment through the Contact Center is not available at this time.
Steps
From the navigation menu, click Services
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Do one of the following:
Click +Add to create a new service with group services enabled
Click More for an existing service to enable for that pre-existing service
From the Details tab, check Group Service
If desired, check Staggered Start to equip group appointments with the option to join the appointment at any time within the appointment window
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As a best practice, from Visibility, select Invite Only
This enables staff to share a scheduled event with clients who meet the criteria
When ready, click Save