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Calendars & Appointments

Creating Collective Booking Calendars

TABLE OF CONTENTS Set Calendar Primary Owner How would the Notifications work? Payments Go to Calendars ➝ Calendar Settings Click on "Create Calendar"…

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On this page
  1. Set Calendar Primary Owner
  2. How would the Notifications work?
  3. Payments

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TABLE OF CONTENTS

  1. Go to Calendars ➝ Calendar Settings
  2. Click on "Create Calendar"
  3. Select "Collective Booking"
Figure 1 What this shows Go to Calendars ➝ Calendar Settings Click on "Create Calendar" Select "Collective Booking" What this shows Illustrates "Creating Collective Booking Calendars". This screenshot appears in "Creating Collective Booking Calendars". The text alongside this image reads: Go to Calendars ➝ Calendar Settings Click on "Create Calendar" Select "Collective Booking". This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: Add the mandatory details for this calendar You can click on "Confirm" and your Collective Calendar will be created. Image 1 of 4 Where to goGo to Calendars ➝ Calendar Settings Click on "Create Calendar" Select "Collective Booking"
Fields in this part of the guide PaymentsCalendar Name
Buttons and menus referenced TABLE OF CONTENTSEdit calendarPaymentsNotifications & policiesWidget appearanceExternal syncBooking channelsAdvanced settings
Next stepAdd the mandatory details for this calendar You can click on "Confirm" and your Collective Calendar will be created.
Example values
Calendar Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure
  1. Set Calendar Primary Owner
  2. How would the Notifications work?
  3. Payments
  1. Add the mandatory details for this calendar
    1. Calendar Name
    2. Select Team members (A minimum of 2 team members are required for a Collective Calendar)
    3. Custom URL - This is auto-generated based upon the calendar name. If needed, you can edit it manually.
    4. Meeting Location - This is not mandatory but recommended. If no meeting location is added, then the Custom Meeting location for the primary owner would be taken as default.
  2. You can click on "Confirm" and your Collective Calendar will be created.
Figure 2 What this shows Add the mandatory details for this calendar You can click on "Confirm" and your Collective Calendar will be created. What this shows Illustrates "Creating Collective Booking Calendars". This screenshot appears in "Creating Collective Booking Calendars". The text alongside this image reads: Add the mandatory details for this calendar You can click on "Confirm" and your Collective Calendar will be created. This part of the guide covers 2 fields, listed below. Immediately after, the guide continues: 3. To customize the calendar after creation, click Edit calendar. Calendar Settings are grouped into sections for easier navigation. For items like Payments, Notifications & policies, Widget appearance, External sync, and Booking…. Image 2 of 4 How to confirmAdd the mandatory details for this calendar You can click on "Confirm" and your Collective Calendar will be created.
Fields in this part of the guide PaymentsCalendar Name
Buttons and menus referenced TABLE OF CONTENTSEdit calendarPaymentsNotifications & policiesWidget appearanceExternal syncBooking channelsAdvanced settings
Next step3. To customize the calendar after creation, click Edit calendar. Calendar Settings are grouped into sections for easier navigation. For items like Payments, Notifications & policies, Widget appearance, External sync, and Booking channels, open Advanced settings.
Example values
Calendar Name
Priya Raman

Illustrative values showing the expected format. They are not read from the screenshot.

All 3 steps in this procedure
  1. Set Calendar Primary Owner
  2. How would the Notifications work?
  3. Payments

3. To customize the calendar after creation, click Edit calendar. Calendar Settings are grouped into sections for easier navigation. For items like Payments, Notifications & policies, Widget appearance, External sync, and Booking channels, open Advanced settings.

Tip for Multi-Service Businesses:
If your business provides multiple services—like refrigerator repair, washer repair, or dryer repair—you have two effective ways to organize appointments:
Option 1: Create separate calendars for each service. This allows you to assign different team members, availability windows, and meeting preferences based on the specific service.

Option 2: Use a single collective calendar and add a custom form with a service selection dropdown. This lets customers choose the service type at booking, and you can internally route those appointments using contact assignment, tags, or automations.

Set Calendar Primary Owner

A primary owner in Collective booking would be that team member who would lead the appointment. The primary owner would also be the Appointment owner, and if the contact assignment is enabled then the contact would get assigned to the primary owner. 

By default, the first team member added to the collective booking would be made the primary owner and the primary owner in the Collective booking cannot be deleted. 

Change Primary Owner

To change the Primary owner:

  1. To change the primary owner, open Edit calendar, then go to Basic details (or the section that contains meeting/owner details). 
  2. You would see the option "Make owner" against all the team members who are not currently Primary owner
  3. Click on "Make owner" against the team member whom you want to make Primary Owner
  4. The owner would change as shown below and would be indicated with the "Owner" label next to them.
    Step 4 of 4: The owner would change as shown below and would be indicated with the… What this shows Step 4 of 4: The owner would change as shown below and would be indicated with the "Owner" label next to them. What this shows Shows what this covers for step 4 of 4 in the "Set Calendar Primary Owner" section of "Creating Collective Booking Calendars". This screenshot accompanies step 4 of 4 in the "Set Calendar Primary Owner" section of "Creating Collective Booking Calendars". At this point in the walkthrough you the owner would change as shown below and would be indicated with the "Owner" label next to them. Step 4 of 4Image 3 of 4 What this coversThe owner would change as shown below and would be indicated with the "Owner" label next to them.
    Buttons and menus referenced Edit calendarBasic details
    All 4 steps in this procedure
    1. To change the primary owner, open Edit calendar, then go to Basic details (or the section that contains meeting/owner details).
    2. You would see the option "Make owner" against all the team members who are not currently Primary owner
    3. Click on "Make owner" against the team member whom you want to make Primary Owner
    4. The owner would change as shown below and would be indicated with the "Owner" label next to them. this image

Please Note:

A Primary owner cannot be deleted from the collective booking calendar. To delete a team member please ensure that the team member is not the Primary owner
Set Calendar Primary Owner (image 4 of 4) What this shows A Primary owner cannot be deleted from the collective booking calendar. What this shows Illustrates the "Set Calendar Primary Owner" section of "Creating Collective Booking Calendars". This screenshot appears in the "Set Calendar Primary Owner" section of "Creating Collective Booking Calendars". The text alongside this image reads: A Primary owner cannot be deleted from the collective booking calendar. To delete a team member please ensure that the team member is not the Primary owner. Immediately after, the guide continues: Only the assigned user will receive the email notification. However all the Users would receive a calendar invite notification from their third party integrated calendars (Google, Outlook, iCloud). Image 4 of 4 What this coversA Primary owner cannot be deleted from the collective booking calendar. To delete a team member please ensure that the team member is not the Primary owner
Buttons and menus referenced Edit calendarBasic details
Next stepOnly the assigned user will receive the email notification. However all the Users would receive a calendar invite notification from their third party integrated calendars (Google, Outlook, iCloud).
All 4 steps in this procedure
  1. To change the primary owner, open Edit calendar, then go to Basic details (or the section that contains meeting/owner details).
  2. You would see the option "Make owner" against all the team members who are not currently Primary owner
  3. Click on "Make owner" against the team member whom you want to make Primary Owner
  4. The owner would change as shown below and would be indicated with the "Owner" label next to them.

How would the Notifications work?


Only the assigned user will receive the email notification. However all the Users would receive a calendar invite notification from their third party integrated calendars (Google, Outlook, iCloud).

Payments


Payments would continue to work for Collective Booking if they are enabled for the Calendar, where the user would have to make the payment first, and once the payment is confirmed only then would the appointment be booked.

Frequently asked questions

How would the Notifications work?
Only the assigned user will receive the email notification. However all the Users would receive a calendar invite notification from their third party integrated calendars (Google, Outlook, iCloud).

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