# Online Scheduler Settings (Event Scheduling)

<div align="left" dir="ltr" id="bkmrk-booking-settings-boo"><table style="width: 103.452%; height: 3787.92px;"><colgroup><col style="width: 39.6975%;" width="337"></col><col style="width: 60.3025%;" width="277"></col></colgroup><tbody><tr style="height: 92.625px;"><td colspan="2" style="height: 92.625px;">### <span style="color: rgb(0, 0, 0);">**Booking Settings**</span>

</td></tr><tr style="height: 73.4375px;"><td colspan="2" style="height: 73.4375px;">#### <span style="color: rgb(0, 0, 0);">**Booking Window**</span>

</td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">**Booking Opens**</span>

</td><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">Select the date and time you would like the scheduler to open for participants.</span>

</td></tr><tr style="height: 63.375px;"><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">**Booking Closes**</span>

</td><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">Select the date and time the scheduler should close and no longer accept bookings.</span>

</td></tr><tr style="height: 63.375px;"><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">**Admins can access the scheduler at any time**</span>

</td><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">Check this to ensure Administrators can access the scheduler even when it is closed to the public.</span>

</td></tr><tr style="height: 105.516px;"><td colspan="2" style="height: 105.516px;">#### <span style="color: rgb(0, 0, 0);">**For schedulers with multiple booking dates, close booking:**</span>

</td></tr><tr style="height: 29.7969px;"><td colspan="2" style="height: 29.7969px;"><span style="color: rgb(0, 0, 0);">Close booking at a specific time of day, XX days before the appointment.</span>

</td></tr><tr style="height: 29.7969px;"><td colspan="2" style="height: 29.7969px;"><span style="color: rgb(0, 0, 0);">Close booking XX hours/days/weeks/months before the appointment</span>

</td></tr><tr style="height: 29.7969px;"><td colspan="2" style="height: 29.7969px;"><span style="color: rgb(0, 0, 0);">Close booking XX hours before the first appointment of the day.</span>

</td></tr><tr style="height: 92.625px;"><td colspan="2" style="height: 92.625px;">### <span style="color: rgb(0, 0, 0);">**Booking Limits:**</span>

</td></tr><tr style="height: 63.375px;"><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">**Maximum per Event** </span>

</td><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">Sets a total limit on the number of appointments allowed for the entire event. Set to 0 for no limits.</span>

</td></tr><tr style="height: 63.375px;"><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">**Maximum Per Child** </span>

</td><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">Sets a cap on the number of appointments allowed for each individual student. Set to 0 for no limits.</span>

</td></tr><tr style="height: 96.9844px;"><td style="height: 96.9844px;"><span style="color: rgb(0, 0, 0);">**Duration between appointments** </span>

</td><td style="height: 96.9844px;"><span style="color: rgb(0, 0, 0);">Enter a duration to prevent customers from booking too frequently. If a customer attempts to book within this window, they will see your custom "Cannot Book" message. </span>

</td></tr><tr style="height: 96.9844px;"><td style="height: 96.9844px;"><span style="color: rgb(0, 0, 0);">**per resource** </span>

</td><td style="height: 96.9844px;"><span style="color: rgb(0, 0, 0);">Restricts the frequency of bookings with a specific staff member or room. Select this to allow customers to book again quickly as long as they choose a different resource. </span>

</td></tr><tr style="height: 92.625px;"><td colspan="2" style="height: 92.625px;">### <span style="color: rgb(0, 0, 0);">**Cancellation Policy**</span>

</td></tr><tr style="height: 248.141px;"><td style="height: 248.141px;"><span style="color: rgb(0, 0, 0);">Customer may cancel their appointment up to **XX hours/days/weeks.** </span>

</td><td style="height: 248.141px;"><span style="color: rgb(0, 0, 0);">Use this setting to prevent participants from cancelling their appointments within a specific timeframe (hours, days, or weeks) before the scheduled start time. Set this value to 0 if you wish to allow cancellations up until the last minute. Conversely, a very high value effectively disables the cancellation option for participants. </span>

<span style="color: rgb(0, 0, 0);">Note: Closing the scheduler only prevents new bookings; it does not stop participants from cancelling existing appointments unless this lock-out period is active.</span>

</td></tr><tr style="height: 71.422px;"><td colspan="2" style="height: 71.422px;">### <span style="color: rgb(0, 0, 0);">**Share Your Scheduler**</span>

  
</td></tr><tr style="height: 73.4375px;"><td colspan="2" style="height: 73.4375px;">#### <span style="color: rgb(0, 0, 0);">**Scheduling Link**</span>

</td></tr><tr style="height: 96.9844px;"><td style="height: 96.9844px;"><span style="color: rgb(0, 0, 0);">**Account Scheduling Link**</span>

</td><td style="height: 96.9844px;"><span style="color: rgb(0, 0, 0);">Displays all available events on the scheduler.</span>

<span style="color: rgb(0, 0, 0);">If you have only one open event on the vendor account, we recommend that you use the Scheduling link for the account.</span>

</td></tr><tr style="height: 63.375px;"><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">**Event Scheduling Link**</span>

</td><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">Displays the scheduler of the selected event with the ability to select other available events on this account.</span>

</td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">**Customize the event link**</span>

</td><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">Allows you to customise the scheduling link for the selected event parameter.</span>

</td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">**Scheduling link for the category**</span>

</td><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">Displays the scheduler with the list of event(s) of the selected category. </span>

</td></tr><tr style="height: 92.625px;"><td colspan="2" style="height: 92.625px;">### <span style="color: rgb(0, 0, 0);">**Display Settings**</span>

</td></tr><tr style="height: 73.4375px;"><td colspan="2" style="height: 73.4375px;">#### <span style="color: rgb(0, 0, 0);">**Scheduler Display**</span>

</td></tr><tr style="height: 182px;"><td style="height: 182px;"><span style="color: rgb(0, 0, 0);">**Display Scheduler in a: date, text, list, vertical, table format** </span>

</td><td style="height: 182px;"><span style="color: rgb(0, 0, 0);">[There are five ways you can display your slots. ](https://help.pickatime.com/books/additional-event-features/page/event-display-options)</span>

1. <span style="color: rgb(0, 0, 0);">Table \* This is the only option for PTA events. </span>
2. <span style="color: rgb(0, 0, 0);">Text</span>
3. <span style="color: rgb(0, 0, 0);">List</span>
4. <span style="color: rgb(0, 0, 0);">Vertical</span>
5. <span style="color: rgb(0, 0, 0);">Date</span>

</td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">**Display calendar to navigate over dates**</span>

</td><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">Displays a calendar interface to help users browse different dates easily.</span>

</td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">**Display paginator to navigate over dates**</span>

</td><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">Allows to display of multiple dates with slots on one page. </span>

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: rgb(0, 0, 0);">**Shows end times**</span>

</td><td style="height: 29.7969px;"><span style="color: rgb(0, 0, 0);">Displays the end time of the slot. </span>

</td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">**Show Number of Available Openings** </span>

</td><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">Show the number of appointment slots for the appointment time. </span>

</td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">**Display X weeks/days of slots on the scheduling page with a max capacity of XXX slots per day** </span>

</td><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">Determines the volume of days or weeks visible to the customer at one time.</span>

</td></tr><tr style="height: 63.375px;"><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">**Display X days of time slots** </span>

</td><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">Enter a value here if you would like to display only a certain number of days/weeks/months to your customer. </span>

</td></tr><tr style="height: 147.375px;"><td style="height: 147.375px;"><span style="color: rgb(0, 0, 0);">**Limit visible openings to x per slot and reveal the next available slot when xx% of slots are booked** </span>

</td><td style="height: 147.375px;"><span style="color: rgb(0, 0, 0);">This will allow you to initially display only part of the available appointments per slot on the online scheduler. You can set the number of slots you would like initially to show up on the scheduler. The default is set to 100%, but can be adjusted. Once your selected % of slots is booked, the rest will open up. </span>

</td></tr><tr style="height: 109.422px;"><td colspan="2" style="height: 109.422px;">### <span style="color: rgb(0, 0, 0);">**Resource Display** </span>

<span style="text-decoration: underline; color: rgb(0, 0, 0);">**Note: different options will appear depending on the selected scheduler display format**</span>

</td></tr><tr style="height: 80.1875px;"><td style="height: 80.1875px;"><span style="color: rgb(0, 0, 0);">**Hide resources on the Scheduling Page**</span>

</td><td style="height: 80.1875px;"><span style="color: rgb(0, 0, 0);">When using the Text, Vertical, or List displays, these options appear to allow you to show or hide the resources for your participants. </span>

</td></tr><tr style="height: 80.1875px;"><td style="height: 80.1875px;"><span style="color: rgb(0, 0, 0);">**Resource selection format (only active if the resources are NOT hidden):** </span>

</td><td style="height: 80.1875px;"><span style="color: rgb(0, 0, 0);">When using the Text, Vertical, or List displays, you can opt to show the resources in a drop-down, vertically or as buttons. </span>

</td></tr><tr style="height: 29.7969px;"><td style="height: 29.7969px;"><span style="color: rgb(0, 0, 0);">**Custom label for Resource** </span>

</td><td style="height: 29.7969px;"><span style="color: rgb(0, 0, 0);">Create a custom label for Resource</span>

</td></tr><tr style="height: 63.375px;"><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">**Display resource description** </span>

</td><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">When using the Table or Date display, you can add the description to the resource’s legend on the CUI. </span>

</td></tr><tr style="height: 80.1875px;"><td style="height: 80.1875px;"><span style="color: rgb(0, 0, 0);">**Display room** </span>

</td><td style="height: 80.1875px;"><span style="color: rgb(0, 0, 0);">When using the Table or Date display, the scheduler will show the Room value on the scheduler in the list of resources, next to the resource’s name. </span>

</td></tr><tr style="height: 92.625px;"><td colspan="2" style="height: 92.625px;">### <span style="color: rgb(0, 0, 0);">**ADVANCED SETTINGS**</span>

</td></tr><tr style="height: 63.375px;"><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">**Online Meeting Provider** </span>

</td><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">Select the integrated video conferencing tool (Zoom, Google, MS Teams) to be used for virtual appointments. </span>

</td></tr><tr style="height: 64.8281px;"><td colspan="2" style="height: 64.8281px;">##### <span style="color: rgb(0, 0, 0);">**Multiple Appointment Booking** </span>

</td></tr><tr style="height: 46.5938px;"><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">**Allow customers to take multiple slots** </span>

</td><td style="height: 46.5938px;"><span style="color: rgb(0, 0, 0);">This allows your customer to book more than one slot per appointment time. </span>

</td></tr><tr style="height: 63.375px;"><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">**Allow overlapping appointments** </span>

</td><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">Enables customers to book multiple appointments that occur at the same time. </span>

</td></tr><tr style="height: 64.8281px;"><td colspan="2" style="height: 64.8281px;">##### <span style="color: rgb(0, 0, 0);">**Appointment Changes** </span>

</td></tr><tr style="height: 63.375px;"><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">**Allow customers to see and cancel past appointments** </span>

</td><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">Permits users to view their history and manage appointments that have already passed. </span>

</td></tr><tr style="height: 63.375px;"><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">**Don't allow customers to change appointment time** </span>

</td><td style="height: 63.375px;"><span style="color: rgb(0, 0, 0);">Removes the ability for participants to reschedule their existing appointment times. </span>

</td></tr><tr style="height: 88.3438px;"><td colspan="2" style="height: 88.3438px;">##### <span style="color: rgb(0, 0, 0);">**Appointment Limit for Resources:** A resource is whoever or whatever holds the slots - staff, a room, or any entity you choose. </span>

</td></tr><tr style="height: 80.1875px;"><td style="height: 80.1875px;"><span style="color: rgb(0, 0, 0);">**Maximum appointments per resource per day** </span>

</td><td style="height: 80.1875px;"><span style="color: rgb(0, 0, 0);">Limits how many appointments a single resource (e.g., a teacher) can accept daily, regardless of total available slots. Set to 0 for no limits. </span>

</td></tr><tr style="height: 80.1875px;"><td style="height: 80.1875px;"><span style="color: rgb(0, 0, 0);">**Student Selection** </span>

</td><td style="height: 80.1875px;"><span style="color: rgb(0, 0, 0);">Require parents to select their student's name from a dropdown menu. (Note: This requires student data to be imported first.) </span>

</td></tr><tr style="height: 111.859px;"><td style="height: 111.859px;"><span style="color: rgb(0, 0, 0);">**Allow customers to select a timezone from the list of allowed timezones** </span>

</td><td style="height: 111.859px;"><span style="color: rgb(0, 0, 0);">Check if you want to display a drop-down of time zones to your customers so that they can change the time zone they can view and book their slots in. </span>

</td></tr></tbody></table>

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