PLATFORM · CAPABILITY
Scheduling and availability
Scheduling in EveryonePlans covers three different problems that usually need three different tools: the team calendar, public self-service booking against real availability, and finding a time that works for a group of people who do not share a calendar.
01THE PROBLEM
Why this is worth having
A shared calendar answers "when is Dave free". It does not answer "when can a customer book Dave without asking", and it certainly does not answer "which of these four evenings works for eleven people". Most businesses solve the second with a separate booking product and the third with a group chat and a lot of patience.
02HOW IT WORKS
The mechanism
- Availability is derived from real commitments — jobs, events and existing bookings — rather than maintained as a separate calendar somebody has to keep accurate.
- A public booking page exposes only bookable time, with the rules you set: notice period, duration, buffer, who can book what.
- Availability polls ask a group for the times that work for them and show you the overlap, for the cases where nobody involved has a calendar you can see.
- Everything scheduled is a record like any other, so it can trigger a reminder, appear on an invoice, or be read over the API.
02bWITHOUT SIGNING IN
What it looks like.
Scheduling and availability — screenshot
REAL SCREEN CAPTURE, NOT GENERATED. A week view with real bookings on it, and the public booking page beside it showing genuine open slots. Capture at 1600x900 with believable seeded data — real-looking names, dates within the next two weeks, non-round money amounts — and blur anything identifying a real customer.
/art/screens/scheduling-and-availability.png03WORKED EXAMPLE
A booking that books itself
- You publish a booking page for site visits, thirty minutes, two days’ notice, no more than three a day.
- A customer picks a slot from the page on your own website. It is a real slot, because the availability came from your actual commitments.
- The visit is created, assigned, and added to the schedule; a confirmation goes out under your brand.
- A reminder fires the day before without anybody scheduling it, because the reminder is a rule attached to the type of appointment, not a task on somebody’s list.
04QUESTIONS
About scheduling and availability
Do you have public booking pages?
What is availability polling for?
Can I put booking on my own website?
05READ NEXT
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