Collective booking allows to conduct meetings that involve multiple users and a single customer. To create a collective booking event type, you'll have to:
Groups can be created and assigned while creating an event type. When the customer makes an appointment, any group can be booked for the appointment, depending on the availability of its members.
For example, let's say a hiring company relies on Zoho Bookings to schedule their interviews. In some cases, they may need multiple interviewers to meet with a candidate. A collective booking can be used for these interviews, which involve multiple interviewers and a single candidate.
Who can access this feature? |
Available on | Paid plan |
Super admin and admins | Can create and edit collective event types in all workspaces |
Workspace admins | Can create and edit it for their assigned workspaces |
Managers and Staff | Can only view the event details |
2. Steps to create a collective event type
Switch to the required workspace by clicking the workspace name under the Bookings icon
in the top-left corner. Click Event Types in the left pane and click + New Event Type in the right pane. Create New Event type screen will appear.

- Click Collective Booking in the screen below.

- In the next screen, fill out the below details:
- Event Type Name: Give a name to the event type. For example: "Panel meeting."
- Duration: Enter a time duration for a single appointment.
- Price: Select Free for cost-free appointments, and Paid for paid appointments. If the appointment is paid, enter the appointment cost.
- Meeting Mode: Choose whether the meeting method is Online or Offline.
- When you choose Online, it lists the video conferencing tool integrated, and you can select any one of it.
- When you choose Offline, it lists the in-person locations added under the workspace. You can select any one of them or add a new location by clicking +New Location.
- Click Next.
Note: The Price field is only to specify the cost per appointment. To collect payments online, you need to integrate any one of the payment gateways.
Furthermore, you can define the payment type under Event Type settings to make the payment as optional, full payment or deposit.

- Assign groups:
Similar to assigning a user to an event type, you can assign a group of users as a single entity. Multiple such groups can be assigned to an event type.
- In the Create and Assign Groups screen, choose users to form a group.
- Click Change Organizer and select Set as Organizer by selecting the required user.
- Enter a name for the group, then click Create.

- After creating a group, you can create multiple such groups by clicking Create Group and repeating the above three steps.

- After creating groups, click Create Event Type. This creates a collective event type in the selected workspace.
Once an event type is created, you can edit its settings by clicking the created event type.

Note:
A group can have a maximum of ten users.Please note that the organizer must integrate the selected video conferencing tool. Only then will a meeting link be generated. Note: A group can have a maximum of ten users. Please note that the organizer must integrate the selected video conferencing tool. Only then will a meeting link be generated.
3. Manage collective booking
3.1 Group assigned
To view/edit the groups assigned to an event type, navigate to Event Types > Required Collective Booking > Assigned Groups.
Here, you can:

3.2 Notifications
To include the user list in the notifications, you can use the variable, %cohosts%. This returns the email address of the co-attendees(users other than the organizer). This can be accessed under Event Types > Notification Settings.
3.3 Booking page
On the booking page, the customer can choose their preferred group and book the appointment. Also, they can view the users' names in each group by clicking View All adjacent to the group.
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