One-on-one event type - Zoho Bookings Help

One-on-one event type

AlertThis page is applicable for Bookings 2.0 version only. To view the equivalent Bookings 1.0 version, please check this page.
QuoteOne-on-One is an event type between one host and one participant. It is suitable for appointments such as consultations, customer support calls, product demos, or sales meetings that require one-to-one interaction. This event type helps businesses offer dedicated appointment slots with a specific host, ensuring a personalized and conflict-free scheduling experience for customers.

1. How One-on-One event types work 

You can create a one-on-one event type, configure its scheduling settings, and assign one or more users. When a customer accesses the booking page, the available time slots are displayed based on the settings configured for the event type and the availability of the assigned users. The customer can then select a suitable slot, provide the required information, and complete the booking. Once the appointment is scheduled, one of the available users is assigned to the booking based on availability.

For example
, a hospital can create a Doctor Consultation one-on-one event type, allowing patients to book appointments with one of the available doctors. 

Who can access this feature?

Available on

All plans

Super admin and admins

Can create and edit one-on-one event types in all workspaces

Workspace admins and manager

Can create and edit event types in their assigned workspaces

Staff

Can view only their assigned event types

2. Steps to create an one-on-one event type

  1. 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. The Create New Event type screen will appear. 

  2. Choose One-on-One in the screen below. 



  3. In the next screen, fill out the below details:
  1. Enter the Event Type Name near the icon eg.,Troubleshooting session.
  2. Duration: Enter a time duration for the appointment.
  3. Price: Select Free for cost-free appointments, and Paid for paid appointments. If the appointment is Paid, enter the appointment cost in the next text box.
  4. Meeting Mode: Choose whether the meeting method is Online or Offline. 
  1. When you choose Online, it lists the video conferencing tool integrated, and you can select any one of it. 
  2. 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.
  1. Click Next.
    Info
    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. 



  2. In the next screen, choose users to assign by selecting the checkbox of the required users. You can assign multiple users to the event type, and when the customer books, any one of the users gets booked for the appointment. 
  3. Click Create Event Type. This creates an one-on-one event type in the current workspace. 



    Once the event type is created, you can edit its 
    settings by selecting the created event type under the Event Types tab. 

Info

Info

  • Refer to this page to learn about various settings of the event type.

  • Learn the options of user selection on the booking page in this help document.


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