What are Scheduling Defaults?
Scheduling Defaults allow you to select the settings for your usual scheduling flow(s), eliminating the need to toggle features on or off each time you create a new event.
Why use the Scheduling Defaults?
This tab allows you to:
- Streamline the scheduling process and save you valuable time
- Reduce scheduling inconsistencies between team members
- Configure different default settings for different locations
How do I use the Scheduling Defaults?
Steps
1. Select the "Stream Settings" tab on your Dashboard Menu
2. Select "Scheduling Defaults"
3. The first tab shows "All Locations", select the location you wish to view
4. Update and review your selections
5. Press "Save" - these selections will be applied to any new events scheduled
A Note On Selections
1. A lock symbol is associated with paid add-ons. A lock instead of a toggle indicates that this feature is not enabled or set up on your account.
2. A light grey toggle indicates that a feature cannot be enabled unless another feature is enabled first. For example, "Event Registration" needs to be toggled on in order for "Require Registration" to be toggled on.
FAQ
When I make changes to "All Locations" on the Scheduling Defaults, how are these changes applied?
The changes will be applied only to locations where the features are available. If a feature is turned on but isn't supported at a particular location, the feature won't apply to that location. Just a heads-up: any changes to "All Locations" will replace the default settings you've set for individual locations.
When I make changes on the Scheduling Defaults, are my already scheduled events updated as well?
No, the changes will only be applied to all events that have not yet been scheduled. Events that have already been scheduled will not reflect any changes made in the Scheduling Defaults tab.
What happens if I want to change my settings for a specific event?
Any changes made in the scheduling flow for a new event will override the existing default options on the Scheduling Defaults tab.
What permissions do I need to set the Scheduling Defaults?
Permissions for Scheduling Defaults is granted through Production Notes. Users with permissions for Production Notes will also be able to set the Scheduling Defaults for the location(s) where they are authorized.