How to manage multiple scheduling modes to create different booking journeys

You may want to manage multiple scheduling modes within your Agendize account. Your project might be for instance to publish:

  • Use case 1: A first widget on your ‘Home Page’ that includes a round robin to distribute appointments across your staff.
  • Use case 2: A 2nd widget on your ‘Contact Us’ page that lets your lead/client choose first a staff member, and then the appointment type (service) they want to book.
  • Use case 3: A series of widgets on your ‘Meet the team’ page that includes dedicated scheduling widgets for each one of your staff members.
  • Use case 4: A series of widgets on your ‘Our Services’ page that includes dedicated scheduling widgets for each one of your services or groups of services.
  • Use case 5: Combine and push your creativity!


Use case 1: A first widget on your ‘Home Page’ that includes a round robin to distribute appointments across your staff

  1. Go to your Dashboard, click on Settings on the left below Scheduling, select a location from the dropdown menu at the top (if you have multiple), and then Scheduling Process.
  2. Set the scheduled mode as follows:
    • Service: Client will choose a service, and the staff member performing it will be automatically assigned (whether possible: to the same staff who was already assigned to a previous appointment with the same client).
    • Then click on Smart allocation: appointments will be assigned to the least busy staff of the day and week of the appointment.
  3. Get the publishing code from the Installation menu.


Use case 2: A 2nd widget on your ‘Contact Us’ page that lets your lead/client choose first a staff member, and then the appointment type (service) they want to book

  • Your primary Scheduling Mode being set on Smart Allocation (see Use case 1), you just need use a schedulingMode parameter in the URL to change from this default
  • For instance: https://app.agendize.com/book/XXXXX?button=12345&lang=en&schedulingMode=staffservice : starts by selecting a staff member 
  • Note that you can also use a schedulingMode parameter schedulingMode=service-staff to switch to select service, then choose a staff member


Use case 3: A series of widgets on your ‘Meet the team’ page that includes dedicated scheduling widgets for each one of your staff members.

  • Follow this tutorial
  • Note that this tutorial can also be used to create dedicated scheduling URLs for your staff members’ email signatures.


Use case 4: A series of widgets on your ‘Our Services’ page that includes dedicated scheduling

widgets for each one of your services or groups of services.

Use case 5: Combine and push your creativity!

  • We just saw different ways to customize your scheduling process depending on your use case in mind.
  • You can go further with URL parameters and combine them to create unique customer experiences and booking journeys. See the list of GET Parameters & Javascript Variables