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Dual Reschedule Links for Public and Private Event Types with Distinct Availability Schedules #18268

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angus0817 opened this issue Dec 19, 2024 · 1 comment
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bookings area: bookings, availability, timezones, double booking ✨ feature New feature or request Low priority Created by Linear-GitHub Sync

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@angus0817
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Is your proposal related to a problem?

Yes, the current scheduling system in Cal.com only allows setting one specific availability schedule per event type. This limitation creates challenges for our sales team, who require greater flexibility. Specifically, we currently use two separate event types: one public-facing with fixed work hours and one private-facing with 24-hour availability for special or off-hour appointments. When a client books through the public event type but later needs to reschedule to a time outside the public, less flexible schedule, the only option is to cancel the original booking and create a new one via the private event type. This process results in the loss of original booking information, including UTM parameters, and requires sales consultants to manually re-enter client information, making the workflow inefficient and error-prone.

Describe the solution you'd like

I propose implementing dual reschedule links within Cal.com: one for public-facing and one for private-facing rescheduling. Each reschedule link would be associated with its respective availability schedule. This would allow clients who booked through the public event type to reschedule within the public hours seamlessly, while providing the flexibility to switch to the private event type's schedule without losing any booking data or UTM parameters. The system should automatically transfer all relevant information when a booking is moved from the public to the private event type, eliminating the need for manual intervention by sales consultants.

Describe alternatives you've considered

Currently, the only workaround is to manually cancel the original public booking and have the sales member create a new appointment through the private event type. This approach, however, results in:

  • Loss of the original booking's UTM parameters and tracking information.
  • Creation of a cancelled meeting entry.
  • Additional time required for sales consultants to re-enter client information and form responses.
  • Potential confusion for clients due to multiple booking entries.

We have also explored using external tools or integrations to copy booking data, but these solutions are either not seamless or require significant manual effort, which defeats the purpose of improving workflow efficiency.

Additional context

Implementing dual reschedule links would enhance the user experience for both clients and sales teams by maintaining the integrity of booking data and streamlining the rescheduling process. It would also allow better tracking of client interactions and marketing effectiveness through preserved UTM parameters. This feature aligns with the needs of teams requiring both structured public scheduling and the flexibility for specialized or off-hours appointments. No existing features in Cal.com currently support this dual-schedule rescheduling capability, making this a valuable enhancement for users with similar workflow requirements.

Requirement/Document

N/A


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@angus0817 angus0817 added ✨ feature New feature or request 🚨 needs approval This feature request has not been reviewed yet by the Product Team and needs approval beforehand labels Dec 19, 2024
@dosubot dosubot bot added the bookings area: bookings, availability, timezones, double booking label Dec 19, 2024
@angus0817
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I'd like to highlight an additional benefit that supports the implementation of this feature request. By separating the reschedule links, we can create distinct workflows for internal users and external clients. For example, some teams may want their internal users to log the reasons for rescheduling with a client without displaying these reasons to the clients themselves. Conversely, if clients choose to reschedule on their own, they could provide their own reasons for the change. This separation allows for more tailored and secure handling of rescheduling information, enhancing both internal processes and client interactions.

@Praashh Praashh added Low priority Created by Linear-GitHub Sync and removed 🚨 needs approval This feature request has not been reviewed yet by the Product Team and needs approval beforehand labels Dec 20, 2024
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Labels
bookings area: bookings, availability, timezones, double booking ✨ feature New feature or request Low priority Created by Linear-GitHub Sync
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