To effectively set up the schedule of all employees and productive teamwork, Cabinet.fm has a specially created functionality for companies which need to successfully book meetings with a large number of clients online.
The first stage is the creation of a company. To do this, the business owner / general manager should be registered in Cabinet.fm, then
From that moment, the company was created.
Next steps: creation of the services, Zoom integration, inviting employees, creating work shifts for the entire team, setting up analytics and API integration.
In your personal account, in the "Services" section, click on "+Add new service"
Complete all the fields
Write the service title
Select th eservice type "Automatic distribution" so that the system itself distributes the workload between employees when booking clients online for this service
Add a service description
In the field "Minimum time before booking" will automatically be 3 hours. This means that any meeting with you can be booked only three hours before it starts. If desired, you can choose a different interval in hours
In the "Maximum booking time" field, select how many days ahead the calendar will display. Max 90 days
Enter the service price or enter zero for a free service
Select the duration of the service in minutes
In the "Available employees" field, click "Choose all". Subsequently, when your employees join the system, booked meetings will be automatically distributed to them
The time zone will be automatically set according to your phone number. If you want to change it, then select the appropriate option
Decide on the location of the service: Zoom, Skype, other
Add the desired page address for this service. You can specify the desired link address, which will be displayed for the booking after https://cabinet.fm/l/…
In the "Overbooking rate" field, enter the desired percentage. For example, if you want the overbooking to be 1:2 (one employee can book two clients for one slot), then enter the number 100
Click "Create Service"
In the "Availability" subsection for each employee you can create or select the desired shift from the already created work shifts (working schedule)
Click "Create Shift"
Mark the time slots corresponding to the working hours for each employee. Highlight the permanent schedule (recurring) in blue. For a one-time schedule mark the time slots in yellow
Click "Save As" to save the created schedule under a specific name, for example, employee name
Now you can assign the created shift to the selected employees in one click:
Please tick the appropriate employees
Click on the drop-down menu "Schedule shift" and select the appropriate option
Continue to create the desired number of shifts and assign them to selected employees
Click "Update Service"
In the "Form fields" subsection, you have the opportunity to create a new field that will be reflected to the client when making a booking with you. For example, Child’s name and age
If there is no such need, then you can not make changes to this subsection. Click Save. A modal window will appear informing you that the service has been successfully updated. And with a proposal to tell your friends about this update on Facebook. Select the desired option or click on the cross in the upper right corner to close the message
Now invite employees to join your company in Cabinet.fm.
On the Team dashboard, you will see an invitation link, copy it and send it to employees
After the employees have joined, set up the “roles” of each. To do this, go to the Team management panel again (Go to Companies from the drop-down menu in the upper right corner of the page and then click on the "Information" button)
! It is important to know that you can connect one Zoom account to one Cabinet.fm account. You cannot use the same Zoom account in two or more Cabinet.fm accounts. In this case, links to meetings will not be generated automatically.
After creating a team, it's time to set up shifts for each employee.
On the Team dashboard click on the "Shifts" subsection
After joining the team on the Cabinet.fm platform, go to "Integration settings" in the drop-down menu in the upper right corner of the page
! It is important to know that you can connect one Zoom account to one Cabinet.fm account. You cannot use the same Zoom account in two or more Cabinet.fm accounts. In this case, links to meetings will not be generated automatically.
How to create an event in Google calendar:
If you choose not to use our online booking widget, then your administrator can manually book meetings and manage the entire online booking process.
During a conversation with a potential client, the administrator is in the Schedule section https://cabinet.fm/schedule
Rescheduling a meeting
To reschedule a meeting - In the Cabinet.fm interface https://cabinet.fm/schedule, by clicking on "Reschedule" next to the desired meeting, the administrator selects a new slot suitable for the client
Cancellation of a meeting
Replacing the person conducting the meeting
To view the planned workload schedule for employees based on the schedule
To find a client card
Create a new service following the instructions in the section How to create a service for online booking
The administrator, when talking with the client, books a place for them in a group meeting, acting as usual, while the calendar will display the number of free places in the group