Search

Time Booking

Create a time booking action for someone to book an available time slot on your calendar for a virtual meeting. Time Booking enables others to book a virtual meeting with you or multiple participants based on mutual calendar availability. Set up your time booking availability from your profile page, and optionally connect to your Google or Outlook calendars to keep your availability up to date.


Create Time Booking Action

Users can create a new Time Booking action in a workspace or use an action template from the Templates section of the Library.

If you have not already done so, set up your time booking availability from your profile page, prior to creating a time booking action. 

To add a new Time Booking action in a Flow workspace:

  1. Click the ‘...’ icon in the Flow section of the workspace.
  2. Select Add New Action from the drop down menu.
  3. Select Time Booking from the pop up box. 
  4. Determine where you would like to add the new Time Booking action, then click +Add here accordingly. 
  5. Click New Time Booking.
    • You can also select an existing action template here instead, then click Continue.

 

       6. Enter the following required fields:

    • Title - Title of the meeting
    • Assignee - The user who chooses the meeting time
      • You can assign the action to a Client Group, Team, or to an existing role.
    • Meeting Duration - Length of the meeting
    • Participants - The system will find and only show common available time slots across all other meeting participants to the assignee.
    • Scheduling Window - The maximum number of days in the future that a meeting can be booked

        7. Optionally, click Advanced Meeting Settings to set up advanced meeting controls for the         

           meeting that will get scheduled from this action.



       8. Click Add to finalize creating the new Time Booking action. This new action will now appear in

           the Flow section of the workspace.

 

Any user from the assigned team or group can take ownership of completed the action. Once one user completes the action, it will complete the action for everyone.

You can assign an action to a role only when you're creating an instant flow workspace.

 

To add a new Time Booking action in a 1:1 or Group Workspace:

  1. Click the ‘+’ icon on the bottom of the screen.
  2. Click on Time Booking from the pop up box.
  3. Click New Time Booking.
    • You can also select an existing action template here instead, then click Continue.

To add a new Time Booking from +New:

  1. Click the ‘+New’ from the top navigation bar.
  2. Select Action from the menu box. 
  3. Select the Workspace Type to add the Action to. 
    • Existing Workspace
      1. Search for the Workspace by title.
      2. Click on the desired workspace.
      3. Click Next.
        1. If you have selected a Flow Workspace, select where to add the action in the Flow.
    • New Workspace
      1. Select the new Workspace type - either a Flow Workspace or Group Workspace if applicable based on your Moxo plan.
      2. Title your Workspace.
      3. Click Next to create the new workspace and add the action.

 

Assignee Experience

When a user is assigned a Time Booking action, they will find it in the Flow section of the workspace. Additionally, users will receive notifications whenever an action is assigned to them, and these notifications will appear in the chat section of the interaction panel as well.

To complete the Time Booking action:

  1. Click on the Time Booking, and view the details.
  2. Select a date & time for the meeting. Available time slots shown are the common available times across the other participants’ calendars. 
  3. Click Confirm.



Managing Time Bookings

After a Time Booking action has been created, only the creator of the Time Booking action (meeting host) can edit the action details. If the meeting time booked no longer works, you can also reopen the action to reschedule a new meeting.

To edit or delete a Time Booking action: 

  1. Simply click on the Time Booking action you are trying to modify in the Flow section. 
  2. Click the ellipses ‘...’ icon. 
  3. Here you will see options to Edit or Delete the action.

Additionally, workspace owners also have the ability to save any action as a template in the Templates section of the Library.

 

To reopen a Time Booking action: 

  1. Simply click on the completed Time Booking action you would like to reopen.
  2. Click the ellipses ‘...’ icon.
  3. Here you will see options to Reopen and Delete the action.