I. Setup
The Setup tab serves as the engine for your booking system.
1. Settings
General: Connect your conferencing tool by clicking Connect next to Google Meet to enable video conference integration.
Hosts: Define default permissions for hosts, including their ability to accept/reject bookings and managing automated feedback form delivery.
2. Messages
Configure automated email templates and notifications to keep all parties informed throughout the booking lifecycle.
3. Host Form
Define the specific data required from hosts during registration, utilizing the AI Assistant to automatically generate relevant questions and fields based on specific prompts about your experts' roles.
4. Participant Form
Customize the registration requirements for attendees, using the AI Assistant to build questions.
II. Hosts
This dashboard is dedicated to managing the experts who will lead the sessions.
A. Dashboard
Adding Experts: You can populate your host list by clicking the + Add Host button to register someone manually.
Direct Invite: Alternatively, click the link icon to copy a registration URL that allows hosts to input their own details and availability independently.
Monitor Performance: The dashboard table displays key info for each host, including their ID, Email, total No. Sessions, and the Addition Date.
Quick Actions: Use the Actions column or the top toolbar to Star, Tag, Note, Email, Edit or Export specific host records.
B. Editing Host Profiles
Click any host name to open their profile and use the sidebar to manage specific settings:
Details: Update professional info such as First/Last Name, Phone Number, Job Title, Years of Experience, and a Biography.
Availability: Set the exact calendar days and hours the host is available for booking slots.
Sessions: Assign specific Session Types to the expert and select which Feedback Form should be used for their meetings.
Settings: Configure host-specific rules, such as silencing feedback forms or allowing them to manually accept/reject bookings.
III. Participants
The Participants tab acts as your attendee directory and engagement tracker.
Enrollment: Manually register learners using the + Add Participants button.
Dashboard: Monitor essential data including ID, associated Programs, Addition Date, and scheduled Booking Dates.
Engagement Metrics: Track columns for No. Rejected bookings, total Sessions, and assigned Hosts.
Individual Actions: Use the actions menu to Send Message, Book a new session, Export, or Remove the participant.