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Create a booking page
Updated over 3 months ago

This section explains how to create the first booking page after registering as a member.

Click here to learn more about the different types of booking.

Register first to view the dashboard

After registering as a member of Jicoo, an automated scheduling service, first create a booking page from the home page.

The information you enter on the booking page will be reflected on the page for scheduling with your guests.

Select Add Reservation Page from the Home screen

You will first see the home page, and you can create a new appointment page by selecting "Add Booking Page" in the right section.

The navigation includes "Booking Page", which displays a list of booking pages, and "Booking List", which displays a list of fixed appointments.

Check the booking page

The dashboard shows the booking pages that have already been created and can be edited.

After registering, you will be able to edit the "30-minute meeting" and "60-minute meeting" pages.

Edit Booking Page

First, click on the Booking Page icon and go to "Edit Booking Page".

After editing, "save" each item.

Edit Booking Requests

Edit Booking Reception

*Team/Pro functions are indicated by “*” in the item name.

Basic Settings

Title

Set the title of the page.

Location

Set the method of conducting meetings (Zoom, Google Meet, Teams face-to-face, etc.).

Spaces and Resources *Team

Select the spaces and facilities that will be booked together for this appointment. The system will automatically display the times when the spaces and facilities you set up are available.

Duration

Set the Duration of the appointment, from 15 minutes to custom specified.

Interval

Set the time interval to start the meeting; if 15 minutes is selected, meetings can start every 15 minutes.

Booking Request (Approval) System

If Approval System is selected, the host must approve the date and time selected by the guest on the reservation page to confirm the booking.

Description

Enter a description to be displayed on the booking page.

Internal Note

You can set an administrative memo that will be displayed only within the dashboard.

Availability

Accept conditions *

You can set the period of time for which the dates on the booking page will be accepted as candidates.

・Specify a continuous range from the day of the reservation ○Day

・Specify a range of start and end dates.

・Unlimited

Grace period


Specify the number of minutes after the current date that the reservation can be accepted.

For example, if you Manage Availability to “1,440 minutes,” the reception will start at the same time 24 hours later.

Reception time limit *Pro

Manage Availability of the maximum time limit, and you can disallow bookings for more than the maximum time limit.

Reception limit on the number of times a guest *Pro

By setting a maximum number of times, you can disallow more than the maximum number of bookings.

Time taken as a buffer before and after booking

You can set the interval between the date and time to be displayed when there is an appointment.

Register the time taken as a buffer before and after the booking as an appointment. *Team

When set, the time to be taken as a buffer before and after an appointment is registered in the calendar as an appointment.

Adjustable time

Sets the time period during which appointments can be accepted. Templates can only be added by the administrator or higher level user of a team user.

  • Select from templates

  • Set individually.

Click here for help on templates.

The time of day can be set for each day of the week.

スクリーンショット 2022-07-26 17.33.10

Time Zone Display


The time zone can be set to display the time zone at the time of the appointment. If you plan to meet in person, it is recommended to fix the time zone of the event location.

Members

Set the conditions for available appointment dates. If you set the condition that one of the members must be present, you can use the automatic assignment function of the person in charge. *Pro

Set the conditions for dates that can be booked. If the condition is that any one of the members must attend, the automatic assignment function of the person in charge can be used.

・Dates when all members can attend (AND condition)

・Dates when any one of the members can attend (OR condition)

Allocation method for automatic assignment of assignees *Pro

When dates are selected based on the OR condition, it is possible to automatically assign the person in charge of the schedule to a team member.

Setting the person in charge at rescheduling *Pro

When the schedule is changed, it is possible to set whether to re-select the person in charge.

Member *Pro

Select the members who will participate in this appointment from the members belonging to the team.

Members to be notified only *Pro

Specify members who will only be notified of activity for this appointment. Notified members are not taken into account in the availability of the booking calendar.

Capacity *Team

Specify the number of people who can make a booking per slot. (Blank for 1 person)

Display full capacity *Team

Specify whether or not to display the full occupancy status when all the bookings are filled on the reservation page.

Schedule block by keyword *Team

Allows you to set the presence or absence of certain keywords as a condition for displaying available time on the booking page.

Group

By associating a group with a booking page, the group's public range is applied. This function can be used for purposes such as showing only to specific members of the group.

Page

URL

Allows you to change the URL of the booking page.

Host Display Name

Select the format of the host name displayed on the booking page

Customizing question items

You can select fixed items “CC email address”, “Company name”, “Message”, “Required/Optional”, “Show/Hide”.

Additional items *Pro

You can add additional questions for guests to enter when accepting bookings.

Display of answers to additional items *Pro

You can add additional questions to be entered by the guest at the time of booking. It will be inserted between the company name and the message in the fixed items above.

Calendar display setting *Pro

You can select 3 calendars to be displayed when selecting dates on the booking page.

*Month / Calendar can be applied to the Free plan.

Default calendar

Set the calendar to be displayed by default on the booking page.

Cover image *Pro

You can customize the cover image to your original image. Default will be changed randomly by “Booking Page Category”.

Start day of the week *Team

You can change the starting day of the week for the booking calendar.

Days of the week to be displayed in the calendar

You can change the day of the week displayed in the booking calendar.

Theme Color

You can change the theme color of the booking page.

Various URL settings

You can set up links to SNS and websites.

Brand Settings *Team/Pro

Change the logo and team name displayed on the page from the Team Management page.

Logo/image for dashboard and booking page (Pro)

Logo and image for booking page header (Team)

Term

You can set the terms of use that you have created.

Cancel Policy

You can select the cancellation policy you created.

Disclosure of participants *Enterprise

You can display participants for a single time slot.

Workflow

Calendar Invite Setting

Invite guests to appointments to be created in the calendar by guest's email address.

*“Canned text settings” are available for the Team plan.

Confirmation Mail


When an appointment is created, the guest is notified that the appointment has been accepted. You can also set a canned message to be included in the body of the email.

Canned text settings are only available for Team plans.

Remind Mail

Sends a reminder to guests when a scheduled event is about to take place. You can also set the canned text to be appended to the body of the email and the sending time.

Canned Text Settings”, ‘Change Send Time’, and ‘Send Multiple Times’ can be set in the Team plan.

Cancel Mail

Notify guests when a schedule is canceled. Canned messages can also be set to be included in the body of the email.

Canned Text Settings” and ‘Sending Time’ can be set in the Team plan.

Follow Up Mail *Team

A follow-up e-mail is sent after the schedule has been implemented.

Canned text and sending time can be set for the body of the email.

SMS Notification *Enterprise

Send an SMS reminder to guests when a booking is about to be made.

Cancellation or rescheduling by guests *Pro

You can change the acceptance or non-acceptance of cancellations or schedule changes from guests. If disabled, the link to the cancellation and rescheduling page will not appear in the guest notification email.

Show on Profile

You can choose whether or not to display the booking page on your profile page.

Share email address

If set to “Public”, the registered email address will be notified to the guest when the booking is accepted.

Sender setting for emails *Pro

You can change the sender of booking-related e-mails (e.g., completed reservations, cancellations, reminders, etc.) to the guest.

Schedule completion message

A message will be displayed on the booking completion screen.

Redirect *Pro

Allows you to set page transitions and redirect to any page in the Team plan.

Service

Allow guests to pay in advance (credit card) or by local payment when booking is accepted. If you create services to be offered and link them to prices, the services will be displayed on the booking page and guests can select and pay for them.

Integration

Slack Notification Settings

Send acceptance, reminder, and cancellation notifications to specified channels. App integration required.

Google Analytics Tracking ID *Team

Specify Google Analytics ID to embed tags on the reservation page page and completion screen to analyze data.

Configure Salesforce registration details *Team

  • Leads and actions (creating appointments to record activities) can be automatically created in Salesforce.

  • Items to be automatically registered in Salesforce (lead information, actions (activity records))

  • Update existing records in Salesforce (overwrite existing leads)

  • Record types to be assigned to leads

  • Forms integration (basic setup questions can be registered to Salesforce items)

HubSpot

Notion

Google Sheets※Pro

SEO ※Pro

Meta Pixel ※Team

Preview

Check the preview of the created booking page.

The URL of the page that appears will be used to adjust the dates.

Booking page

The booking page will appear.

Copy the URL and contact the guest by e-mail or messenger.

weekly

On the page you create, guests can complete the itinerary adjustment in about 10 seconds.

Flow of scheduling

Host

STEP1:Create URL for scheduling

STEP2:Send the URL to the guest via e-mail or messenger

STEP3: When the booking is confirmed, it is automatically registered in the calendar.

STEP4: Confirm the booking date, time, and URL of the web conference such as Zoom by e-mail.

STEP5:On the day of the meeting, guests can join the web conference (Zoom, etc.) via reminder email, etc.

Guests

STEP1:Access the booking page

STEP2: Select a date and time, and send your name, e-mail address, and other necessary information.

STEP3: Confirm the receipt completion e-mail

STEP4: On the day of the meeting, join the web conference (Zoom, etc.) via reminder mail, etc.

You will receive a reminder e-mail in advance of the implementation date.

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