Groups and Service Menus

Groups and Service Menus let you organize event types into curated collections, so you can share a single link with customers or publish a full service catalogue on your website.

• Groups — Bundle multiple event types under one link. The customer chooses which meeting type they want, then picks a time.
• Service Menus — A structured, multi-level catalogue of Groups and/or Event Types. Ideal for service businesses that want to publish a "Book an Appointment" page on their website.

note

Groups and Service Menus are shared across your organization. Any team member can create, edit, or delete them.

---

Setting up Groups

Create a Group

1. Navigate to My Meetings > Manage booking links > Groups tab.

   

2. Click + New group.

   

3. Fill in the group details:

   • Name — A descriptive name customers will see (e.g., "Hair Care").
   • Link — A URL slug is generated automatically. You can customize it.
   • Description (optional) — Briefly describe the group.
   • Color — Pick a color to identify the group.
   • Event types — Add the event types you want in the group. You can mix personal and team event types.

4. Click Create group.

Share a Group link

Copy the link from the Groups list and share it via email, chat, or add it to a website button like "Book a Service."

When a customer clicks the group link, they see all event types in the group and choose the one that fits before picking a date and time.

Edit or delete a Group

From the Groups list, click the kebab menu (⋮) next to a group:

• Settings — Edit name, description, color, and event types.
• View event link — Preview the booking page.
• Delete — Remove the group (does not affect underlying event types or existing bookings).

note

The General Personal Event Link and General Team Event Link groups are created automatically and cannot be deleted.

---

Setting up Service Menus

Create a Service Menu

1. Navigate to My Meetings > Manage booking links > Service menu tab.

   

2. Click + New service menu.

   

3. Fill in the service menu details:

   • Name — A descriptive name (e.g., "Cory's Cut and Shave").
   • Link — A URL slug is generated automatically.
   • Description (optional).
   • Color — Pick a color.
   • Groups & event types — Add one or more Groups and/or individual Event Types.

4. Click Create service menu.

Share or embed a Service Menu

After creating the service menu, copy its link from the Service menu list to:

• Publish as a "Book an Appointment" button on your website.
• Share directly with customers via email or chat.

You can also use the Add to my website embed code (available on individual event types and service menus) to embed the booking form inline on your website.

Customer booking flow

When a customer clicks your Service Menu link:

1. They see all Groups and direct Event Types in the menu.
2. If they choose a Group, they then see the event types within it and select one.
3. They pick an available date and time and confirm.

---

Best practices

For service businesses (salons, clinics, trades):

• Use In-Person (Host Location) event types — do not offer Video or Client Location for physical services.
• Use Round Robin if any available staff member can serve a customer; use Client Selection if customers prefer a specific person.
• Keep Groups to 3–5 event types to avoid overwhelming customers.

For sales teams:

• Group related meeting types together — e.g., Discovery Call, Product Demo, Pricing Review in one "Sales Meetings" group.
• Share the group link in outbound emails so prospects self-select the right meeting.

General:

• Name Groups and Event Types clearly so customers immediately understand their options.
• Your branding (logo, colors) applies automatically across Group and Service Menu booking pages.
• Existing event types can be added to Groups and Service Menus immediately — no need to recreate them.
• Use Service Menus for a structured hierarchy (e.g., service categories → specific services).