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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.

With Multi-Service Booking enabled, customers can select multiple services in a single session and walk away with one confirmed appointment block.

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.

    Settings page showing Groups tab

  2. Click + New group.

    New group creation form

  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.
    • Multi-selection — Toggle on to let customers pick more than one service from this group (e.g., add-ons and upgrades). Leave off if they should pick only one (e.g., a primary service category where options are mutually exclusive).

    Group editor — Multi-selection toggle

  4. Click Create group.

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, event types, and multi-selection setting.
  • 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.

    Settings page showing Service menu tab

  2. Click + New service menu.

    New service menu creation form

  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.
    • Multi-selection — Turn on to allow customers to select services across groups in a single booking session. Defaults to on for new menus, off for existing menus.
    note

    If you add a Group with multi-selection enabled to a Service Menu that has it turned off, the app shows a warning. Enable multi-selection on the Service Menu to resolve it, or keep it off if you want the overall session to remain single-service.

  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 (or multiple, if multi-selection is enabled on that group).
  3. They pick an available date and time and confirm.

Multi-Service Booking​

Multi-Service Booking lets customers select multiple services in a single session and walk away with one confirmed appointment block — without going through the booking flow separately for each service.

How it works for your customers​

When a customer opens your booking link with multi-selection enabled:

  1. They see your services organized by the groups you configured and can select multiple services.
  2. They pick a provider (or let the system assign one). The provider selection screen appears only when the event type is set to Client Selection assignment — all other assignment types skip directly to date and time.
  3. They pick a date and time — the calendar shows only slots where the full sequence of selected services fits back-to-back.
  4. On confirmation, they receive a single notification with the complete itinerary: every service, every time, and every provider.

Customer booking page — multi-service selection

The booking appears in your My Meetings bookings view as individual appointment blocks assigned to the right team member for each service.

Smart availability​

The booking engine finds back-to-back time that works for every selected service and the right provider for each. If two services require the same staff member, the system finds a contiguous window. If services can be split across providers, it finds a sequence where both are available.

Anchor service rule: Services are scheduled in the order the customer selected. The start time of each subsequent service locks automatically to the end of the previous one.

What to know​

  • Customers can choose their provider — pick a specific staff member per service, stick with the same provider across all services, or select "Any" to get the best available. "Any" prioritises staff who can cover all selected services, minimising session gaps.
  • Reschedule and cancel apply to the full session. Customers reschedule or cancel the entire booking, not individual services within it.
  • Notification channel follows event type settings. If all services use SMS, the customer gets one SMS. If a mix exists, both channels send a single consolidated message each.
  • Existing single-service menus are unaffected. The multi-selection toggle defaults to off for all existing menus. Nothing changes for your current customers unless you opt in.
  • Intake form deduplication. If two services both ask for "Phone Number," the customer is asked only once.
  • Single CRM activity log. The entire multi-service session is recorded as one event in the CRM activity feed.

Book Multi-Service Appointments with AI​

Your AI Chat and AI Voice Receptionists can handle multi-service bookings end-to-end — detecting multiple services in a single request, finding a contiguous time block, and confirming the full session automatically.

Both AI agents must be configured separately. Enabling the capability for Chat does not enable it for Voice.

AI Chat Receptionist​

When a customer types "I need a haircut and a beard trim" in chat, the AI detects both services, presents your Service Menu, finds a time slot where all selected services fit back-to-back, and confirms the whole session in one conversation.

To set up:

  1. Create a Service Menu with multi-selection enabled (see above).
  2. Go to AI → Workforce → Chat Receptionist → Configure → Add a Capability → Book Multi-Service Appointment.
  3. Select the Service Menu and save.

AI Chat Receptionist — Book Multi-Service Appointment capability

Your AI Chat Receptionist presents that menu to customers and handles the full multi-service booking flow automatically.

note

Your Chat Receptionist configuration may show two capabilities: Book Appointments and Book Multi-Service Appointment. Use Book Multi-Service Appointment — it handles both single-service and multi-service bookings and is a complete replacement. If Book Appointments is visible in your configuration, switch to Book Multi-Service Appointment to access multi-service support and future improvements.

AI Voice Receptionist​

When a caller says "I need a haircut and a beard trim," the AI Voice Receptionist detects both services, navigates service categories conversationally to keep calls short, finds a contiguous time block, and confirms the full session over the phone.

Voice booking requirements: Voice bookings are phone-number-based. Only event types configured with SMS as the notification type and Phone Number as a required intake field are compatible with the AI Voice Receptionist. Event types that require an email address are incompatible and do not appear when configuring this capability. Update those event type settings before connecting a Service Menu to your Voice Receptionist.

To set up:

  1. Ensure every event type in your Service Menu has:
    • Notification type: SMS
    • Required intake field: Phone Number
  2. Go to AI → Workforce → Voice Receptionist → Configure → Add a Capability → Book Multi-Service Appointment.
  3. Select the Service Menu and save. Only Service Menus whose event types are fully configured for SMS and phone number appear as options.

AI Voice Receptionist — Book Multi-Service Appointment capability

Booking confirmations and reminders are sent via SMS to the phone number provided during the booking.

note

AI Chat and AI Voice Receptionists are independent agents. A Service Menu that works for Chat may not be immediately compatible with Voice if any of its event types use email notifications. Review and update those event types before connecting the menu to your Voice Receptionist.

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.
  • Enable multi-selection on Service Menus to let customers book multiple services (e.g., haircut + beard trim) in a single visit.

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).
  • For AI bookings, connect the same Service Menu to both Chat and Voice Receptionists if both channels are active — but configure each agent separately.