Calendar Types & Booking

Your CRM offers several calendar types, each built for a different way of scheduling. Choosing the right type before you build saves rework later, because the booking behavior, availability rules, and who gets assigned all flow from this one decision. This page explains what each type does and when to reach for it. Building and configuring a calendar is covered step by step when you create one.

A quick comparison

Calendar type	Hosts per slot	Attendees per slot	Best for
Round-robin	One (rotated)	One	Sales and support teams sharing inbound bookings
Collective	Several (all required)	One	Panel interviews, joint consultations
Class / group	One	Many (capacity)	Webinars, workshops, group classes
Service	One (per service)	One	Salons, clinics, anywhere services have set durations and prices
Personal / one-on-one	One	One	A single person taking individual meetings

Round-robin

A round-robin calendar spreads incoming bookings across a pool of team members. When a contact books, the system assigns one available host using rules you set, such as equal distribution or simply whoever is free. Each appointment still has a single host and a single attendee.

Use round-robin when several people do the same job and you want to balance the load fairly, for example a sales team fielding demo requests or a support team handling onboarding calls.

Collective

A collective calendar only offers time slots where every required team member is free at the same time. The contact books once, and all of those hosts are placed on the same appointment together.

Use collective scheduling when a booking genuinely needs more than one person present, such as a panel interview, a sales call with both a rep and a specialist, or a review that involves several stakeholders.

Class / group booking

A class (or group) calendar opens one time slot to many attendees up to a capacity you define. Instead of locking the slot after the first booking, it keeps accepting registrations until the seats fill.

Use this for anything one-to-many: webinars, training sessions, fitness or community classes, and open-house events. Set the capacity to control how many people can join each session.

Service calendars

A service calendar is organized around the specific services you offer, each with its own duration and price. Contacts pick the service they want, and the calendar reflects how long it takes and what it costs. Several services can be grouped into a service menu so customers browse and book from one place.

Use service calendars for appointment-based businesses such as salons, spas, clinics, and consultants, where the thing being booked is a defined service rather than a generic meeting.

Personal / one-on-one

A personal calendar is the simplest option: a single host taking individual bookings. One contact books one slot with one person.

Use it when scheduling is tied to a specific individual, such as an account manager’s discovery calls or a coach’s private sessions.

Tip

Start from the outcome, not the feature. Ask: how many people need to host, and how many can attend each slot? One host, one attendee points to personal or round-robin; many hosts points to collective; many attendees points to class; priced, timed offerings point to service calendars.

Note

You can run several calendar types side by side in the same account. Many businesses pair a round-robin calendar for sales with a class calendar for webinars and a service calendar for delivery.

Caution

Switching a calendar’s type after it is live can disrupt existing bookings and embedded links. Decide on the type up front, and if you need a different structure later, it is usually cleaner to create a new calendar.