Templates and Public Links

Templates can be used with selection rules to make creating scheduling requests fast and easy. These can also be converted into custom Public Links.

A Public link is a static link that allows anyone to book an event with you according to your Preferences. This is perfect if you need to reuse it for multiple bookings.

Templates

Create a Template

Templates are a great way to standardize your invites. They act as scheduling rules that you can reuse to schedule a high volume of similar events in one go.

To create a template you need to click you OU one the left hand panel and select Scheduling and then the Templates tab.

From here you can see and edit your already created templates. Click on the Create template to get started and name your template.

Edit - Customize - Delete

Templates work in conjunctions with our Selection Rules and which you need to set up, more info here. To edit an already created Template, you can click on View Template and then scroll to the bottom and click Edit Template.

Select a Host and/or a Selection Rule to get started, after you can populate the event details as you would when creating a Scheduling Request.

You can delete any template by editing and scrolling to the bottom and click "DELETE".

Public Links

Your Public Link

When you sign up with Cronofy, your account will auto generate a public link that is only shared with you.

This link can be found on your main page and can be edited in preferences. Navigate you the public link tab and edit the required field.

  • Primary Organization Unit: This will determine the branding of your Public Link. If you have multiple Organizational Units (OUs), please ensure you select the correct one.
  • Data Capture: You can have users provide their phone number and email before completing a booking and you can specify whether these fields are required, optional, or hidden. Additionally, you can set up a Additional Information prompt if you need to collect more specific details.

Please note, the “Additional Information” prompt will be limited to 128 characters and your attendee’s response to 360 characters. That includes spaces.

You can also include your branding in you public link.

Create a Public Link from a Template

You can also create a Public link for a Template.

To do this, select “View details” for any Templates, then at the bottom of the page, select “Create Public Link”.

These are ideal if you need a static booking link tailored to a specific use case.

FAQ
Can I preview my Public Link?

Yes, you can use the provided link from your main page or the public link tab in preferences. Simply paste the link into a new browser tab to review it.

Where can I view the responses collected from my Public Link?

We will show the attendee’s response in the calendar event.