If you want to update a setting for multiple appointment types at the same time, you can choose to bulk update settings. Here's how you can do this.

  1. Where to find the bulk update settings?

  2. How does it work?

  3. Team admins vs non-admins


Where to find the bulk update settings?

  1. Log in to your Vectera account and go to Scheduling

  2. Go to the Appointment types section and click on Bulk update settings



  3. Now you can toggle and edit the settings and select the appointment types where the changes should be made

How does it work?

When you've opened the bulk update page, you will have to perform three steps in order to successfully change the settings in one or more appointment types.

Activate and edit settings

In the first step you will have to update one or more settings.

  1. Toggle the button next to the setting you want to edit. If it shows green it will be activated when confirming the bulk updates eg. Duration

  2. Fill in or select the correct data for the settings. Eg. Duration = 30 minutes

  3. Perform the above steps for all the relevant settings. You can do this for:

    1. An active or inactive appointment type

    2. Duration

    3. Show availability in increments of x minutes

    4. Allow bookings up to x days in the future

    5. Minimum buffer before booking

    6. Booking start & end date

    7. Unavailabilities

    8. Buffer before and after meeting

    9. Availability

Choose appointment types to which the settings should apply

In this step you will need to select all the appointment types to which the changes in step 1 should be applied.

If you and your team have created a lot of appointment types, you can use the filter to search for very specific appointment types.

If you select a team appointment type, this will be edited for all the hosts!

Save the page

Team admins vs non-admins

Both admins and non-admins of a team can bulk update appointment types, but there is a difference between which appointment types they can update.

Team admins

Team admins can bulk update all the appointment types in the team. This includes:

  1. their own personal appointment types

  2. personal appointment types of other team members

  3. team appointment types

Note: in the above image 'My name' is a team admin and 'Chris' is a non-admin.

Non-admins

Non-admins are able to bulk update their own personal appointment types.


Vectera is looking forward to your feedback so we can offer you the best scheduling and customer meeting experience. Set up your next customer meeting right away by logging into your account or sign-up for a free, fully-featured trial of Vectera!

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