If you want to update a setting for multiple meeting types at the same time, you can choose to bulk update settings. Here's how you can do this.
Where to find the bulk update settings?
Log in to your Vectera account and go to Scheduling
Go to the Meeting types section and click on Bulk update settings
Now you can toggle and edit the settings and select the meeting 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 meeting types.
Activate and edit settings
In the first step you will have to update one or more settings.
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
Fill in or select the correct data for the settings. Eg. Duration = 30 minutes
Perform the above steps for all the relevant settings. You can do this for:
An active or inactive meeting type
Show availability in increments of x minutes
Allow bookings up to x days in the future
Minimum buffer before booking
Booking start & end date
Buffer before and after meeting
Choose meeting types to which the settings should apply
In this step you will need to select all the meeting types to which the changes in step 1 should be applied.
If you and your team have created a lot of meeting types, you can use the filter to search for very specific meeting types.
If you select a team meeting 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 meeting types, but there is a difference between which meeting types they can update.
Team admins can bulk update all the meeting types in the team. This includes:
their own personal meeting types
personal meeting types of other team members
team meeting types
Note: in the above image 'My name' is a team admin and 'Chris' is a non-admin.
Non-admins are able to bulk update their own personal meeting 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!