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Event types define meeting templates with specific durations, resources, and settings, while availability configuration controls when resources can be booked through default hours, special dates, locations, and public holidays.

What are event types

Event types are templates that define meeting characteristics such as offered services. You can add custom info fields and set what resources can be booked for a given event type.

Common event type examples:

• Phone consultation (30 min)
• On-site visit (60 min)
• Installation service (2-4 hours)
• Team meeting (30 min)
• Workshop (full day)

Accessing event types and availability

Go to Calendar → Settings and select:

• Event types to manage meeting templates
• Available hours for default working hours and holidays
• Locations for geographic service areas
• Special dates for exceptions to regular availability

Event types configuration

The Calendar event types section shows all configured event types with:

• Name: Event type identifier
• Resources: Which resources can be booked (+ to configure)
• Fields: Custom information fields (+ to add)
• Campaigns required: Which campaigns use this event type
• Duration default: Default meeting length
• Title default: Default event title
• Location default: Default location
• Description default: Default description text
• Use defaults proactively: Whether defaults apply automatically
• Color: Calendar display color

Creating a new event type

Click New type to create an event type. Configure:

Basic settings:

• Name: Descriptive name (e.g., "Telefonmøde", "Fysisk møde")
• Duration default: How long the meeting typically lasts (e.g., 30 min, 60 min)
• Color: Visual identifier in calendar views

Default values:

• Title default: Template for event titles
• Location default: Standard meeting location
• Description default: Information included in events

Use defaults proactively:

• No: Defaults only apply when creating new events manually
• Yes: Defaults automatically populate in booking forms

Configuring event type resources

Click the + icon in the Resources column to specify which resources can perform this event type:

Resource selection:

• Select specific users/resources
• All resources of certain tags
• Team-based resource groups

Resource requirements:

• Minimum resources needed
• Maximum resources allowed
• Specific skill/tag requirements

This ensures only qualified resources can be booked for specific services.

Adding custom fields to event types

Click the + icon in the Fields column to add custom information fields:

Field types:

• Text fields
• Select dropdowns
• Checkboxes
• Date/time fields
• Number fields

Use cases:

• Service-specific details
• Customer requirements
• Equipment needs
• Special instructions

Custom fields capture information specific to each event type.

Linking event types to campaigns

The Campaigns required column shows which campaigns can create this event type. Configure by:

1. Editing the event type
2. Selecting campaigns that should have access
3. Saving configuration

This controls which parts of your organization can book specific event types.

Default available hours

Go to Calendar → Settings → Available hours to configure system-wide default working hours.

Default available hours: Shows the standard working schedule applied to new resources:

• Example: Mon - Thu, 09:00 - 17:00
• Example: Fri, 09:00 - 16:00

Adding default available hours: Click + Add available hours to create new default time blocks:

• Select days of week
• Set start and end times
• Create multiple blocks for split shifts

Editing existing hours: Click the edit icon (pencil) to modify time blocks. Click the × icon to remove time blocks.

Public holidays and closure dates

The Public holidays and closure dates section manages days when resources are unavailable.

Year selection: Use the dropdown to select the year (e.g., 2025).

Holiday table: Shows all configured holidays with:

• Title: Holiday name (e.g., Nytårsdag, Palmesøndag, Skærtorsdag)
• Date: Specific date (e.g., Wed, Jan 01, 2025)
• Time: Duration (typically "All day")

Adding public holidays: Click Add public holidays to automatically import standard holidays for your country.

Adding custom closure dates: Click Add closure date to manually add specific closure days:

• Company-specific holidays
• Training days
• Maintenance periods
• Special closures

Locations and operable regions

Go to Calendar → Settings → Locations to configure geographic service areas.

Resource operable regions: Define where each resource can work:

Resource selection: Choose which resource to configure from the dropdown (or use "Default settings").

Location settings:

• Start from base location: Starting address for the day
• Return to base location: Ending address for the day
• Operable postal codes: Service area definition

Postal code configuration: Specify service areas using:

• Individual codes: 2000, 2100, 2200
• Ranges: 2000-2400
• Wildcards: 2*, DK-1*
• Multiple entries: Separate with commas

Map visualization: The interactive map shows:

• Operable postal regions (highlighted areas)
• Resource base location (marker)
• Visual representation of service area

Highlight regions on map:

• Show operable postal regions: Yes/No
• Show inoperable postal regions: Yes/No

This provides visual confirmation of configured service areas.

Special dates

Go to Calendar → Settings → Special dates to configure exceptions to regular availability.

What are special dates: Special dates allow you to define other base addresses on selected dates. Use cases:

• Working from different location temporarily
• Adjusted hours for specific dates
• Closure periods
• Special event availability

Special dates table: Shows configured exceptions with:

• Label: Description of the special date
• Dates: Date range
• Weekdays: Which days in the range
• Resource: Which resource(s) affected
• Open Hours: Custom hours for these dates
• Settings: Additional configuration (location icon)

Creating special dates

Click New special date to create an exception. Configure:

Calendar resources: Select which resources this applies to (or leave blank for all).

Name identifier: Optional label for reference.

Date range:

• Date from: Start date
• Date to: End date
• Weekdays: Which days in the range (e.g., All, Mon-Fri only)

Settings on these dates:

• Base address: Alternative starting location
• Return to address: Alternative ending location
• Operable postal codes: Adjusted service area (or "No change")
• Is closed: Mark as unavailable
• Special business hours: Custom hours (From time - To time)
• Not auto-assignable in campaign: Prevent automatic assignment
• Not bookable in form: Prevent booking form availability

Special dates use cases

Working from different location:

• Resource working from branch office for a week
• Base address changed temporarily
• Service area adjusted accordingly

Adjusted hours:

• Shortened hours during holiday season
• Extended hours for special events
• Split shifts on specific dates

Closures:

• Individual vacation days
• Training sessions
• Off-site meetings
• Maintenance periods

Booking restrictions:

• Block automatic assignment during peak times
• Prevent customer bookings during internal events
• Reserve capacity for priority services

Available hours hierarchy

Availability is determined by multiple layers in this priority order:

1. Special dates(highest priority)
   • Specific date exceptions
   • Resource-specific adjustments
2. Resource available hours
   • Individual resource schedules
   • Custom working hours per resource
3. Default available hours(lowest priority)
   • System-wide defaults
   • Applied when no other configuration exists
4. Public holidays
   • Override all above
   • Block all availability

Availability calculation examples

Example 1: Regular day

• Default hours: 09:00-17:00
• Resource hours: 10:00-16:00
• Special date: None
• Public holiday: No
• Result: Available 10:00-16:00

Example 2: Special date

• Default hours: 09:00-17:00
• Resource hours: 10:00-16:00
• Special date: 08:00-12:00
• Public holiday: No
• Result: Available 08:00-12:00 (special date overrides)

Example 3: Public holiday

• Default hours: 09:00-17:00
• Resource hours: 10:00-16:00
• Special date: None
• Public holiday: Yes
• Result: Unavailable (public holiday blocks all)

Best practices for event types

Naming conventions:

• Use clear, descriptive names
• Include duration in name if multiple variants exist
• Keep names consistent across similar services

Duration settings:

• Set realistic default durations
• Allow buffer time for preparation/cleanup
• Consider travel time between appointments

Resource configuration:

• Only assign qualified resources to event types
• Use tags to manage resource capabilities
• Review resource assignments regularly

Custom fields:

• Only add fields that provide value
• Use consistent field names across event types
• Provide clear labels and instructions

Best practices for availability

Default hours:

• Set realistic working hours
• Account for lunch breaks (via split schedules)
• Update seasonally if needed

Public holidays:

• Import holidays at the start of each year
• Add company-specific closures promptly
• Verify holiday list accuracy

Special dates:

• Create special dates well in advance
• Use clear labels for easy reference
• Remove expired special dates regularly

Locations:

• Define realistic service areas
• Update postal codes when expanding/contracting
• Consider travel time in service area definition
• Use map visualization to verify coverage

Troubleshooting availability issues

No available times showing:

• Check default available hours are configured
• Verify resource has available hours set
• Check for blocking special dates
• Confirm not a public holiday
• Review operable postal codes

Wrong service area:

• Verify postal code configuration
• Check for special date overrides
• Confirm resource location settings

Incorrect hours:

• Check special dates for overrides
• Verify resource-specific hours
• Review default hours configuration

Summary

Event types define meeting templates with durations, resources, custom fields, and campaign linkage, enabling structured service offerings. Availability is controlled through default available hours (system-wide working schedule), public holidays and closure dates (days when resources are unavailable), locations and operable regions (geographic service areas with map visualization), and special dates (exceptions for adjusted hours, alternative locations, or closures). Configure these settings in hierarchy where special dates override resource hours, which override default hours, and public holidays block all availability. Proper configuration ensures accurate availability display, prevents overbooking, and enables efficient scheduling.

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