Comprehensive FAQ
TidyCal Comprehensive FAQ Guide
Welcome to the comprehensive FAQ guide for TidyCal, your all-in-one email marketing solution. This guide answers the most common questions about using TidyCal to grow your audience, improve engagement, and streamline your email marketing workflow.
TidyCal Plan Comparison
Here's a quick overview of which features are available on each plan:
| Feature | Free | Individual ($29) |
Agency ($79) |
|---|---|---|---|
| Basic Booking Pages | ✅ | ✅ | ✅ |
| Calendar Connections | 1 | 10 | 25 |
| Custom Emails | ❌ | ✅ | ✅ |
| Auto-Create Meeting URLs | ❌ | ✅ | ✅ |
| CSV Export | ❌ | ✅ | ✅ |
| API Access | ❌ | ✅ | ✅ |
| Ratings and Reviews | ❌ | ✅ | ✅ |
| Team Features | ❌ | ❌ | ✅ |
| Zapier Integration | ❌ | ✅ | ✅ |
| TidyCal Branding | Normal | Reduced | Reduced |
Note: For the most up-to-date pricing and feature details, visit tidycal.com/pricing.
Table of Contents
- What calendar integrations does TidyCal support?
- What is TidyCal and how does it work?
- How do I troubleshoot calendar sync issues?
- How do I set up a TidyCal account?
- Can I customize my booking page?
- What are the different TidyCal pricing tiers?
- What video conferencing integrations are available?
- How does team scheduling work in TidyCal?
- What payment methods does TidyCal support?
- Can I delete my TidyCal account?
- How do I connect my calendar to TidyCal?
- How do I activate my TidyCal license?
- How do I set up my first booking type in TidyCal?
- Can I Sync Multiple Calendars?
- How can I change my TidyCal account email?
- Can I request new features for TidyCal?
- How does TidyCal handle time zones?
- How can I embed TidyCal on my website?
- How do refunds work in TidyCal?
- How do I set up my TidyCal account for the first time?
- What are the team/agency plan capabilities?
- How secure is TidyCal?
- Can I export my booking data?
- What Booking Features Does TidyCal Offer?
- Is There Mobile App Support?
- Feature Request and Development
- Support and Resources
- How do I resolve login or activation issues?
- Is TidyCal a lifetime purchase?
- What is TidyCal and how does it help me manage my scheduling?
- Can I transfer my TidyCal license to another email?
- Can I create multiple booking types for different team members?
- How do I set up default availability for bookings?
- What are TidyCal's GDPR compliance details?
- Can I Create Team Booking Types?
- How Do I Handle Unavailable Dates?
- How do I cancel my TidyCal subscription?
- What licensing tiers does TidyCal offer?
- Can I create different booking types with unique calendar rules?
- Can I cancel or reschedule bookings?
- Can I add services with one-time payments and subscriptions?
- How do I handle failed payments?
- Can I offer pricing in multiple currencies?
- Can I add promotional or discount codes?
- I purchased a TidyCal license. How do I activate it?
- How can I prevent clients from seeing all my booking types?
- Can I collect additional information during booking?
- How many calendars can I sync?
- What should I do if my payment isn't processing?
- How do Team Accounts work in TidyCal?
- How do I create a Team in TidyCal?
- How do I customize my booking page's appearance?
- How does the Team/Agency Plan work?
- Why aren't all my available times showing up?
- What is the reCAPTCHA Feature?
- How can I resolve PayPal payment button issues?
- How do I handle calendar synchronization issues, especially with Apple Calendar?
- What security measures does TidyCal implement?
- How do Team Booking and Round Robin features work?
- What should I do if I'm experiencing reCAPTCHA errors?
- Can I upgrade my TidyCal plan?
- Why Are My Booking Dates Not Showing Correctly?
- How Can I Prevent Bot Bookings?
- Payment and Booking Link Issues
- Customization and Embed Options
- Customer Support Recommendations
- What Happens If I Can't Log Into My Account?
- What Should I Do If I'm Not Receiving Booking Notifications?
- How Do I Delete My Account?
- What should I do if my license key is not working?
- Why are my calendar events not blocking availability in TidyCal?
- Can I set up Round Robin scheduling for my team?
What calendar integrations does TidyCal support?
TidyCal offers robust calendar integration capabilities:
Supported Calendars
- • Google Calendar
- • Microsoft Outlook
- • Apple Calendar
Each integration allows for:
- • Real-time availability syncing
- • Automatic event creation
- • Preventing double-booking
What is TidyCal and how does it work?
TidyCal is a powerful scheduling and booking platform that allows individuals and businesses to: • Create personalized booking pages • Sync multiple calendars • Manage appointments and meetings efficiently
Key Features
- • Customizable Booking Types: Create different scheduling options for various services
- • Calendar Integrations: Connect with Google, Outlook, Apple Calendar, and Microsoft Teams
- • Time Zone Management: Automatic time zone detection and conversion
- • Team Scheduling: Collaborate with team members and manage group bookings
How do I troubleshoot calendar sync issues?
Common Sync Problems
- Ensure correct calendar permissions are granted
- Verify email addresses match between TidyCal and calendar accounts
- Check that events are marked as "Busy" in source calendar
Sync Troubleshooting Steps
- Disconnect and reconnect calendar integration
- Refresh browser and clear cache
- Verify time zone settings
How do I set up a TidyCal account?
To set up your TidyCal account:
- Go to https://tidycal.com/register
- Create a free account using your email address
- Log in and complete your profile
- Create your first Booking Type by:
- Configuring available time slots
- Connecting your calendar
- Setting up integration preferences
Can I customize my booking page?
TidyCal provides multiple customization options:
Customization Features
- • Logo Upload: Add your company logo
- • Custom Fields: Create additional questions for bookings
- • Availability Rules: Set complex scheduling parameters
- • Buffer Times: Add padding between meetings
What are the different TidyCal pricing tiers?
Free Tier
- Basic booking link creation
- Limited calendar integrations
Individual Plan (Lifetime)
- Multiple booking types
- Advanced calendar sync
- Enhanced individual scheduling features
Agency Plan (Lifetime)
- Team booking capabilities
- Round-robin scheduling
- Advanced team management
What video conferencing integrations are available?
TidyCal supports:
- Zoom integration
- Google Meet
- MS Teams
- Custom video conference link support
How does team scheduling work in TidyCal?
Team Scheduling Features
Availability Synchronization
What payment methods does TidyCal support?
TidyCal currently supports two primary payment integrations:
- Stripe - Recommended for most users
- PayPal - Alternative payment option
Important Payment Limitations
Currently, you can only select one payment processor per booking type. If you want to offer both Stripe and PayPal, you'll need to create two identical booking types with different payment methods.
Can I delete my TidyCal account?
Yes, you can delete your TidyCal account by:
- Contacting TidyCal support directly
- Providing the email address associated with your account
- Requesting complete account and data deletion
How do I connect my calendar to TidyCal?
TidyCal supports multiple calendar integrations, including:
- Google Calendar
- Microsoft Outlook
- Apple Calendar
Integration Steps
- Go to Calendar Integrations in your TidyCal dashboard
- Select your calendar provider
- Grant required permissions
- Ensure "Reading Enabled" is selected
Common Integration Issues
- Verify calendar events are set to "Busy"
- Disconnect and reconnect calendars periodically
- Check browser extensions that might interfere
How do I activate my TidyCal license?
To activate your TidyCal license, follow these steps:
- Log in to your existing TidyCal account using the email address associated with your purchase
- Navigate to https://tidycal.com/plan
- Verify that your license has been automatically applied
Troubleshooting License Activation
- Ensure you're using the same email address for login that you used during purchase
- If you encounter errors, contact support@tidycal.com with your purchase details
- Have your AppSumo order number ready when reaching out to support
Multiple Account Scenarios
If you have multiple email addresses, TidyCal support can help you activate the license on the correct account. Be prepared to provide: • Purchase email • Target TidyCal account email • Order confirmation details
How do I set up my first booking type in TidyCal?
Setting up a booking type is straightforward:
- Log into your TidyCal account
- Navigate to the Booking Types section
- Click Create New Booking Type
- Configure:
- Meeting name
- Duration
- Available time slots
- Location (in-person or virtual)
- Save and share your unique booking link
Can I Sync Multiple Calendars?
Yes! TidyCal supports multiple calendar integrations, including:
- Google Calendar
- Outlook
- iCloud
Calendar Sync Tips
To ensure smooth synchronization:
- Grant full permissions when connecting calendars
- Ensure calendars are set to public
- Verify third-party app access with domain administrators
How can I change my TidyCal account email?
To change your account email:
- Log into your existing TidyCal account
- Go to https://tidycal.com/profile
- Update email address
- Verify the new email
Note: Ensure you don't create duplicate accounts during this process.
Can I request new features for TidyCal?
Yes! TidyCal encourages feature suggestions through:
- Official Feature Request Roadmap
- Community voting system
- Support ticket submissions
How does TidyCal handle time zones?
TidyCal automatically detects time zones based on:
- Client's browser settings
- Computer's time zone configuration
Important Considerations:
Clients may receive booking confirmations in their local time, which might differ from your intended time zone. Recommend that clients:
- Check their device time zone settings
- Verify email account time zone configurations
How can I embed TidyCal on my website?
TidyCal offers embedding options for:
- WordPress websites
- Custom HTML sites
Embedding Steps
- Go to your booking type settings
- Copy provided embed code
- Paste into your website's HTML
How do refunds work in TidyCal?
TidyCal does not automatically process refunds. Here's what you need to know:
Refund Process
• Refunds must be manually issued through your connected payment platform (Stripe/PayPal) • TidyCal does not have direct refund capabilities • Account owners are responsible for implementing their own refund policiesRecommended Best Practices
• Clearly communicate your refund policy in your booking type description • Manually process refunds through Stripe or PayPal • Consider setting explicit cancellation terms for clientsHow do I set up my TidyCal account for the first time?
Getting started with TidyCal is straightforward. Here's a step-by-step guide:
Initial Account Setup
- Log in to your TidyCal account created during purchase
- Integrate Your Calendar
- Navigate to Integrations > Calendars
- Connect Google, Microsoft Office 365, or Apple iCal
- Ensure you select a Primary Calendar for booking sync
- Create Your First Booking Type
- Click "Create New Booking Type"
- Set duration, availability, and meeting details
- Customize booking page appearance
Pro Tip: Check out TidyCal's Getting Started video tutorials for visual guidance!
What are the team/agency plan capabilities?
The team plan allows:
- • Adding multiple team members
- • Shared booking management
- • Individual and collective scheduling
- • Centralized team calendar view
How secure is TidyCal?
TidyCal prioritizes data security through:
-
• SSL Encryption: Secure data transmission • OAuth Authentication: Secure third-party integrations • Regular Security Audits • GDPR Compliance
Can I export my booking data?
Yes! TidyCal allows:
- • CSV export of booking information
- • Comprehensive Data Export: Includes client details, booking times, questions and notes
- • Easy Download: Directly from booking management dashboard
Plan Requirement: CSV export requires Individual Plan or Agency Plan. This feature is not available on the Free Plan.
What Booking Features Does TidyCal Offer?
Booking Type Options
- Individual Booking Pages: Create personalized scheduling links
- Team Booking: Round-robin meeting distribution
- Approval Settings: Configure manual booking approvals
- Time Zone Management: Automatic time zone detection
Is There Mobile App Support?
Currently, TidyCal does not have a dedicated mobile app. The platform is fully responsive and works through mobile web browsers.
Feature Request and Development
Users can submit and vote on feature requests at: TidyCal Roadmap
How do I resolve login or activation issues?
Troubleshooting steps:
- Check spam/junk folder for activation emails
- Verify you're using the correct email address
- Reset password if needed
- Contact support with specific details about the issue
Is TidyCal a lifetime purchase?
For AppSumo purchases, TidyCal offers a true lifetime plan with:
- No recurring yearly or monthly fees
- Permanent access to purchased features
- Potential future updates and improvements
What is TidyCal and how does it help me manage my scheduling?
TidyCal is a powerful scheduling and booking management tool designed to streamline your meeting and appointment processes. Key features include:
- Create personalized booking links to share with colleagues, clients, and prospects
- Automatic calendar availability checking to prevent double-booking
- Customizable booking settings to control your availability and meeting preferences
- Multiple calendar integrations including Google, Microsoft, and Apple calendars
Can I transfer my TidyCal license to another email?
Yes! You can transfer your license by:
- Contacting support
- Providing both current and new email addresses
- Confirming account ownership
Can I create multiple booking types for different team members?
Yes! With TidyCal's Agency Plan, you can:
- Create separate booking types for team members
- Connect individual calendars
- Set unique availability for each team member
- Receive booking notifications for each type
How do I set up default availability for bookings?
To configure default availability:
- Go to Availabilit tab
- Add specific dates or select days of the week
- Configure time blocks long enough for your meeting durations
- Ensure sufficient time between bookings
What are TidyCal's GDPR compliance details?
- Data stored on US-based servers
Note: Currently no Standard Contractual Clauses (SCC) for EU data storage
Can I Create Team Booking Types?
Yes, TidyCal supports team bookings with the Agency Plan:
How Do I Handle Unavailable Dates?
To mark dates as unavailable:
How do I cancel my TidyCal subscription?
TidyCal offers a unique approach to subscriptions:
- Most TidyCal purchases are lifetime licenses, not recurring subscriptions
- For AppSumo purchases, you can request a refund within 60 days
- To request a refund, contact AppSumo support
Refund Process
- Go to your AppSumo account
- Navigate to the Products page
- Find the TidyCal product
- Select "Refund" from the dropdown menu
What licensing tiers does TidyCal offer?
Tier Options
- Free Plan: Basic scheduling features
- Individual Plan: Enhanced personal scheduling
- Agency Plan: Team and advanced features
Upgrade Considerations
Some early AppSumo tiers cannot be directly upgraded. In such cases, you might need to:
- Purchase a new license
- Transfer the license to your preferred email
- Contact support for specific migration assistance
Can I create different booking types with unique calendar rules?
Yes! TidyCal offers flexible booking type configurations:
- Individual bookings can sync with personal calendars
- Team/Agency plans allow more complex routing
- You can create booking types that:
- Check specific team member calendars
- Ignore calendar availability for group sessions
Can I cancel or reschedule bookings?
Booking Management
• At this time, there is no way to disable cancellations • Automatic refunds are not provided • Manual refund processing required through payment platformRecommended Practices
• Clearly communicate cancellation policy • Provide clear instructions for rescheduling • Manually handle payment adjustmentsCan I add services with one-time payments and subscriptions?
Currently, TidyCal only supports one-time payments for services. Subscription-based payments are not available. If you're interested in this feature, you can submit a feature request on their roadmap page.
Can I offer pricing in multiple currencies?
Currently, TidyCal does not support offering booking prices in multiple currencies simultaneously (USD/GBP/Euro). You can submit this as a feature request on our roadmap.
Can I add promotional or discount codes?
TidyCal does not currently support adding promotional codes during checkout. You can suggest this feature on their roadmap for potential future implementation.
I purchased a TidyCal license. How do I activate it?
To activate your TidyCal license:
- Log in to your TidyCal account
- Verify the email associated with your purchase
- If not automatically activated, contact support with your:
- Purchase receipt
- Email address
- Purchase date
How can I prevent clients from seeing all my booking types?
Use the Booking Privacy settings:
- Go to your Booking Type settings
- Configure visibility options
- Limit access to specific booking links
Can I collect additional information during booking?
Yes! TidyCal allows you to add custom question fields:
- Go to Booking Type settings
- Add custom questions
- Select question types (e.g., phone number, text)
How many calendars can I sync?
TidyCal allows you to connect multiple calendars with reading enabled to check your availability. The number depends on your plan:
- Free Plan: 1 calendar
- Individual Plan: Up to 10 calendars
- Agency Plan: Up to 25 calendars
Note: You can write (add bookings) to only ONE calendar at a time, designated as your "Primary" calendar. However, TidyCal can read from all connected calendars to prevent double-booking.
What should I do if my payment isn't processing?
Troubleshooting steps:
- Check payment method validity
- Verify internet connection
- Clear browser cache
- Try alternative payment method
- Contact TidyCal support with specific error messages
Pro Tip: Screenshot any error messages to help support diagnose the issue quickly.
How do Team Accounts work in TidyCal?
Team Account Features
TidyCal Teams allow businesses to:
- Create a centralized booking page
- Book with entire team or specific members
- Use Round-Robin scheduling
- Offer Collective Meetings
Team Account Requirements
- Requires Agency Plan (Agency) Plan
- Can invite multiple team members
- Customize team booking page
How do I create a Team in TidyCal?
- Log into TidyCal.com
- Click Teams in top navigation
- Click Create Team button
- Optional: Upload team logo
- Aspect Ratio: 1:1
- File Type: JPEG or PNG
- Max File Size: 2 MB
- Enter team name and description
- Customize team booking page URL
- Invite team members via email
How do I customize my booking page's appearance?
TidyCal offers multiple customization options:
Color Customization
- The color picker affects accent colors, not full background
- Changes impact:
- Date selection outlines
- Button highlights
- Small interactive elements
How does the Team/Agency Plan work?
Key features of the TidyCal Agency Plan:
Licensing Details
- Multiple team members can be invited
- Each invited member remains on a free account
- Premium features do NOT automatically extend to team members
Round Robin Functionality
- Assigns bookings to available team members
- Considers external calendar availability
- Does NOT use individual members' default availability settings
Why aren't all my available times showing up?
Several factors can impact booking availability:
Potential Causes
- Calendar events marked as "Free"
- Incorrect timezone settings
- Conflict with existing bookings
- Restrictive booking type configurations
Troubleshooting Steps
- Review calendar event statuses
- Verify timezone configurations
- Check booking type availability windows
- Ensure no overlapping events
What is the reCAPTCHA Feature?
TidyCal uses invisible reCAPTCHA to prevent booking spam:
How It Works
- Prevents multiple booking attempts from same IP
- Blocks potential bot attacks
- Invisible to most users
Managing reCAPTCHA
- Can be disabled in account settings
- Located at https://tidycal.com/settings
- Recommended for preventing spam
How can I resolve PayPal payment button issues?
If clients are experiencing problems with the PayPal payment button:
- First, try reconnecting your PayPal account
- As a temporary workaround, integrate a Stripe account
- If the issue persists, contact PayPal support directly
Note: TidyCal does not have direct control over PayPal's payment gateway functionality.
How do I handle calendar synchronization issues, especially with Apple Calendar?
Apple Calendar Integration Challenges
Apple calendars are known for sync difficulties. Here are some key considerations:
- Use app-specific passwords when integrating iCloud email
- Ensure your calendar is set to public
- Grant full read/write permissions to TidyCal
Troubleshooting Sync Problems
If time slots aren't updating after deleting events:
- Manually refresh calendar integration
- Disconnect and reconnect the calendar
- Check that deleted events are completely removed from all calendar views
What security measures does TidyCal implement?
TidyCal takes data protection seriously with several key measures:
- GDPR-compliant data storage
- Encryption for data in transit and at rest
- Strict access controls
- Continuous system monitoring
For full details, review the Privacy Policy and Terms of Service.
How do Team Booking and Round Robin features work?
Availability Logic
Key points about Team Booking Types:
- Time slots only appear if ALL team members are available
- Round Robin does not automatically rotate bookings
- Zoom links are generated from the Agency Owner's account
What should I do if I'm experiencing reCAPTCHA errors?
For reCAPTCHA verification issues:
- Clear browser cookies
- Try an incognito/private browsing window
- Use a different browser
- Check for any browser extension conflicts
Can I upgrade my TidyCal plan?
To upgrade your plan:
- Log into your AppSumo account
- Go to the Products Page
- Find the TidyCal product
- Select "change plan"
- Complete the checkout for the higher tier
Why Are My Booking Dates Not Showing Correctly?
Potential Causes
- Calendar Conflicts: All-day or "Busy" events can block booking availability
- Sync Issues: Calendars may not sync immediately
- Default Availability Settings: Booking types might not use default availability
Troubleshooting Steps
- Check calendar events and mark conflicting events as "Free"
- Manually resync calendars
- Verify default availability settings for each booking type
- Clear browser cache
- Try using an incognito/private browser
How Can I Prevent Bot Bookings?
Current Anti-Bot Features
- Google reCAPTCHA integration
- Manual booking approval option
Recommended Strategies
- Enable manual booking approval
- Add more required fields to booking forms
- Verify contact information before confirming
- Monitor Stripe payment details for declined transactions
Payment and Booking Link Issues
Stripe Payment Troubleshooting
- Check Stripe dashboard for specific decline reasons
- Advise customers to contact their bank
- Offer alternative payment methods
Booking Link Problems
- Verify meeting URL configuration
- Use hyperlink formatting in emails
- Check booking type settings
Customization and Embed Options
Currently Limited Features:
- Basic iframe embedding
- Limited customization options
- No advanced iframe modification
Customer Support Recommendations
- Always provide specific details about your issue
- Include screenshots when possible
- Check TidyCal help documentation
- Contact support at support@tidycal.com for complex issues
What Happens If I Can't Log Into My Account?
If you're experiencing login issues:
- Verify you're using the correct email address
- Reset your password using the forgot password link
- Clear browser cache and cookies
- Try logging in via incognito mode
- Contact support@tidycal.com if problems persist
What Should I Do If I'm Not Receiving Booking Notifications?
Troubleshooting steps:
- Check spam/junk folders
- Verify email settings
- Ensure service@tidycal.com is not blocked
- Contact your hosting provider
- Reach out to TidyCal support
How Do I Delete My Account?
To delete your TidyCal account:
- Contact support directly
- Provide the email address associated with your account
- Confirm account deletion request
What should I do if my license key is not working?
Troubleshooting Steps
- Verify you're using the correct email address
- Check if you have an existing TidyCal account
- Contact AppSumo support for license issues
Why are my calendar events not blocking availability in TidyCal?
Common reasons include:
- Calendar not enabled for reading
- Events set as "Free" instead of "Busy"
- Private event settings
- Incorrect timezone configuration
Troubleshooting tips:
- Check calendar integration permissions
- Verify event visibility settings
- Ensure correct timezone is selected
- Manually resync calendar
How do I remove TidyCal branding?
For Lifetime Pro users, TidyCal retains minimal branding to keep pricing affordable. Currently, there's no direct option to completely remove branding. The logo and links are kept subtle to maintain our competitive pricing strategy.
Can I set up Round Robin scheduling for my team?
Yes! To set up Round Robin:
- Create a team in TidyCal
- Configure meeting type settings
- Adjust scheduling intervals
- Ensure team members have correct permissions
How do Ratings and Reviews work in TidyCal?
TidyCal's Ratings and Reviews feature allows customers to leave star ratings (1-5) and written feedback after their bookings complete. Reviews display publicly on your booking pages and directory profile.
Key Features
- Automatic Review Requests: Emails sent automatically after bookings end
- Star Ratings: Customers rate their experience from 1-5 stars
- Written Feedback: Optional text reviews (max 1000 characters)
- Host Responses: You can respond to reviews publicly
- Public Display: Reviews appear on booking pages and directory listings
- Privacy Protection: Only first names shown in directory listings
How to Enable Reviews
- Go to Dashboard → Booking Types
- Edit the booking type you want to enable reviews for
- Scroll to Advanced Settings
- Check the Allow Reviews checkbox
- Click Save Booking Type
Plan Requirements
- ✅ Individual Plan ($29 lifetime) - Full access
- ✅ Agency Plan ($79 lifetime) - Full access
- ❌ Free Plan - Not available
Important Notes
- Only bookings that start after you enable reviews will receive review requests
- One review per booking (customers cannot edit or resubmit)
- Review requests sent automatically when booking ends
- Customers receive email notification when you respond
For complete details, see our Ratings and Reviews Guide.
🎯 Group Bookings, Guest Invites, and Team Features Explained
TidyCal offers several features for managing attendees and hosts. Here's how each one works and when to use them.
Group Bookings - Multiple Attendees Per Time Slot
What it is: Allow multiple different people to book the same time slot.
Use cases:
- Fitness classes with limited capacity
- Webinars and workshops
- Group coaching sessions
- Events with attendance limits
Example: You offer a yoga class with 20 available spots. Different clients can book the same time slot until all 20 spots are filled.
How to enable Group Bookings:
- Go to Booking Types
- Edit the booking type you want to make a group event
- Scroll to "Enable multiple invitees to book the same time (Group Bookings)"
- Toggle it ON
- Set the maximum number of attendees (e.g., 20 for a yoga class)
- Choose whether to show remaining spots on your booking page
- Click Save Booking Type
Plan required: ✅ Individual Plan or Agency Plan
Important notes:
- Each booking is from a separate person (not one person with multiple guests)
- Once capacity is reached, the time slot disappears from your calendar
- All attendees receive separate confirmation emails
- If using paid bookings, each attendee pays separately
👥 Guest Invites - Allow Bookers to Bring Guests
What it is: Allow a single booker to add additional guests to their own booking.
Use cases:
- Consultations where clients may bring partners
- Meetings where attendees bring colleagues
- Appointments that may include family members
Example: A client books a 1-hour consultation and adds their business partner as a +1 guest. Both receive the confirmation email.
How to enable Guest Invites:
- Go to Booking Types
- Edit your booking type
- Scroll to the Guest Invites section
- Toggle it ON
- (Optional) Set the maximum number of guests allowed per booking
- Click Save Booking Type
Plan required: ✅ Individual Plan or Agency Plan
Important notes:
- Only the primary booker can reschedule or cancel
- All guests receive confirmation emails
- If using paid bookings, the primary booker pays for all guests
Difference from Group Bookings:
- Guest Invites: ONE primary booker adds guests to THEIR booking
- Group Bookings: MULTIPLE separate bookers reserve the SAME time slot
🤝 Collective Meetings - Multiple Hosts Required
What it is: Require multiple team members (hosts) to all be available at the same time.
Use cases:
- Meetings that need you AND your partner/colleague present
- Client onboarding requiring multiple team members
- Panel interviews with multiple interviewers
Example: You and your business partner both need to attend client onboarding calls. TidyCal only shows times when BOTH calendars are free.
How to enable Collective Meetings:
- Go to Teams (requires Agency Plan)
- Create or edit a team
- Add team members
- Go to Booking Types
- Create a new team booking type
- In the Multiple Hosts section, select "Collective"
- Assign the hosts who must all attend
- Click Save Booking Type
Plan required: ✅ Agency Plan ONLY
📚 Learn more: Teams Feature Guide
↑ Back to top🔄 Round Robin - Distribute Bookings Among Team
What it is: Automatically distribute incoming bookings evenly among team members.
Use cases:
- Sales teams sharing demo calls
- Support teams rotating consultations
- Shared workload distribution
Example: You have 3 sales reps. Bookings automatically rotate: Client 1 → Rep A, Client 2 → Rep B, Client 3 → Rep C, Client 4 → Rep A (repeats).
How to enable Round Robin:
- Go to Teams (requires Agency Plan)
- Create or edit a team
- Add team members
- Go to Booking Types
- Create a new team booking type
- In the Multiple Hosts section, select "Round Robin"
- Assign team members to rotate through
- Click Save Booking Type
Plan required: ✅ Agency Plan ONLY
📚 Detailed guide: How to Create Round Robin Bookings
↑ Back to top📊 Quick Comparison Table
| Feature | What It Does | Plan Required | Best For |
|---|---|---|---|
| Group Bookings | Multiple people book same slot | Individual/Agency | Classes, webinars, events |
| Guest Invites | Booker adds guests to their booking | Individual/Agency | Consultations with partners |
| Collective Meetings | All hosts must be available | Agency ONLY | Partner meetings, team consultations |
| Round Robin | Distribute bookings among team | Agency ONLY | Sales teams, support rotation |
Common Questions
Q: Can I use Group Bookings AND Guest Invites together?
A: Yes! You can enable both. Example: A workshop with 20 spots (group booking) where each attendee can bring 1 guest (guest invites).
Q: What's the difference between Collective and Round Robin?
A:
- Collective: ALL assigned hosts must be available and attend the same meeting
- Round Robin: ONE host is selected automatically (rotating among team members)
Q: I'm on the Free Plan. Can I use any of these?
A: No, the Free Plan doesn't include these features. You need Individual Plan ($29) for Group Bookings and Guest Invites, or Agency Plan ($79) for Collective and Round Robin.
Q: How many spots can I offer for Group Bookings?
A: You can set any maximum number. Common examples: 10-50 for classes, 100+ for webinars.
Q: Can guests added via Guest Invites reschedule or cancel independently?
A: No, only the primary booker can reschedule or cancel. All guests are tied to the primary booking.
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