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Team Appointments | March 2026

Written by Michael Stephenson
Updated this week

Released: March 4, 2026

Overview Header

Appointments now supports team-based scheduling, allowing multiple staff members to share a single availability. Admins can select an existing Team, configure it for appointments with a URL slug, description, display name, and then create shared availabilities for that team. When a student books a time slot, the system automatically assigns the appointment to one eligible team member using either round-robin or balanced assignment logic. Teams appear alongside individual staff on the booking site, each with their own dedicated booking URL.

Details Header
  • New "Team Settings" tab in Appointment Settings where admins can select an existing team, configure a URL slug for the team's booking page, and set a description and display name shown to students on the booking site

    • Team membership continues to be managed in Settings > Manage Users > Teams for a consistent experience

  • Two assignment methods supported:

    • Round-Robin: Rotates assignments evenly across team members

    • Balanced: Assigns to the team member with the fewest appointments in a 14-day window surrounding the selected time slot

    Note: Automatic eligibility filtering that determines which team members can receive a booking based on team membership and availability

  • Dedicated team booking URLs gives each team its own shareable booking page.

  • Organized booking site layout with People and Teams sections, descriptive help text for each, and alphabetical sorting by last name (People) and team name (Teams)

  • Bolt Agents can book team appointments on behalf of students and send scheduling links through Bolt Jobs

Benefit Header

Team Appointments simplifies how departments manage shared scheduling by eliminating the need to maintain separate appointment types for each staff member. Students can book with a team without needing to know who is available, while the automatic assignment logic ensures an even workload distribution and prevents double-bookings through calendar-connected availability checks. Because team membership is managed through the existing Teams feature in Manage Users, setup is fast and easy β€” admins simply select a team, configure it for appointments, and create availabilities.

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