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How To Streamline Team Scheduling with Collective Bookings in Tekmatix

How To Streamline Team Scheduling with Collective Bookings in Tekmatix

September 25, 20252 min read

How To Streamline Team Scheduling with Collective Bookings in Tekmatix

When multiple team members need to be present in the same meeting, coordinating schedules can quickly become a headache. Tekmatix’s Collective Booking feature solves this problem by automatically finding time slots that work for everyone — eliminating back-and-forth emails and ensuring smooth collaboration.

Whether you’re running sales calls, technical support sessions, or group interviews, Collective Booking makes the process seamless and professional.


Why This Update Matters

Having the right people in the right meeting is crucial. For example:

  • A sales call may require both a Sales Development Rep (SDR) and an Account Executive.

  • A support call may need both a Customer Support Rep and a Technical Engineer.

  • A job interview might include a Recruiter and a Hiring Manager.

Collective Booking ensures that all the necessary participants are available, improving professionalism, customer experience, and internal efficiency.


Step-by-Step: How to Set Up a Collective Booking in Tekmatix

  1. Go to Settings ➝ Calendars

  • Click New Calendar and select Collective Booking.

Tekmatix Calendar

  1. Add Key Details

  • Enter your calendar name,

  • Select the team members who need to be part of the booking,

  • Create a custom calendar URL (e.g., yourcompany.com/team-call),

  • Set a meeting duration and booking availability

    (Optional) Add Payments

  • If you want clients to pay before confirming the appointment, enable Payments for the calendar. The system will only book the appointment once payment is received.

tekmatix calendar

  1. Customize Your Calendar

  • The Adjust availability settings so clients only see time slots that fit your team’s preferences.

  • Add buffer times between meetings to avoid back-to-back bookings.

  • Personalize your calendar appearance (logo, branding, instructions) to give clients a professional booking experience

tekmatix calendar

  1. Enable Notifications

  • Select a member who will receive automatic notifications when a booking is made.

tekmatix calendar

  1. Save and share your calendar.

tekmatix calendar

Example Scenario

A Sales Team Demo

Imagine your SaaS company is running product demos. Each demo requires:

  • Sales Development Representative to qualify the prospect

  • Account Executive to present the solution

Without Collective Booking, Sales Development Representative and Account Executive would spend time coordinating calendars manually. But with Tekmatix Collective Booking:

  • A prospect clicks the demo booking link.

  • Tekmatix instantly checks Sales Development Representative and Account Executive availability.

  • Only the time slots where both are free are shown to the prospect.

  • The prospect books, both Sales Development Representative and Account Executive are notified, and the demo is confirmed.

This not only saves time but also ensures prospects get a professional, hassle-free experience.


Key Benefits of Tekmatix’s Collective Booking feature

Collective Booking in Tekmatix is more than a scheduling tool — it’s a collaboration enhancer. By syncing multiple team members’ calendars into one unified booking system, you ensure smoother coordination, better customer experiences, and higher efficiency across your team.

If your business often requires more than one team member in a call, this feature is essential for scaling operations without friction.

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