PickASlot Pro Features Guide: Analytics, Teams & More

1. Team Scheduling

Team scheduling lets you distribute bookings across multiple team members automatically. Instead of each person sharing their own booking link, you create one shared event type and PickASlot handles the rest.

Creating a Team

1. Go to Teams in the left navigation
2. Click Create Team
3. Give it a name and URL slug (e.g., "sales-team")
4. Add members by their PickASlot email address
5. Assign roles: Owner, Admin, or Member

Distribution Types

When you assign an event type to a team, you choose how bookings are distributed:

• Round-Robin — Bookings are distributed to the team member with the fewest upcoming bookings. This ensures an even workload. A time slot remains available as long as at least one team member is free.
• Collective — All team members must be available for a booking to go through. The booking is assigned to the team owner (or the first available member). This is ideal for meetings where the entire team needs to be present.

Pausing Members

You can pause individual team members without removing them from the team. Paused members will not receive new bookings, but their existing bookings remain. Toggle the switch next to their name in the team detail page.

Reassigning Bookings

If a team member is unavailable, admins can reassign their booking to another team member directly from the Team Bookings tab. The system checks availability automatically — members with conflicts at that time are greyed out. The old host, new host, and guest all receive email notifications.

2. Supervisor Mode

Sometimes the team owner is a manager who oversees bookings but does not take meetings themselves. Supervisor mode lets you do exactly that.

How to Enable

1. Go to your team's detail page
2. Open Team Settings
3. Toggle "Owner receives bookings" off

When this is off:

• The owner is excluded from round-robin distribution
• The owner is excluded from collective availability checks
• The owner does not appear in the Member Performance analytics
• The owner can still view all team bookings, reassign them, and access team analytics

Joining Meetings

As a supervisor, you can join any team booking by clicking the Join button in the Team Bookings tab. This creates a calendar event on your Google Calendar with the meeting details and link, so you can attend without being the assigned host.

3. Analytics Dashboard

The analytics dashboard gives you a bird's-eye view of your scheduling activity. There are two versions:

Personal Analytics

Available on your main dashboard, personal analytics shows:

• Total Bookings — last 30 days + this week
• Upcoming — confirmed future bookings
• Show-up Rate — percentage of completed vs cancelled/no-show
• Revenue — total from paid bookings (only shown if you have paid event types)
• Daily bookings chart — hover over any bar to see the exact count

Team Analytics

Available on the team detail page (owner only), team analytics adds:

• Busiest Days of the Week — horizontal bar chart showing which days get the most bookings
• Member Performance — ranked breakdown of bookings per team member with progress bars
• All stats are scoped to team event types only — personal bookings of team members are not included

4. PDF Reports

Both personal and team analytics include a Download Report section at the bottom. Select a month from the dropdown and click PDF to generate a branded report.

The PDF includes:

• Summary statistics (total, average per day, completed, cancelled, no-shows, show-up rate)
• Revenue breakdown (if applicable)
• Daily bookings chart with count labels
• Weekly breakdown table (total, avg/day, peak day)
• Busiest days of the week
• Member performance table (team reports only)

Reports are generated in the language you have selected in the app. They use an embedded font (Roboto) so special characters render correctly in all supported languages.

5. Stripe Payments

Accept payments for consultations, coaching sessions, or any paid meeting. PickASlot charges zero platform fees — you only pay standard Stripe processing fees.

Setup

1. Go to Settings → Payment Processing
2. Click Connect Stripe
3. Complete the Stripe onboarding flow
4. Edit an event type and set a price under Pricing
5. Guests will pay at checkout before the booking is confirmed

Payments go directly to your Stripe account. PickASlot never touches your money.

6. Custom Branding & Booking Logo

Make your booking pages look professional with your own branding:

• Accent Color — Go to Settings → Profile → Accent Color. Choose any color and it will be applied to your public booking page buttons and accents.
• Booking Logo — Upload a custom logo in Settings → Profile → Booking Page Logo. This replaces your Google/Microsoft avatar on booking pages. PNG, JPEG, or WebP, max 2MB.
• Team Avatar — For team event types, upload a team logo in Team Settings. This appears on booking pages instead of the individual host's avatar.
• Remove Branding — The "Powered by PickASlot" badge is hidden for Pro users.

7. SMS Reminders

Reduce no-shows by sending SMS reminders to guests 1 hour before their meeting.

1. Set up a Sinch account (EU-based SMS provider)
2. Add your Sinch credentials to your environment variables
3. Go to Settings → SMS Reminders and toggle it on
4. Guests will see a phone number field on the booking page

SMS costs are billed through your Sinch account (typically €0.01–0.07 per message depending on country).

8. Embeddable Widget

Add a booking widget to your website with one line of code. From the Event Types page, click the three-dot menu on any event type and select Copy Embed Code. Paste the iframe snippet into your website's HTML.

The embed automatically matches your accent color and works responsively on all screen sizes.

9. Multi-Calendar Sync

Pro users can connect multiple Google and Outlook calendars. All connected calendars are checked for availability — if you are busy on any calendar, the time slot is blocked on your booking page.

Go to Settings → Calendar Connections to add additional calendars. Set one as your primary calendar where new booking events will be created.