How to Use the Participant Form

Adding supervisors or colleagues as attendees when scheduling with clients

1. Click on participants in the basic settings

The same form exists for both the select type and quick type scheduling.

1. Click on participants in the basic settings

2. Click "Add a guest"

2. Add a guest

3. Select users to add as guests

You can specify from either team members or calendars connected to your Google account. Here are the differences:

  • From Team... You can easily connect with team members through a single URL in itemis and specify them as attendees. You can configure how each other's schedules are reflected in detail on itemis. Even if there are multiple Google accounts, such as for contract staff, they can be treated as a single user. Additionally, you can use the "OR" rule in the participant form, enabling complex schedule coordination.
    For detailed information about teams, please see here.
  • From Calendars... You can specify Google calendars of colleagues and friends connected through Google Calendar settings. How each other's schedules are reflected depends on Google Calendar settings. For select type scheduling, the handling of tentative bookings and buffer time before/after appointments follows the your settings.
3. Select users to add as guests

4. Select candidate dates from the schedule reflecting guests' availability

For select type scheduling, please generate the scheduling page as usual with the specified guests.

4.
                            Select candidate dates from the schedule reflecting attendees' availability

5. Display on scheduling page

The schedules of users specified as guests will be displayed on the scheduling page.
Only time slots when both the organizer and all guests are available according to their latest Google Calendar schedules can be selected as candidate times.

5. Display on scheduling page

6. Schedule confirmation

After the schedule is confirmed, team members and calendars specified as guests will receive calendar invitations from the organizer's Google Calendar for the confirmed appointment.

6. Schedule confirmation

Scheduling on behalf of supervisors or colleagues with clients

Please see here.

Assigning one available person from multiple candidate staff members

1. First, join a team

You need to be part of a team beforehand. For information about teams, please see here.

2. Click "Participants" in basic settings

Click Participants in basic settings

3. Click "OR"

Click OR

4. Select candidate staff members

First, select only from team members. The first person in an "OR" rule cannot be specified from calendars.

Select candidate staff members

5. Configure additional settings as needed

Participants will be displayed in groups like this.
As needed, click "OR" again to add more candidate staff members or set group priorities.
Priority is assigned from lower numbers first. For groups with the same priority, assignments are made to equalize the past number of assignments per group within the issued scheduling page.
The past number of group assignments can be reset by opening the participant form, deleting groups using the trash can button for each group, and creating the groups again.

Note that if Zoom is specified in "Location/Video Conference", the all users specified as a participant this time must perform Zoom connection with Aitemasu.

Display on scheduling page

6. Display on scheduling page

On the scheduling page, participants are displayed as "Person in charge".
Times shown to the scheduling partner are considered "available" if at least one of the currently specified staff members is available. During scheduling, staff groups with available members at that time slot are selected according to the priority set in step 5, and calendar invitations are sent from the Google Calendar of the staff member to the scheduling partner.

Display on scheduling page

Assigning an available group from multiple candidate groups

1. First, join a team

You need to be part of a team beforehand. For information about teams, please see here.

2. Click "Participants" in basic settings

Click Participants in basic settings

3. Click "OR"

Click OR

4. Select candidate staff members

First, select only from team members. The first person in an "OR" rule cannot be specified from calendars.

Select candidate staff members

5. Create candidate staff groups

As needed, click "OR" again to add more candidate staff members or click "Add a guest" to add attendees to the same group. Also, set group priorities.
Priority is assigned from lower numbers first. For groups with the same priority, assignments are made to equalize the past number of assignments per group within the issued scheduling page.
The past number of group assignments can be reset by opening the participant form, deleting groups using the trash can button for each group, and creating the groups again.

Note that if Zoom is specified in "Location/Video Conference", the all users specified as a participant this time must perform Zoom connection with Aitemasu.

Create candidate staff groups

6. Display on scheduling page

On the scheduling page, participants are displayed as "Person in charge".
Times shown to the scheduling partner are considered "available" if at least one of the currently specified candidate staff groups has all members available. During scheduling, staff groups with all members available at that time slot are selected according to the priority set in step 5, and calendar invitations are sent from one staff member's Google Calendar to other group members and the scheduling partner.

Display on scheduling page

Some members join if available, others must attend

1. First, join a team

You need to be part of a team beforehand. For information about teams, please see here.

2. Click "Participants" in basic settings

Click Participants in basic settings

3. Click "Add a guest"

The participant selection screen is omitted here. Please proceed to the next step after adding guests.

Click Add a guest

4. It will look like this after adding guests.

Click "OR" in this state.

It will look like this after adding attendees.

5. It will look like this after adding participants from "OR" and adjusting priorities.

In this case, Shinji Yamaguchi is treated as a "staff member who joins if available," while Tarou Suzuki is treated as a staff member who must attend.
While we have 2 groups here, for cases with 3 or more groups, make sure to include staff members who must attend in all groups.
Then, set higher priority (lower number) for groups that include "staff members who join if available".

Note that if Zoom is specified in "Location/Video Conference", the all users specified as a participant this time must perform Zoom connection with Aitemasu.

It will look like this after adding participants from OR.

6. Display on scheduling page

On the scheduling page, participants are displayed as "Person in charge".
Times shown to the scheduling partner are considered "available" if at least one of the currently specified candidate staff groups has all members available. During scheduling, staff groups with all members available at that time slot are selected according to the priority set in step 5.
This way, if Shinji Yamaguchi is available, both Shinji Yamaguchi and Tarou Suzuki will attend, but if Shinji Yamaguchi is not available, scheduling is possible with only Tarou Suzuki attending.

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