For AI agents: the complete documentation index is available at https://docs.clickmax.io/en/llms.txt, the full documentation bundle is available at https://docs.clickmax.io/en/llms-full.txt, and this page is available as Markdown at https://docs.clickmax.io/en/features/contacts/team-schedule-group-sessions.md.
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  • How do I offer group sessions on the same team agenda?

    On a Team (round-robin) agenda, turn on Also offer group sessions. The same booking page then shows individual (1:1) times and group sessions together. You decide whether a session is tagged Group or shows as a regular time.

    A session is hosted by a team member: the person fixed on that time or, if there is none, someone drawn among the members who host group sessions.

    Before you start

    • You need permission to create or edit agendas.
    • The agenda must be set to Team (round-robin), with a team selected, and Enable booking link turned on in the General tab.

    1. Turn on group sessions

    1. Open Commercial → Scheduling → Agendas and edit the team agenda.
    2. In the Availability tab, under Members and calendars, keep the participating members turned on.
    3. Right below, turn on Also offer group sessions.

    2. Choose who hosts group sessions

    Under Who hosts group sessions, turn on each member who can present sessions. Only members who participate in the agenda are listed.

    Turning someone on here does not take them out of the round robin for individual times.

    3. Set the seats and session times

    1. In Seats per session, enter how many people fit in each session (1 to 100).
    2. Keep Show remaining seats on the booking page on if you want each session to show "12 seats left".
    3. Turn on Show the "Group" tag on the booking page if you want people to know the time is a group session. When it is off (the default), the session shows as a regular time and, when there is an individual time at the same moment, only the session shows, so the time does not appear twice.
    4. Click Add time and pick the weekday and time of each session.
    5. In Who hosts this time, pick a team member to fix that time with them, or leave it on Drawn among group hosts.
    6. Save.

    Session times use Brasília time, and the length is the agenda's Duration (min) in the General tab.

    How the draw works

    • The draw happens when the first person signs up for the session. From then on the session stays with whoever was drawn, and everyone who signs up next joins that person's meeting.
    • Only members turned on under Who hosts group sessions who have no other meeting or group session at that time enter the draw. The pick follows the same team distribution (weights and queue) used for individual times.
    • If no group host is free, the session without a fixed host does not show on the booking page.

    What changes in the host's calendar

    • Time fixed with a person: they are busy for individual times at that time, even before anyone signs up, as in a group call.
    • Drawn time: nobody is blocked until the first sign-up. After it, the drawn person's time is busy.

    If it didn't work

    • The Save button is disabled: if any time is on Drawn among group hosts, turn on at least one person under Who hosts group sessions, or fix a person on every time.
    • The session does not show on the booking page: no group host is free at that time, the session is full, or it is outside the agenda's horizon or minimum notice.
    • When rescheduling through the personal link, only sessions (or only individual times) show: this is expected. Someone with a session seat moves to another session, and someone with an individual meeting moves to another individual time.