If you want to make your customer's booking experience as simple as possible, we recommend that you turn on Auto-Assign Employee When Booking. With Auto-Assign turned on, customers no longer need to select a service provider when booking online. A service provider will automatically be assigned to the service based on your settings.
This is great for businesses that are commission based and want new appointments auto-assigned.
Take Note Before Reading
When a customer selects the time for their appointment, the available times will be a combination of all availability between all service providers that perform that service.
When a customer selects an appointment timeslot, an employee is automatically assigned.
Auto-Assign only affects customers booking online. You can still select an employee when booking in-house.
Auto-Assign only applies when booking Services. Classes are not affected because the instructor is already assigned to a class.
When a customer books a recurring appointment, the auto-assign setting still applies. A customer may not be assigned to the same employee for recurring appointments.
An employee is auto-assigned to a service when:
They offer the service.
Have Online Booking active.
The employee is available.
The employee's name is removed entirely from the customer booking experience. This includes push notifications, emails, in-app notifications, text notifications, waitlists, and the customer's appointment page.
What's in this Article?
How an employee is automatically assigned to a service depends on your Online Booking Order. There are five options you can select from: First Available, Website Employee Lineup, Most Open Schedule, Best Reviewed, and Alphabetical Order. These options change how an employee is automatically assigned to a service booked by a customer.
Any available employees may be assigned.
Website Employee Lineup:
Auto-Assign prioritizes the first employee in your Website Employee Lineup. If that employee is fully booked or unavailable, Auto-Assign will automatically move on to the next employee in the lineup and continue in that order.
Most Open Schedule:
Auto-Assign prioritizes the employee with the most availability on that day. The employee is prioritized by the total hours available, not how many appointments they have. For example, an employee with six out of eight hours available will take priority over an employee with only four hours available. Once the most-available employee is fully-booked, Auto-Assign will prioritize the employee with the second-most availability.
Auto-Assign prioritizes the employee with the highest rating (out of five). A low-rated employee will only be booked when other employees aren't available.
Auto-Assign prioritizes appointments alphabetically (from A to Z).
If you want to hide your employee names from your business entirely, you can select to hide an employee from your Staff tab. See this article to learn more.
Please sign in to leave a comment.