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Appointment Assistant Overview
The Employment Assistant simplifies appointment scheduling by automatically finding available time slots based on a client's preferences, eliminating the need for manual searches. This tool is especially useful when clients have specific time windows or when staff are in high demand.
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Accessing the Appointment Assistant:
- From the appointment book click the Wand icon at the bottom right corner, then select the "Clients" icon at the top left to get started.
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Client Search or Addition:
- Search for an existing client or add a new client to the system, then click "Next" to proceed.
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Entering Client Availability:
- Input the client’s available dates and times. For example:
- Thursday: 9:00 AM - 12:00 PM
- Saturday: 1:00 PM - 5:00 PM
- Click the plus sign to add additional days if needed.
- Input the client’s available dates and times. For example:
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Service and Employee Selection:
- Select the service the client requires, and if they have a specific employee request, input this under the "Employee" column.
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Searching for Available Slots:
- Click "Search" to view available times based on the client’s preferences and employee request.
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Booking the Appointment:
- Choose a suitable time slot (e.g., Thursday at 9:00 AM) and add any relevant tags (such as the requested employee).
- Click "Book" to finalize the appointment.
Benefits:
- Saves Time: The assistant automatically filters availability, removing the need to manually check each time slot.
- Customizable: Clients can request specific employees, ensuring a personalized experience.
- Efficiency: Ideal for managing high-demand staff and clients with tight schedules.
Using the Employment Assistant streamlines the booking process, ensuring that appointments are scheduled quickly and accurately.