FAQ
Can clients book without choosing a service provider or staff?
Posted by on 16 September 2011 10:09 AM

If you prefer that your clients are not forced to choose which service provider (staff) they book with, you can adjust the Service Booking Options so that the appointment is manually assigned to a provider by your admins or staff.  

Each service has 3 Booking Options to choose from under Settings > Services.

All options take into account to the number of Service Providers, Stand-Alone Resources and Resources available for a particular Service at a given time. 

1. Must choose a Service Provider or Stand-Alone Resource when booking.  

  • Bookings limited to available number of Add-On Resources. (What are Add-On Resources?)
  • This is the default booking option. 

2. Can book without choosing a Service Provider or Stand-Alone Resource.

  • New clients may not be familiar with your Service Providers or Resources and simply want to book a service and will be happy to accept who ever is assigned by the receptionist.  Or, a client’s preferred Service Provider is booked and the client is willing to book with someone else but doesn’t have a preference.
  • Bookings limited to available number of Service Providers or Stand-Alone Resources as well as Add-On Resources.
  • If a client books without choosing a Service Provider or Resource, the appointment is To Be Assigned (TBA) and will require you to manually assign the booking to a Service Provider or Stand-Alone Resource from the admin calendar.

3. Cannot choose a Service Provider or Stand-Alone Resource. 

  • Use this option for services that are only assigned to a Service Provider or Stand-Alone Resource by your receptionist or administrator.
  • Bookings limited to available number of Service Providers or Stand-Alone Resources as well as Add-On Resources.
  • These appointments are To Be Assigned (TBA) and will require you to manually assign the booking to a Service Provider or Stand-Alone Resource from the admin calendar.

Tip: We recommend assigning appointments to Service Providers or Stand-Alone Resources as soon as possible to avoid scheduling conflicts.

You will be notified of “TBA Appointments” through a notation to the upper right of your calendar.  Select the "To Be Assigned" or "TBA" on mobile screens, to display a list of appointments to be assigned.  Click the date to go to that day in the calendar to make the assignment.

 

To stay in the loop about bookings that need to be assigned, you may want to setup TBA (To Be Assigned) email notifications sent to a specific email address that is regularly monitored. Setup TBA notifications under Settings > Notifications > Additional Notifications.