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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.
2. Can book without choosing a Service Provider or Stand-Alone Resource.
3. Cannot choose a Service Provider or Stand-Alone Resource.
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.