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Arbitrary Employee Prioritization

If you use the "Any Employee" feature, customers do not need to choose an employee during online booking. This simplifies booking for new customers. To define how your available employees should be prioritized for this type of booking, you can use the "Any Employee Prioritization" feature.


You can access this area via Settings > Any Employee Prioritization
If this feature is not activated, it can be enabled via "Settings > Add Feature".



Requirements

To use this feature, booking via "Any Employee" must be activated in the online booking settings. For more information, see the article "Any Employee".

Prioritizing employees

You can either set a general prioritization, or define it individually for specific services.

  1. First, select which service(s) the prioritization should apply to. You can choose between individual services, service groups, or all services.
  2. Then click on the created prioritization rule to set, in the following step, the order in which the system selects employees for online booking. Here too, you can select either individual team members or roles:

Application examples

Prioritizing individual team members


In the example above, team members are selected for all services in the order shown. If all listed employees are available at the customer's desired time, Sina will be selected for the appointment. If Sina is booked, Marie will be selected. Only if no one else is available will Max take the appointment. This is useful, for example, for prioritizing new employees who are still building up a customer base.

Prioritizing by role


In the example above, roles are selected for all services in the "Women's Haircut" category in the order shown. If all listed employees are available at the customer's desired time, a team member with the role "Junior Stylist" will be selected for the appointment. If all Junior Stylists are booked, a team member with the role "Top Stylist" will be selected. Only if no one else is available will the owner take the appointment. This is useful, for example, for relieving popular employees.

Prioritizing by workload

If it is not individual people but workload that should determine the selection, the feature can also prioritize the person with the least bookings on the customer's desired day.

To do this, simply set this option:


In each employee profile, you can determine whether a team member should be bookable at all via the "Any Employee" feature. If a team member is not enabled for this type of booking, you will receive a warning notice:

In this case, edit the bookability in the team member's profile.


Categories: Setup & Settings
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