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Bookings and messages

Book the right person

Put the booking on the right calendar. Match each service to a teammate and their working hours.

When several people take appointments, give each one a profile under Settings → Team:

titletext
Their role, such as "Hygienist" or "Senior technician".
handlestopics
What they do, such as "cleanings, whitening" or "boilers, heat pumps". The caller's reason is matched against these.
work days and hoursweekly
When they can be booked.

#How a booking picks a person

  1. The caller's reason, such as "I need a cleaning", is matched against everyone's topics.
  2. If one person clearly matches, availability comes from their working hours and their calendar.
  3. If nobody matches, or several match equally, the booking uses the business calendar.

Double-booking is checked per person, so two people can see two callers at the same hour. Connect each person's own calendar to them so their personal appointments block bookings too. See Calendars and booking.