Automatically Dispatch Appointments to Your Personnel and Spend Less Time Managing Schedules

Product Features    |   Oct 02, 2017

automatic dispatch It is now possible to automatically dispatch appointments booked online to the available personnel instead of asking your client to choose a personnel, or do the dispatch manually yourself. This way appointments get evenly distributed to your personnel, and you spend no time managing schedules.

Whether you have 10 or 100 employees, book spaces like conference rooms, gun ranges, pet wash cabins, or stuff like bikes, kayaks, booxi can dispatch appointments for you, and save you precious time.

  • How Appointments Are Automatically Dispatched
  • Setup a Service for Automatic Dispatch
  • Online Booking Experience

How Appointments Are Automatically Dispatched

When using appointment automatic dispatch, booxi computes the availability of each personnel and presents a choice of dates and time slots that have at least one personnel available each. When the client selects a time slot, booxi automatically dispatches the appointment to the personnel available that has the least appointments for the selected date. This way all personnel will have on average the same number of appointments.

Depending on the Approval Mode you set, you will receive appointment requests (manual mode) or approved appointments (automated mode) in your booxi calendar. All automated, saving you lots of schedule management efforts and time.

Setup a Service for Automatic Dispatch

You can enable automatic dispatch per service, simply by changing two simple appointment rules for that service. Automatically dispatching appointments will not require the client to select a personnel, so you must first Disable personal selection, and then set the Time Slot Selection to Display time slot with automatic dispatch. You can then offer some services with automatic dispatch, and other with a personnel selected by the client.

  1. Go to the profile of the service you would like to dispatch appointment automatically.
  2. Click on Appointment Rules for that service
  3. Turn Disable Personnel Selection On
  4. Set the Time Slot Selection option to Display time slot with automatic dispatch
  5. Click Save at the top of the Appointment Rules form, and you’re done.

    automatic dispatch setting

Online Booking Experience

When a client selects a service that is set to automatically dispatch appointments, he is presented with a choice of dates and time slots, without prior personnel selection. These time slots are the available times that have at least one personnel available. If more than one personnel is available for the selected time, booxi will dispatch the appointment to the personnel with the least appointments for that day.

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Your client will receive a confirmation and reminder without mention of who is the selected personnel, leaving you the possibility to make some changes afterwards.

You spend to much time managing your employees’ schedules? Try booxi for free during 14 days!

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Astrid Bertout
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