Configuring Staff Member Selection in Round Robin Calendars

The Staff Member Selection feature, designed for Round Robin calendars and the Neo widget type, adds a dropdown menu to the booking widget, allowing users to pick a specific staff member for their appointments. This feature is aimed at enhancing user choice and improving customer satisfaction across various service industries.

Enhancing Customer Preferences

With the Staff Member Selection feature, clients can select their preferred staff member when booking appointments. This personalized option not only enhances the customer experience but also handles cases where a chosen staff member is unavailable. In such situations, the user is notified and offered alternative available slots.

How It Works

This feature is seamlessly integrated into any business where personalized service is key. Whether it's a beauty salon, a fitness center, a healthcare facility, or an educational institution, the Staff Member Selection feature adds a personalized touch to the customer experience.

Advantages of Staff Member Selection

• Increased Customer Satisfaction: Allowing clients to choose their preferred staff member creates a more tailored and comfortable experience.

• Streamlined Booking Process: Simplifies the booking process by reducing the need for post-booking changes.

• Optimized Staff Utilization: Improves staff management by providing clear visibility of availability.

• Enhanced Customer Loyalty: Positive experiences with specific staff members encourage repeat bookings.

• Data-Driven Decisions: Tracks staff selections to provide insights into customer preferences and staff performance.

• Flexible Rescheduling: Clients can easily reschedule, choosing the same or a different staff member based on availability.

• Improved Business Image: Positions your business as customer-focused and responsive, enhancing your market reputation.

Steps to Enable Staff Member Selection

Accessing Calendar Settings

To start, go to the Calendar Settings section by selecting "Calendars" and then "Calendar Settings" on the platform. You can also access this by navigating to "Settings" and choosing "Calendars."

Creating or Editing a Round Robin Calendar

To modify an existing Round Robin calendar, click the three-dot action menu next to the calendar and choose "Edit." Alternatively, you can create a new Round Robin calendar.

Assigning Staff Members

Select the staff members from the dropdown menu to assign them to the calendar.

Configuring Advanced Settings

Set your preferences for new and rescheduled appointments.

Rescheduling Preferences

When a contact reschedules using the booking widget, you can decide how to handle the reassignment:

• Round-Robin Scheduling: Reassigns the appointment through the round-robin method.

• Same Appointment Owner: Ensures the same staff member is assigned to the rescheduled appointment.

For new appointments, you can choose to always book with the contact's assigned user instead of using round-robin scheduling. To do this, ensure the form is first in the booking widget order, which can be managed from the Forms & Payments tab.

Enabling Staff Member Selection

To allow contacts to select their preferred staff member, go to the "Staff Selection" option within the Calendar customizations and toggle the switch.

Rescheduling with Staff Member Selection

Internal Rescheduling

From the contact's appointments tab or the Appointments tab in the Calendars menu, select a different staff member.

Client Rescheduling

Clients will receive a link to reschedule their appointment, allowing them to choose a new staff member during the process.