Configuring Staff Selection in Concours Pro Round Robin Calendars

Contents

• Overview of the Staff Member Selection Feature
• Practical Applications of This Feature
• Advantages of Staff Member Selection
• How to Set Up Staff Member Selection
• Rescheduling Appointments with Staff Member Selection
• FAQs

Overview of the Staff Member Selection Feature

The Staff Member Selection feature in Concours Pro enhances your booking system, offering more flexibility and personalization. Within a Round Robin calendar, clients can select their preferred staff member from a dropdown menu, allowing for a more tailored booking experience. If the selected staff member is unavailable, the system suggests alternative slots, ensuring smooth scheduling. This feature also supports rescheduling, offering clients the opportunity to reselect a staff member if needed.

Practical Applications of This Feature

Here are scenarios where Staff Member Selection can be useful:

• Beauty Salons & Spas: Clients can choose their favourite stylist or therapist, enhancing their overall experience.
• Fitness Centres & Personal Training: Members can book sessions with their preferred trainer, fostering better client-trainer relationships.
• Healthcare Providers: Patients can select their trusted doctor or therapist, improving satisfaction and continuity of care.
• Educational Institutions & Tutoring Services: Students can choose tutors based on their rapport and teaching style.
• Professional Services: Clients can book meetings with professionals they trust or who have specific expertise.
• Home Services: Customers can request the same technician for future services, building trust and satisfaction.

Advantages of Staff Member Selection

Implementing this feature offers several benefits:

• Enhanced Customer Satisfaction: Clients enjoy a more personalised booking experience.
• Streamlined Booking Process: Clients can select their preferred staff directly, reducing the need for post-booking changes.
• Optimized Staff Utilization: Visibility into available staff can lead to better allocation of resources.
• Improved Customer Retention: Positive experiences encourage clients to rebook with their preferred staff members.
• Insightful Data Collection: Track staff preferences to gain insights into performance and customer choices.
• Flexible Rescheduling: Clients can easily switch staff during the rescheduling process.
• Stronger Business Reputation: This feature highlights your commitment to customer satisfaction.
• Potential Revenue Increase: Higher customer satisfaction and retention can drive more bookings and revenue.

How to Set Up Staff Member Selection

To enable this feature, follow these steps:

1. Go to Settings > Calendars.
2. Click the 3 dots for your desired calendar.
3. Click Edit.
4. Toggle Allow staff selection during booking.
5. Select “Neo” under Widget Type.
6. Click Save, then Close.
7. Click the desired calendar.
8. Click Copy Scheduling Link.
9. Open the widget using the link.
10. Verify ability to Select a staff member.

Rescheduling Appointments with Staff Member Selection

Rescheduling with this feature is straightforward and can be done in three ways:

Rescheduling from the Contact’s Appointments Tab Internally:

1. Go to the contact’s appointments tab.
2. Find and edit the appointment.
3. Select a new staff member from the dropdown menu and save the changes.

Rescheduling from the Appointments Tab in the Calendars Menu:

1. Navigate to the Calendars Menu and select the Appointments tab.
2. Edit the appointment and select a different staff member.
3. Save your changes to reassign the appointment.

Client Rescheduling on Their End:

1. Clients receive a reschedule link after booking which they can click on as needed.
2. They can select a new staff member and time slot based on availability, as if they were booking a new appointment.

FAQs

Q: What if a staff member is unavailable or leaves?

A: Remove them from the Round Robin calendar, and they won’t appear in the dropdown menu.

Q: Can I limit the number of appointments a staff member can have?

A: Yes, you can set daily limits in the staff member’s settings.

Q: How does the system handle holidays or off days?

A: The booking widget reflects each staff member’s schedule, excluding them on their off days.

Q: Can we enable or disable this feature for specific time slots?

A: Currently, this feature applies to all appointments within a Round Robin calendar.

Q: Can clients see staff expertise before making a selection?

A: Currently, only staff names are shown. Consider including expertise in service descriptions on your website.