Within our booking widget, you'll find a highly sought-after feature: Staff Member Selection. This capability empowers your clients to choose their preferred staff member when scheduling appointments, elevating their booking experience with a personalized touch.
What is the Staff Member Selection feature in Round Robin Calendars?
The "Staff Member Selection" feature in Round Robin Calendars is a powerful addition designed to enhance your booking system's flexibility and personalization. It is tailored to optimize your service offerings and is particularly effective when used in conjunction with the Neo widget type.
When activated, this feature introduces a dropdown menu within the booking widget, listing all team members associated with the specific Round Robin calendar. This empowers appointment bookers to choose a specific staff member when scheduling their appointment, allowing them to personalize their experience and select their preferred team member for the interaction.
This feature has been thoughtfully designed to address scenarios where a chosen staff member may not be available. In such cases, the user will be informed of the unavailability and provided with alternative available slots for their convenience.
Moreover, it fully supports the rescheduling of appointments. During the rescheduling process, users have the opportunity to revisit their staff selection, enabling them to either stick with their original choice or opt for a different staff member based on availability or preference.
What are some practical usage cases for this feature?
Let's explore some practical scenarios where the "Staff Member Selection" feature can be invaluable:
1. Beauty Salons & Spas: Clients often have specific stylists or therapists they prefer based on past experiences. This feature allows them to easily choose their favored staff member when booking an appointment, ensuring a more personalized and satisfying service.
2. Fitness Centers & Personal Training: Fitness enthusiasts may have a preference for a particular trainer who understands their goals and fitness level. This feature enables members to book sessions with their preferred personal trainer, fostering a stronger client-trainer relationship and improving client retention.
3. Healthcare Providers: In healthcare settings like clinics or hospitals, patients may feel more at ease seeing a particular doctor or therapist due to trust or specialization. The feature permits patients to select their preferred healthcare provider when scheduling an appointment, thereby enhancing patient satisfaction and continuity of care.
4. Educational Institutions & Tutoring Services: Students and parents may have preferences for specific tutors based on teaching style, expertise, or rapport. This feature empowers them to choose their preferred tutor while scheduling a session.
5. Professional Services: Businesses like law firms, consulting agencies, or financial advisory firms can offer clients the option to work with a specific professional whose advice they trust or whose expertise aligns with their needs. This feature simplifies the process of booking a meeting with the preferred professional.
6. Home Services: In industries that provide home services, trust is paramount. If customers have had positive experiences with particular technicians or professionals, they may prefer to have the same person for future services. This feature allows customers to select their chosen professional, enhancing satisfaction and trust.
What are some notable benefits of this feature?
Here are some noteworthy advantages of the "Staff Member Selection" feature:
1. Enhanced Customer Satisfaction: Allowing clients to choose their preferred staff member leads to a more personalized and comfortable experience, contributing to higher customer satisfaction levels.
2. Improved Efficiency: This feature streamlines the booking process by enabling clients to directly select their preferred staff member, reducing the need for additional requests or changes after the initial booking.
3. Optimal Staff Utilization: Providing visibility into staff members available for service can lead to better utilization of all team members, potentially uncovering hidden talents within your team.
4. Enhanced Customer Retention: Clients are more likely to return if they've had a positive experience with a particular staff member. This feature facilitates rebooking with preferred staff members, improving customer loyalty and retention.
5. Precise Data Collection: Tracking which staff members are most frequently selected offers valuable insights into customer preferences and staff performance, informing business decisions and strategies.
6. Flexible Rescheduling: The feature adds flexibility to the rescheduling process, allowing clients to choose the same staff member or a different one based on their preference and staff availability.
7. Improved Business Reputation: Offering such a feature positions your business as customer-centric and responsive to customer needs, enhancing your reputation in the market.
8. Increased Revenue: By improving customer satisfaction, retention, and staff utilization, this feature has the potential to boost your business's bookings and revenue significantly.
How to use the Staff Member Selection feature in Round Robin Calendars?
Click "Settings"
Access the settings option in your sub-account.
Click "Calendars"
Go to the Calendars option in Settings.
Click here
Click on the three dots for the desired calendar.
Please Note:
If you are creating a new Calendar, Please Make sure to choose the Round Robin Booking Type. Add all the users whom you need to be made available for that calendar. Click "Edit"
Click on the Edit option.
In the Team and Event Settings Tab, Toggle this on
Toggle on the "Allow staff selection during booking" option.
Make sure that the widget type is set to NEO
Select the Neo option in Widget Type. The Classic Option is not compatible with this feature at the moment.
Click "Save"
Save the changes.
Click "Close" if other Calendar settings are set per your needs.
Close the window.
Click here
Click on the desired calendar.
Click "Copy Scheduling Link"
Click on the Copy Scheduling Link option.
Open up the Booking widget using the scheduling link. You will see a dropdown to choose a user.
Users will be displayed here based on whom you added and set as available in that particular calendar.
Click any user with who you want the appointment to be booked with
Select the employee's name from the list.
How does Rescheduling work with this feature?
Here's how the "Staff Member Selection" feature works when rescheduling appointments in three scenarios.
Rescheduling from the Contact's Appointments Tab Internally:
- Go to the contact's appointments tab.
- Find the appointment that must be rescheduled and click the "Edit" button.
- You'll see an option to select a different team member for the appointment. Click on the dropdown menu and choose the new staff member to whom you want to assign the appointment.
- Once you've selected the new staff member, save the changes. The appointment will now be reassigned to the chosen staff member.
Rescheduling from the Appointments Tab in the Calendars Menu:
- Navigate to the Calendars Menu in the Sidebar and click the Appointments tab.
- Find the appointment that needs rescheduled and click on it to edit.
- Like the previous method, you can select a different team member for the appointment. Use the dropdown menu to choose the new staff member.
- After selecting the new staff member, make sure to save the changes. The appointment will be reassigned to the chosen staff member.
Client Rescheduling on Their End:
Your client will receive a reschedule link when they book an appointment.
- If they need to reschedule, they can click on this link. This will take them to the booking widget, where they'll see the option to select a different staff member for their appointment.
- They can then choose a new staff member from the dropdown menu and select a new date and time per the desired staff member's availability.
After making these selections, they can confirm the Rescheduling. The appointment will now be rescheduled with the new staff member.
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