Difference between revisions of "1 is not greater than 2 (when trying to change number of clients per provider)"

From SimplyBook.me
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:3. To not get double-booked with the new provider, you will need to block time in his/her schedule when your old provider already has bookings. For example, you have booking for 10am for old provider, but this time is free for the new provider, who has no bookings. Consequently, you need to block time 10 am for the new provider.
 
:3. To not get double-booked with the new provider, you will need to block time in his/her schedule when your old provider already has bookings. For example, you have booking for 10am for old provider, but this time is free for the new provider, who has no bookings. Consequently, you need to block time 10 am for the new provider.
 
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::'''Variant A (good for those who have just several bookings)''': You can block time for new provider using breaktimes in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add breaktime mode</span> -> select the period to be blocked -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add breaktime</span>. We recommend to open the schedule of old provider in one tab and schedule of new provider in another tab to better see busy times.
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::'''Variant A (good for those who have just several bookings)''': You can block time for new provider using breaktimes in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Providers schedule</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Special days</span> -> select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">the new provider</span> at the top -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on the date</span> your old provider has appointments on -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">add the breaktimes</span> for the booked times. Repeat these actions for all times you need to close for the new provider to not be overbooked.
<nomobile>[[File:Add breaktime mode v3.png | | border| center]]</nomobile>
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::We recommend to open the appointments list or calendar of old provider in one tab and the page with the new provider schedule in another tab to better see busy times.
<mobileonly>[[File:M add breaktime mode2.png | border| center]]</mobileonly>
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[[File:Add breaktime per provider new.png|1200px|border|center]]
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::Or you can block the times directly from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> page using <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Notes.</span> Please change the mode to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add note/Block time</span> in the top right corner -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">click on the space you need to block</span>(you can also adjust the times in the popup that will appear) -> check the box <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Time is blocked</span>, add note text if necessary and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">save</span> the note. Repeat these actions for all times you need to close for the new provider to not be overbooked.
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[[File:Block time per provider with note.png||1200px|border|center]]
 
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::'''Variant B (also good for those who have just several bookings)''': In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> simply press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> in the specific booking pop-up and change old provider to new provider. In this case, your providers and clients will receive <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking Change</span> notification. If you want to prevent this, please uncheck the box near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking Change</span> notification in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">General settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings</span> beforehand.
 
::'''Variant B (also good for those who have just several bookings)''': In <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Calendar</span> simply press <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Edit</span> in the specific booking pop-up and change old provider to new provider. In this case, your providers and clients will receive <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking Change</span> notification. If you want to prevent this, please uncheck the box near <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Booking Change</span> notification in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">General settings</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Email and SMS settings</span> beforehand.

Revision as of 08:30, 16 July 2021



If you receive the similar error when the system does not allow setting smaller number of clients per provider it means that in the past you already had 2 or more bookings at the same time and the system can't change the value to the smaller one because of inner conflict.
By default, that number can be changed only to the bigger value.

1is not greater than2new.png
M 1 is not geater than 2.png



How to solve the problem?


1. Create new provider in Manage -> Service Providers -> "+" button, and make that provider have only 1(or desired number) client at a time.

2. Disable the old provider from client interface in Manage -> Service Providers -> “Eye” icon near the corresponding provider's name(it should become crossed) or disable the option Display provider on the booking page in Service provider's details tab.
Hide provider from the client side.png
boredr


In this case clients will not see the old provider and won't book an appointment with him/her.



3. To not get double-booked with the new provider, you will need to block time in his/her schedule when your old provider already has bookings. For example, you have booking for 10am for old provider, but this time is free for the new provider, who has no bookings. Consequently, you need to block time 10 am for the new provider.


Variant A (good for those who have just several bookings): You can block time for new provider using breaktimes in Time settings -> Providers schedule -> Special days -> select the new provider at the top -> click on the date your old provider has appointments on -> add the breaktimes for the booked times. Repeat these actions for all times you need to close for the new provider to not be overbooked.
We recommend to open the appointments list or calendar of old provider in one tab and the page with the new provider schedule in another tab to better see busy times.
Add breaktime per provider new.png



Or you can block the times directly from Calendar page using Notes. Please change the mode to Add note/Block time in the top right corner -> click on the space you need to block(you can also adjust the times in the popup that will appear) -> check the box Time is blocked, add note text if necessary and save the note. Repeat these actions for all times you need to close for the new provider to not be overbooked.
Block time per provider with note.png



Variant B (also good for those who have just several bookings): In Calendar simply press Edit in the specific booking pop-up and change old provider to new provider. In this case, your providers and clients will receive Booking Change notification. If you want to prevent this, please uncheck the box near Booking Change notification in Settings -> General settings -> Email and SMS settings beforehand.


Variant C (for automatic blocking of times, requires Google/Outlook calendar, works well if you need to have only 1 booking at a time per provider): Enable Calendar Sync custom feature in yourCustom Features section and connect both providers to one and the same Google/Outlook calendar. Check the boxes sync busy time for both providers. In this case, the bookings from old provider will go to Google/Outlook calendar and then block time in the schedule of new provider.


4. After bookings dates for old provider pass, you can delete old provider in Manage -> Service Providers -> select provider and click on Delete on the right side, or check the box with this provider name and select Delete option from action drop-down menu.