Changes

1 is not greater than 2 (when trying to change number of clients per provider) (view source)

Revision as of 12:21, 9 August 2021

4 bytes removed , 2 years ago

no edit summary

Line 25: Line 25:

: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.

+

::'''Variant A (good for those who have just several bookings)''': You can block time for new provider using breaktimes in 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.

−

[[File:~~Add breaktime per provider~~ new.png|1200px|border|center]]

+

[[File:Provider schedule path new navigation.png|1200px|border|center]]

+

+

[[File:Provider schedule specal days edit new navigation.png|1200px|border|center]]

::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.

[[File:Block time per provider with note.png||1200px|border|center]]

−

::'''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 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 -> 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 [[Custom_Features#Calendar_Sync | 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.

Admin

Bureaucrats, Administrators

9,514

edits