How can I let clients choose which employee they want to book with?

◼ If you want the customer to be able to indicate a preferred employee on the online booking, follow the steps below:

1. Click on Settings
2. Activities
3. Use the icon to change the service(s) for which you want to allow the choice (click on the pencil)
4. Check "Is person selectable" at the bottom right.
5. Click on "Save"

With this setting, the customer will be able to choose between employees online or simply select "no preference".

person_select_EN_AAN.png

◼ If you want to obligate the customer to indicate a preferred employee on the online booking:
1. Click on Settings
2. Activities
3. Use the icon to change the service(s) for which you want to allow the choice (click on the pencil)
4. Check "Is person selectable" at the bottom right.
5. Click on "Save"
    Thereafter:
1. Settings
2. Calender
3. Online appointments
4. Check "Preference for employee is required"
5. Save
WERKN_EN.png

◼ If you want to obligate the customer to indicate a preferred employee per activity on the online booking:
1. Click on Settings
2. Activities
3. Use the icon to change the service(s) for which you want to allow the choice (click on the pencil)
4. Check "Is person selectable" at the bottom right.
5. Click on "Save"
    Thereafter:
1. Settings
2. Calender
3. Online appointments
4. Check "Indicate a preferred employee for each treatment on online booking"
5. Save
DIENST_EN.png

❗ If you don't want them to be able to select an employee, follow the steps below:

1. Click on Settings
2. Activities
3. Use the icon to change the service (s) for which you want to allow the choice (click on the pencil)
4. At the bottom right, uncheck "Is person selectable".
5. Click on "Save"
person_select_EN_UIT.png

With this setting, the customer will NOT be able to choose between employees online. They only see possible free moments.

 

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