If you have multiple service providers that offer the same service(s), clients will be able to choose between them when scheduling an appointment.

You can also allow the system to choose the provider.

Contents in this article:

  • Clients choose a service provider
  • Have the system automatically choose a service provider

Clients choose a service provider

This the default setting for your account.  This will allow your clients to either choose their own provider or the "No preference -- see all available times" option.

Have the system automatically choose a service provider

If you don't want your clients to choose their own provider but would rather a provider be chosen for them, you can do so by

(1) Go to Settings > Scheduling Policies

(2) Scroll down to the Choosing Providers section

(3) Select System chooses the service provider automatically

You can now select the method that the system chooses a provider automatically.

(4a) Select Chooses randomly; or

Random choice works like the "No preference" option. Clients will see all available times and the system will select a provider based on who is available at that given time.

(4b) Select Chooses based on a configurable ordering

Configurable ordering refers to the order of your users on your Users list.  When a client selects an appointment date & time, the system will check which providers are available and will select the available provider highest on the Users list.

In our salon example, if Stephen, Linda, and Casey all provide the same service and are all available at the selected appointment date & time, Stephen would be chosen since he is at the top of the list.

If only Linda and Casey are available, Linda would be chosen because she is higher on the Users list.

(5) Click Save at the bottom of the page

keywords: provider, choose, select, random, preference, order, configurable ordering, user list

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