When you have multiple team members, your clients can choose who they want to work with. However, you may find clients that are in a time crunch so who they work with is less important than who can get the job done first. That is where the 'First Available' scheduling option can be helpful! You can allow your clients to choose a specific team member or allow them to choose the first available team member. When they choose 'First Available', the system will automatically assign the order to the team member that has the earliest availability!
How to enable 'first available' scheduling
Click the steps below for a detailed walk-through:
Step 1: Click Business tab
Step 2: Click Shopping Cart tab
Step 3: Click "Config" button
Step 4: Scroll to Team Members section
Step 5: Click Team Member Selection drop-down
Step 6: Choose 'Option for First Available or Team Member'
Step 7: Click "OK"
Step 1: Click the Business tab at the top of the page.
Step 2: Click the Shopping Cart tab on the left-hand side.
Step 3: Click the "Config" button for your shopping cart.
Step 4: In the Adjust Design Settings pop-up window, scroll down to the Team Members section.
Step 5: Click the drop-down menu for Team Member Selection.
Step 6: Choose 'Option for First Available or Team Member'. This will add an option during team member selection for the 'First Available' team member. Note: if you client has a preferred team member, the order will be assigned to them first (if possible).
Step 7: Click the "OK" button to save your changes. You can now go to your shopping cart and see the additional 'First Available' team member selection.
For any additional questions, our Support team is ready to help you!
Email: [email protected]